Automated RouteOne Dealer Onboarding Kickoff
When a new dealer is approved in RouteOne, WebRun captures their profile details, creates a structured onboarding checklist row in Google Sheets, and drafts a personalized welcome email in Gmail with setup steps for your relationship manager to review and send.
How do I automate new dealer onboarding when a dealer is approved in RouteOne?
When RouteOne approves a new dealer, WebRun captures their profile, builds a structured onboarding row in Google Sheets with every task your team needs to complete, and drafts a personalized welcome email in Gmail for the relationship manager to review. New dealers are tracked from day one with no manual data entry.
- Every approved dealer gets an onboarding checklist created within 24 hours, with no manual data entry
- Relationship managers open Gmail to a personalized welcome draft ready to send in seconds
- No newly approved dealer falls through the cracks before their first deal is submitted
Built for auto lenders · indirect lending teams · dealer relationship managers · lending operations
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
www.routeone.comin a real browser with your saved login - no setup, no API keys. -
1
RouteOne - detect newly approved dealer
routeone.com
WebRun opens RouteOne to detect newly approved dealer. - Open RouteOne and check the dealer management section for any newly approved dealer accounts since the last run
- Capture the dealer name, address, contact name, email, phone, and assigned relationship manager
- Note the dealer's approved product types such as retail, lease, or balloon
Done when Every newly approved dealer has been captured with their full profile details.
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2
Google Sheets - create onboarding checklist row
google.com
WebRun opens Google Sheets to create onboarding checklist row. - Open the Dealer Onboarding tracker and add a new row for each approved dealer
- Populate the dealer name, contact, assigned RM, approval date, and each onboarding task with a pending status
- Set a target completion date based on your standard onboarding window
Done when A complete onboarding checklist row exists for every newly approved dealer.
-
3
Gmail - draft personalized welcome email
gmail.com
WebRun opens Gmail to draft personalized welcome email. - Draft a personalized welcome email addressed to the dealer's primary contact
- Include the RouteOne login link, setup checklist summary, and the assigned relationship manager's contact details
- Leave the draft unsent in Gmail Drafts for the relationship manager to review, personalize, and send
Done when One draft welcome email per new dealer is waiting in Gmail Drafts for RM review.
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 dealer without my approval?
No. WebRun drafts the welcome email and leaves it in Gmail Drafts for the relationship manager to review and send. Nothing goes to a dealer without a human approving it first.
What if a dealer was already added to the tracker from a previous run?
It checks the existing rows before adding, so each dealer only ever appears once in the onboarding sheet. Duplicate entries are skipped automatically.
Can I customize the onboarding checklist tasks it creates?
Yes. During setup you provide the list of standard onboarding tasks and WebRun writes them into each new row, so every dealer follows the same structured process.
Related templates
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