Kick off new restaurant accounts the moment they are approved
When a new customer account is created and approved in Encompass, WebRun drafts a personalized welcome email in Gmail for the rep to review, creates an onboarding call invite in Google Calendar, and pings the assigned rep in Slack with the new account details.
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How do I automate new restaurant customer onboarding when an account is approved?
WebRun detects every new approved customer account in Encompass, drafts a personalized welcome email in Gmail for the rep to review before sending, creates an onboarding call in Google Calendar, and pings the assigned rep in Slack. New restaurant accounts get a full kickoff ready to go within minutes of approval, with no manual setup.
- New restaurant accounts get a kickoff ready within minutes of approval
- Welcome email drafted but never sent without rep review
- Onboarding call on the calendar before the rep even opens their inbox
Built for foodservice distributors · broadline distributors · sales reps · account managers
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
app.encompasstech.comin a real browser with your saved login - no setup, no API keys. -
1
Encompass - detect new approved customer account
encompasstech.com How to Automate Encompass
WebRun opens Encompass to detect new approved customer account. - Detect when a new customer account status changes to approved in Encompass
- Capture account name, address, assigned sales rep, credit terms, and primary contact details
- Note any order guide or price list already assigned to the account
Done when New account details are captured and ready to use in downstream steps.
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2
Gmail - draft personalized welcome email for rep review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized welcome email for rep review. - Draft a personalized welcome email addressed to the primary contact at the new restaurant
- Include the account number, assigned rep name, and next steps for placing the first order
- Leave the draft unsent in the rep's Gmail drafts folder for review before sending
Done when A personalized welcome email draft is waiting in Gmail for the rep to approve and send.
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3
Google Calendar - create onboarding call invite
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to create onboarding call invite. - Create a 30-minute onboarding call event on the rep's calendar for later this week
- Add the customer's primary contact as an invitee
- Include the account number and new-customer checklist link in the event notes
Done when An onboarding call is on the calendar for the rep and the new customer contact.
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4
Slack - alert assigned rep with account details
slack.com How to Automate Slack
WebRun opens Slack to alert assigned rep with account details. - Post a new-account alert to the sales channel with customer name, account number, credit terms, and assigned rep
- @mention the assigned rep so they see the Gmail draft and calendar invite are ready
Done when Assigned rep is notified in Slack and has everything ready to complete the onboarding kickoff.
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 customer automatically?
No. WebRun drafts the welcome email and leaves it in Gmail as an unsent draft. The assigned rep reviews and sends it, so nothing goes to a customer without human sign-off.
What if the account has no assigned rep in Encompass?
WebRun posts the alert to the general sales channel and flags that no rep is assigned, so a manager can allocate the account before the kickoff stalls.
Can the welcome email template be customized?
Yes. Give WebRun your tone, template language, or an example email and it will match your voice and include the right account-specific details each time.
Related templates
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Turn it on in minutes - or have our team set it up for you.