Welcome new members with a smooth onboarding from day one
When a new member account is opened in MeridianLink, WebRun reads the member profile, drafts a personalized welcome email in Gmail for the assigned representative to review and send, creates a 30-day onboarding follow-up task in Google Calendar, and posts a new-member alert to the team Slack channel so the right person knows to act.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can a credit union automatically kick off member onboarding when a new account is opened?
When a new member account is opened in MeridianLink, WebRun reads the member's profile, drafts a personalized welcome email in Gmail for the assigned representative to review and send, creates a 30-day follow-up task in Google Calendar, and alerts the team in Slack. No welcome email goes to the member without the representative's approval.
- New members receive a personalized welcome draft within minutes of account opening
- No new member falls through the cracks without a 30-day follow-up on the calendar
- Assigned representatives are notified in Slack before the member leaves the branch
Built for credit union member services teams · retail branch staff · member relationship managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.meridianlink.comin a real browser with your saved login - no setup, no API keys. -
1
MeridianLink - detect new member account and read profile
meridianlink.com How to Automate MeridianLink
WebRun opens MeridianLink to detect new member account and read profile. - Detect the newly opened member account in MeridianLink
- Read the member's name, email, membership type, products opened, and assigned representative
- Note any loan or deposit products opened at the same time as the membership
Done when New member details including name, email, products, and assigned representative are captured.
-
2
Gmail - draft personalized welcome email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized welcome email. - Draft a personalized welcome email addressed to the new member by name
- Include information about the products they opened and next steps for using their account
- Save the draft for the assigned representative to review and send
- Do not send the welcome email without representative review and approval
Done when A personalized welcome email draft is ready in Gmail for the representative to approve and send.
-
3
Google Calendar - create 30-day onboarding follow-up task
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to create 30-day onboarding follow-up task. - Create a calendar task for the assigned representative titled 'Follow up with new member [name]'
- Set the task date to 30 days after account opening
- Add a note with the member's name, products opened, and any pending items
Done when A 30-day follow-up task is created in Google Calendar for the assigned representative.
-
4
Slack - post new-member alert to team channel
slack.com How to Automate Slack
WebRun opens Slack to post new-member alert to team channel. - Post a new-member alert to the member services Slack channel
- Include the member name, products opened, and the name of the assigned representative
- Mention the assigned representative directly so they see the notification
Done when The team is alerted in Slack and the assigned representative is notified of the new member.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the welcome email to the new member automatically?
No. WebRun drafts the welcome email and saves it in Gmail for the assigned representative to review and personalize before sending. No email reaches the member without human approval.
What if no representative is assigned to the new member in MeridianLink?
If no representative is assigned, WebRun posts the new-member alert to a default Slack channel and flags the account as needing assignment before the welcome email can be sent.
Can it handle members who join with multiple products at once?
Yes. WebRun reads all products opened at account creation from MeridianLink and includes each one in the welcome email draft and the calendar follow-up note, so the representative has the full picture.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.