Welcome every new wholesale buyer with an onboarding sequence that converts
When a new wholesale buyer account is added in Checkmate, WebRun reads the account details, drafts a personalised welcome email in Gmail for staff approval, creates an onboarding follow-up task in Google Calendar for the assigned counter rep, and logs the new account in a Google Sheet for pipeline tracking.
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- Under $0.01 per run
- Cancel anytime
How can I automatically onboard new wholesale buyers when they are added in Checkmate?
When a new wholesale buyer is added in Checkmate, WebRun drafts a personalised welcome email in Gmail for the rep to approve, creates a follow-up task on their Google Calendar for three days later, and logs the account in a Google Sheets pipeline tracker. Every new buyer gets a consistent, tracked onboarding from day one.
- Every new wholesale buyer receives a personalised welcome within hours of account creation
- No new account falls through the cracks with a tracked pipeline from day one
- Reps know exactly which buyers need a follow-up call three days after signup
Built for auto salvage yards · wholesale parts dealers · counter sales reps · salvage yard 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
products.car-part.com/checkmatein a real browser with your saved login - no setup, no API keys. -
1
Checkmate - detect new wholesale buyer account creation
products.car-part.com
WebRun opens Checkmate to detect new wholesale buyer account creation. - Detect a newly created wholesale customer account in Checkmate
- Capture the business name, contact name, email, phone, and account type
- Identify the assigned counter rep based on account territory or part category
Done when The new buyer's account details and assigned rep are captured.
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2
Gmail - draft personalised welcome email for staff approval
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalised welcome email for staff approval. - Draft a personalised welcome email addressing the buyer by name and business
- Include the yard's contact details, ordering process, payment terms, and pickup hours
- Leave the draft unsent for the assigned rep to review, personalise, and send
Done when A personalised welcome draft is ready in Gmail for the rep's review and approval.
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3
Google Calendar - create onboarding follow-up task for assigned rep
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to create onboarding follow-up task for assigned rep. - Create a follow-up task on the assigned rep's Google Calendar for 3 days after account creation
- Title the task with the buyer's business name and a note to confirm the welcome was received
- Set a reminder 30 minutes before so the rep is prepared
Done when The assigned rep has a follow-up task on their calendar 3 days out.
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4
Google Sheets - log new account in buyer pipeline tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log new account in buyer pipeline tracker. - Open the buyer pipeline tracker sheet and add a new row for the account
- Log business name, contact, account creation date, assigned rep, and onboarding stage
- Set the onboarding stage to Welcome Email Pending so the team can track progress
Done when The new buyer account is logged in the Google Sheet with the initial onboarding stage set.
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 buyer automatically?
No. The welcome email is drafted and left unsent in Gmail for the assigned rep to personalise and approve. No buyer receives an email without a human clicking send.
What if no rep is assigned to the new account in Checkmate?
WebRun routes the welcome draft and calendar task to your default rep or manager and flags the account in the Google Sheet as needing a rep assignment.
Can I customise the onboarding stages in the Google Sheet?
Yes. You set the stage labels during setup, so the tracker reflects your actual onboarding process, from welcome sent to first order placed.
Related templates
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