Automated Auto Transport Customer Onboarding
When a new customer record or first order appears in Super Dispatch, WebRun drafts a personalised onboarding email in Gmail, creates an onboarding checklist row in Google Sheets, and adds a kickoff reminder to Google Calendar, so no new customer falls through the cracks in their first week.
How do I automatically kick off onboarding for new vehicle shipping customers?
When a new customer record or first order appears in Super Dispatch, WebRun drafts a personalised welcome email in Gmail for your review, creates an onboarding checklist row in Google Sheets, and adds a calendar reminder for the account manager ahead of the first pickup, so every new vehicle shipping customer gets a professional first impression.
- Every new customer has a welcome draft and onboarding checklist within minutes of their first order
- No new customer is forgotten before their first pickup
- The account manager gets a calendar reminder 2 days before the first vehicle moves
Built for auto transport brokers · vehicle shipping account managers · car hauling customer success teams
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
carrier.superdispatch.com/tms/loadsin a real browser with your saved login - no setup, no API keys. -
1
Super Dispatch - detect new customer or first order
superdispatch.com
WebRun opens Super Dispatch to detect new customer or first order. - Detect when a new customer record is created or a first order is placed in Super Dispatch
- Capture the customer name, contact email, phone, and first order details including the vehicle, route, and pickup date
- Confirm the customer has not already gone through onboarding to avoid duplicates
Done when The new customer's details and first order are captured and ready for onboarding.
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2
Google Sheets - create onboarding checklist row
google.com
WebRun opens Google Sheets to create onboarding checklist row. - Open the customer onboarding tracker sheet
- Append a new row for the customer: name, email, first order ID, vehicle type, route, and a checklist of onboarding steps to complete
- Mark the row as Kickoff Pending until the welcome email is sent
Done when A new onboarding row exists in the tracker with all required fields populated.
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3
Gmail - draft welcome and onboarding email for review
gmail.com
WebRun opens Gmail to draft welcome and onboarding email for review. - Draft a warm, personalised welcome email to the new customer using their name and first order details
- Include what to expect: inspection photos at pickup, real-time tracking, and a signed BOL at delivery
- Leave the draft unsent for your team to review and personalise before sending
Done when A ready-to-review welcome email draft exists in Gmail for the new customer.
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4
Google Calendar - schedule kickoff reminder for ops team
calendar.google.com
WebRun opens Google Calendar to schedule kickoff reminder for ops team. - Create a Google Calendar reminder for the account manager 2 days before the first pickup
- Include the customer name, first order details, and a link to the onboarding tracker row in the event description
Done when A kickoff reminder is on the account manager's calendar ahead of the first pickup.
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 the welcome email go to the customer automatically?
No. The welcome email is saved as a Gmail draft. Your team reviews it, personalises the tone if needed, and sends it when ready. Nothing reaches the customer without your approval.
What if the same customer places a second order before onboarding is complete?
It checks the onboarding tracker in Google Sheets before creating a new row, so a returning customer who is already in the onboarding process will not get a duplicate welcome email draft.
Can it trigger onboarding for existing customers being migrated to Super Dispatch?
Yes. If you import or add existing customer records as new entries in Super Dispatch, WebRun will treat each as a new onboarding trigger. Filter these out in the Google Sheet if needed.
Related templates
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