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Automated Carbon Accounting Client Onboarding

When a new client record is created after signing their engagement letter in DocuSign, WebRun opens Persefoni to initialize their reporting workspace, creates a pre-populated data collection template in Google Sheets, and drafts a welcome onboarding email in Gmail with their specific next steps and deadlines for your review before sending.

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Runs on WebRun · Strict Lockdown policy
When a new client engagement is signed WebRunorchestrates each step
1 DocuSign confirm signed engagement
2 Persefoni initialize client workspace
3 Google Sheets create data collection template
4 Gmail draft welcome email for review
In short

How do I automate new carbon accounting client onboarding?

WebRun triggers on a signed DocuSign engagement, initializes the client's Persefoni reporting workspace with the correct scope and frameworks, creates a pre-populated Google Sheets data collection template, and drafts a welcome email in Gmail with links and deadlines. Your team reviews and sends the email before the client sees anything.

  • Clients are ready to submit data within hours of signing, not days of manual setup
  • Every onboarding package is consistent with the correct Persefoni parameters and template
  • No client receives anything until your team has reviewed and approved the welcome email

Built for sustainability consultants · ESG advisory firms · carbon accounting practices · climate advisory teams

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

  2. 1
    DocuSign - confirm signed engagement
    docusign.com
    WebRun in DocuSign: confirm signed engagement
    WebRun opens DocuSign to confirm signed engagement.
    • Open DocuSign and confirm the new client engagement letter has been fully signed
    • Extract the client name, primary contact email, reporting scope, and agreed reporting period

    Done when The signed engagement details are confirmed and the client's contact information is captured.

  3. 2
    Persefoni - initialize client workspace
    persefoni.com
    WebRun in Persefoni: initialize client workspace
    WebRun opens Persefoni to initialize client workspace.
    • Open Persefoni and create or verify the new client's reporting workspace
    • Set the reporting period, emissions boundary, and applicable disclosure frameworks based on the engagement scope
    • Note the workspace URL to include in the client welcome email

    Done when The client's Persefoni workspace is initialized with the correct reporting parameters.

  4. 3
    Google Sheets - create data collection template
    google.com
    WebRun in Google Sheets: create data collection template
    WebRun opens Google Sheets to create data collection template.
    • Create a new Google Sheets data collection template from the standard onboarding template
    • Pre-populate the client name, reporting period, and the specific activity data categories they need to complete
    • Set sharing permissions so the client can edit and your team can view

    Done when The data collection template is ready and shared with the correct permissions.

  5. 4
    Gmail - draft welcome email for review
    gmail.com
    WebRun in Gmail: draft welcome email for review
    WebRun opens Gmail to draft welcome email for review.
    • Draft a welcome onboarding email in Gmail addressed to the client's primary contact
    • Include the Persefoni workspace link, the Google Sheets template link, the first data submission deadline, and the next scheduled check-in
    • Leave the email as a draft for your team to review and personalize before sending

    Done when A complete onboarding welcome draft is ready in Gmail awaiting your review and approval to send.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.docusign.com
ScheduleRuns automatically on this cadence
When a new client engagement is signed
DeliveryHow each run's result reaches you
Welcome draft · Gmail
OutputWhat each run produces - An initialized Persefoni workspace, a pre-populated data collection template in Google Sheets, and a welcome email draft in Gmail ready for your review.
Text
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 send the welcome email to the client automatically?

No. The welcome email is drafted in Gmail and left for your team to review and personalize before sending. Nothing reaches the client until you approve it.

What if the client already has a Persefoni account?

WebRun checks whether the workspace already exists in Persefoni and skips creation if it does, moving directly to the Google Sheets template and welcome email.

Which reporting frameworks does it configure in Persefoni?

It sets up the frameworks agreed in the engagement letter - CSRD, CDP, TCFD, and others. The scope comes directly from the signed DocuSign document.

Keep going

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