Automated Ocean Freight Customer Onboarding Kickoff
When a new ocean freight customer is confirmed in your system, WebRun sets up their tracking workspace in Terminal49, creates a dedicated Slack channel for their shipment updates, and drafts a welcome onboarding email for your team's review before sending to the customer.
How do I automatically onboard new ocean freight customers into Terminal49 and Slack?
When a new ocean freight customer is confirmed, WebRun sets up their Terminal49 tracking workspace with standard alert preferences, creates a dedicated Slack channel for internal shipment updates, and drafts a welcome email with onboarding instructions. Your account manager reviews and sends the welcome email so the customer's first communication is personal and polished.
- New customer onboarding setup in Terminal49 and Slack is completed in minutes instead of an afternoon
- Account manager starts with a drafted welcome email so onboarding communication is consistent every time
- Internal Slack channel is ready with the right team before the first shipment is even booked
Built for freight forwarders · NVOCCs · ocean freight 3PLs · logistics account 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.terminal49.comin a real browser with your saved login - no setup, no API keys. -
1
Terminal49 - set up new customer shipment tracking workspace
terminal49.com
WebRun opens Terminal49 to set up new customer shipment tracking workspace. - Open Terminal49 and navigate to account or workspace settings
- Create a new customer workspace or tracking group for the new customer
- Configure the default notification preferences: ETA changes, customs holds, last free day alerts, and discharge notifications
- Note the customer's workspace ID and API credentials if they will use direct Terminal49 access
Done when The new customer has an active Terminal49 workspace configured with their shipment alert preferences.
-
2
Slack - create dedicated customer shipment update channel
slack.com
WebRun opens Slack to create dedicated customer shipment update channel. - Create a new Slack channel named for the customer for internal shipment update sharing
- Invite the assigned account manager and ops contacts to the channel
- Post a pinned welcome message in the channel with the customer name, contract start date, and Terminal49 workspace link
Done when The customer Slack channel is created, the right team members are in it, and the setup summary is pinned.
-
3
Gmail - draft welcome and onboarding email for review
gmail.com
WebRun opens Gmail to draft welcome and onboarding email for review. - Draft a welcome email to the customer's primary contact
- Include a summary of what shipment milestones they will be notified about, how to submit container or B/L numbers for tracking, and the point of contact for questions
- Leave the email as a draft for your team's review and personalization. Do not send automatically
Done when A Gmail draft welcome email is ready for the account manager to review, adjust, and send to the customer.
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. The welcome email is drafted in Gmail and held for your account manager to review, personalize, and send. No email reaches the customer until a human has approved it.
What if the customer needs custom alert settings in Terminal49?
The automation applies your default alert configuration. After the kickoff, your account manager can adjust the Terminal49 workspace settings to match any specific customer requirements.
Does it add the customer's existing containers to Terminal49 automatically?
Not automatically during onboarding. The welcome email draft includes instructions for how the customer can submit their container and B/L numbers so tracking can begin. Your team can also add them directly in Terminal49.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.