Give every new financial planning client a smooth onboarding
When a new client is added to RightCapital, WebRun reads their profile, creates a tailored onboarding checklist in Airtable covering data gathering, plan setup, and first meeting prep, drafts a personalized welcome email in Gmail for the advisor to review and send, and posts the team a Slack notification with the client's name, advisor, and key planning context.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically set up an onboarding workflow when a new client is added to RightCapital?
When a new client is added to RightCapital, WebRun reads their profile, creates a tailored onboarding checklist in Airtable with all standard planning tasks assigned to the advisor, and drafts a personalized welcome email in Gmail for human review. Every new client relationship starts with a structured, consistent onboarding process from day one.
- Every new client gets a structured onboarding from their first day in RightCapital
- The Airtable checklist keeps the whole team aligned on onboarding progress
- Advisors spend zero time creating onboarding tasks manually for each new client
Built for financial advisors · RIAs · financial planning firms · wealth management teams
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.rightcapital.comin a real browser with your saved login - no setup, no API keys. -
1
RightCapital - detect new client and read profile details
rightcapital.com How to Automate RightCapital
WebRun opens RightCapital to detect new client and read profile details. - Detect a newly created client record in RightCapital
- Read the client's name, assigned advisor, age, household details, and any pre-filled planning goals
- Note which planning modules have been started and which are still empty
Done when The new client's profile details and planning context have been captured from RightCapital.
-
2
Airtable - create onboarding checklist and track completion
airtable.com How to Automate Airtable
WebRun opens Airtable to create onboarding checklist and track completion. - Create a new onboarding record in the client onboarding base in Airtable
- Populate the checklist with standard tasks: collect financial statements, complete risk tolerance assessment, set retirement goals, link external accounts, and schedule the first planning meeting
- Assign the record to the client's advisor and set the target completion date to 30 days from today
Done when An onboarding checklist record exists in Airtable for the new client with all standard tasks and the assigned advisor.
-
3
Gmail - draft personalized welcome email for advisor review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized welcome email for advisor review. - Draft a warm, personalized welcome email for the new client introducing the financial planning process and the next steps
- Reference the client's name and any planning goals already recorded in RightCapital
- Save the email as a Gmail draft for the advisor to review and send. Never send welcome emails automatically
Done when A Gmail welcome email draft is ready for the advisor to review and send to the new client.
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
Does WebRun send the welcome email to the new client automatically?
No. The welcome email is saved as a Gmail draft for the advisor to review, personalize if needed, and send manually. Nothing goes to the client without a human in the loop.
What planning tasks does the Airtable onboarding checklist include?
The standard checklist covers collecting financial statements, completing the risk tolerance assessment, setting retirement and savings goals in RightCapital, linking external accounts, and scheduling the first full planning meeting. Advisors can customize the list for their firm's process.
What if a client was added to RightCapital as a prospect and is now converting?
WebRun detects the trigger when the client record is created or the status changes to active in RightCapital. Advisors can configure the trigger to fire only on full client conversion rather than prospect creation.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.