Kick off lessee onboarding the moment a new lease is approved
The moment a new lease is approved in Odessa, WebRun reads the lessee details, drafts a personalised welcome email in Gmail for ops team review, pings the assigned relationship manager in Slack with the new account details, and creates a kick-off call event in Google Calendar so the lessee is onboarded without any manual coordination.
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How do I automatically kick off lessee onboarding when a new equipment lease is approved?
The moment a lease is approved in Odessa, WebRun reads the lessee details, drafts a welcome email in Gmail for relationship manager review, pings the assigned manager in Slack with the account details, and books a kick-off call in Google Calendar. The entire onboarding handoff happens without any manual coordination.
- Newly approved lessees receive a personalised welcome email within hours of approval
- Relationship managers are notified in Slack the moment a new lease lands
- Kick-off calls are booked automatically so no new account waits days for first contact
Built for equipment finance relationship managers · lease originators · commercial lending teams · portfolio operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.odessainc.comin a real browser with your saved login - no setup, no API keys. -
1
Odessa - detect newly approved lease
odessainc.com How to Automate Odessa
WebRun opens Odessa to detect newly approved lease. - Open Odessa and check the originations queue for leases that moved to Approved status since the last run
- For each newly approved lease, capture the lessee name, contact email, contract number, lease start date, and assigned relationship manager
Done when Every newly approved lease has been identified with the lessee's contact details and assigned manager.
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2
Gmail - draft lessee welcome email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft lessee welcome email. - Open Gmail and draft a welcome email to the lessee confirming their lease approval and contract number
- Include next steps and a note that the relationship manager will be in touch
- Leave the draft unsent for the relationship manager to personalise and approve before sending
Done when A welcome email draft is ready in Gmail for every newly approved lessee.
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3
Slack - notify assigned relationship manager
slack.com How to Automate Slack
WebRun opens Slack to notify assigned relationship manager. - Post a Slack message to the assigned relationship manager with the lessee name, contract number, and lease start date
- Include a link to the Odessa record and a note that the Gmail welcome draft is ready for review
Done when The relationship manager has been notified in Slack for every newly approved lease.
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4
Google Calendar - schedule kick-off call
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to schedule kick-off call. - Create a kick-off call event in Google Calendar on the first available business day after the lease start date
- Invite the relationship manager and include the lessee contact details and contract number in the event notes
Done when A kick-off call is booked in Google Calendar for every newly approved lease.
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 lessee automatically?
No. The welcome email is left as a Gmail draft. The relationship manager reviews it, personalises it if needed, and sends it themselves.
What if the approved lease has no assigned relationship manager in Odessa?
WebRun posts the Slack notification to a default onboarding channel so no new lease falls through the cracks without an owner.
Can it handle multiple lease approvals on the same day?
Yes. It processes every lease that moved to Approved status since the last run, so a batch of same-day approvals each gets their own Gmail draft, Slack notification, and calendar event.
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