All templates

Automated ATM Placement Onboarding Checklists

When a new placement agreement is signed, WebRun checks DocuSign for the completed terms, creates the terminal profile, route assignment, and starting cash load in Switch Commerce, drafts a welcome email to the location contact with the install date and leaves it unsent for review, and posts the onboarding checklist status to Slack.

Deploy this workflow Browse all templates
Runs on WebRun · Strict Lockdown policy
Triggered within minutes of a placement agreement being signed WebRunorchestrates each step
1 DocuSign confirm the signed placement agreement
2 Switch Commerce set up the terminal and route
3 Gmail draft the welcome email
4 Slack post the onboarding checklist
In short

How do I onboard a new ATM placement automatically after the agreement is signed?

When a new placement agreement is signed, WebRun checks DocuSign for the completed terms, creates the terminal profile, route, and starting cash load in Switch Commerce, and drafts a welcome email to the location contact in Gmail, leaving it unsent for review. It posts the onboarding checklist status to Slack, so nothing about the new placement gets missed.

  • A signed agreement turns into a set up terminal profile within minutes, not days
  • Nothing about a new placement gets missed because the checklist status posts automatically
  • The welcome email is drafted and ready, so the team just reviews and sends

Built for independent ATM operators · ISO ATM deployers · ATM sales and placement teams · route managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens account.docusign.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    DocuSign - confirm the signed placement agreement
    docusign.com
    WebRun in DocuSign: confirm the signed placement agreement
    WebRun opens DocuSign to confirm the signed placement agreement.
    • Check DocuSign for a newly completed placement agreement envelope
    • Capture the location name, address, contact, and commission split from the signed terms
    • Note the requested install window if one is stated in the agreement

    Done when The signed placement agreement's key terms are captured for the new location.

  3. 2
    Switch Commerce - set up the terminal and route
    switchcommerce.com
    WebRun in Switch Commerce: set up the terminal and route
    WebRun opens Switch Commerce to set up the terminal and route.
    • Create a new terminal profile for the location with its address and route assignment
    • Set the starting cash load and surcharge amount from the signed commission terms
    • Assign the terminal to the route that will carry it once installed

    Done when A terminal profile exists in Switch Commerce with route, cash load, and surcharge set.

  4. 3
    Gmail - draft the welcome email
    gmail.com
    WebRun in Gmail: draft the welcome email
    WebRun opens Gmail to draft the welcome email.
    • Draft a welcome email to the location contact confirming the agreement and the install window
    • List what the location needs to have ready, such as power and a phone or internet line
    • Save the email as a draft and leave it unsent for review, never send a welcome email on its own

    Done when A welcome email draft sits ready in Gmail for the new location contact.

  5. 4
    Slack - post the onboarding checklist
    slack.com
    WebRun in Slack: post the onboarding checklist
    WebRun opens Slack to post the onboarding checklist.
    • Post the onboarding checklist status: agreement signed, terminal profile created, welcome email drafted
    • Tag the technician who will handle the install
    • Note the requested install window so scheduling can start

    Done when The team has the new location's onboarding checklist status in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
account.docusign.com
ScheduleRuns automatically on this cadence
Triggered within minutes of a placement agreement being signed
DeliveryHow each run's result reaches you
Onboarding checklist · Slack
OutputWhat each run produces - A new terminal profile in Switch Commerce, a welcome email draft in Gmail, and an onboarding checklist status in Slack.
Drafts + notification
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email the new location contact without me?

No. WebRun only drafts the welcome email in Gmail and leaves it unsent. Someone reviews the install window and details before it goes to the location contact.

Does it schedule the actual install visit?

Not on its own. It captures the requested install window from the signed agreement and tags the technician in Slack, but booking the specific date stays a step your team confirms.

What if the signed agreement is missing a commission split?

WebRun still creates the terminal profile but leaves the surcharge amount unset and calls it out in the Slack checklist, so it gets confirmed before the first settlement runs.

Keep going

Related templates

Automated Armored Carrier Order Confirmations
Every morning, WebRun checks Switch Commerce for cash orders requested this week, matches them against confirmed pickups in the Brinks portal, and posts your team a Slack list of what's confirmed, what's pending, and any amount that doesn't match.
Switch Commerce›Brinks›Slack
Automated Switch Commerce Cash-Out Alerts
WebRun watches Switch Commerce for terminals nearing or already in a cash out state, alerts your team in Slack the moment it happens, and logs every event to Google Sheets so you can see which machines run dry the most.
Switch Commerce›Slack›Google Sheets
Automated ATM Cash Load Route Reminders
Every morning, WebRun checks Switch Commerce for terminals due for a cash load, matches them against your route schedule in Google Sheets, and sends each driver their stops and load amounts on Telegram before they leave the vault.
Switch Commerce›Google Sheets›Telegram

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.

Deploy this workflow Talk to us