Automated Circle Member Onboarding Checklist
As soon as someone joins your Circle community, WebRun checks their new member profile, works through your welcome checklist, books their orientation call on Google Calendar, and alerts your team in Microsoft Teams so someone can personally say hello.
How do I onboard new members automatically in my Circle community?
WebRun checks Circle as soon as someone joins your community, works through your welcome checklist, books their orientation call on Google Calendar, and alerts your team in Microsoft Teams so a real person can say hello. It never messages the new member directly, keeping that first personal welcome entirely in your team's hands.
- Every new member gets the same onboarding checklist, every time
- Orientation calls are booked the moment someone joins, not days later
- The team knows exactly who owns each new member's welcome
Built for Community managers · course creators · membership businesses · coaching programs
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
app.circle.soin a real browser with your saved login - no setup, no API keys. -
1
Circle - check the new member profile
circle.so
WebRun opens Circle to check the new member profile. - Open Circle and find the newly joined member
- Confirm their profile is complete and note which space they joined from
- Work through your standard welcome checklist for that space
Done when The new member's welcome checklist is complete.
-
2
Google Calendar - book the orientation call
calendar.google.com
WebRun opens Google Calendar to book the orientation call. - Open Google Calendar
- Book the new member's orientation call in the next available slot
- Add their name and which space they joined to the event
Done when An orientation call is booked for the new member.
-
3
Microsoft Teams - alert your team
microsoft.com
WebRun opens Microsoft Teams to alert your team. - Post an alert to the community team channel naming the new member
- Note which space they joined and their booked orientation time
- Ask someone on the team to personally welcome them
Done when The team knows a new member joined and who owns their welcome.
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
Does WebRun message the new member directly?
No. It books the orientation slot and alerts your team. Reaching out personally to welcome the member is still done by someone on your team.
What's on the welcome checklist?
Whatever your standard onboarding steps are for that space, profile complete, orientation booked, and team notified, checked off in order for every new member.
What if the member doesn't book a time themselves?
WebRun books the next available orientation slot on their behalf so onboarding doesn't stall, and your team can always move it if needed.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.