Automated Courier Business Account Onboarding
When a new business account is created in Onfleet, WebRun gathers the account details, drafts a personalised welcome email with next steps and key contacts, saves it in Gmail for your team to approve, and posts a Slack alert so the account manager can act quickly.
How do I automatically onboard new courier business accounts?
WebRun detects every new business account in Onfleet, drafts a personalised welcome email with setup instructions in Gmail, and alerts your account manager in Slack to review and send. No welcome email reaches the customer until it has been approved, so every first impression is polished and human.
- New business accounts receive a personalised welcome within hours of being created
- Account managers are alerted immediately so no new relationship goes cold
- Every welcome email is reviewed before it reaches the customer
Built for courier company account managers · last-mile delivery sales teams · logistics business development · fleet operators
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
onfleet.com/dashboardin a real browser with your saved login - no setup, no API keys. -
1
Onfleet - detect new business account
onfleet.com
WebRun opens Onfleet to detect new business account. - Open Onfleet and check for newly created business accounts added since the last run
- Capture the company name, primary contact name, email address, and account type
- Note any service tier or contract details recorded in the account
Done when Every new business account is listed with the contact details and account type.
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2
Gmail - draft welcome email
gmail.com
WebRun opens Gmail to draft welcome email. - Draft a personalised welcome email addressing the primary contact by name
- Include the key setup steps, your dispatch contact details, and a link to your help resources
- Save the draft in Gmail without sending, for the account manager to review and personalise
Done when A ready-to-send welcome draft is queued in Gmail for every new account, none sent automatically.
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3
Slack - alert account manager
slack.com
WebRun opens Slack to alert account manager. - Post a Slack alert to the sales or account management channel with the new company name and contact
- Include a reminder to review and send the queued welcome draft within 24 hours
Done when The account manager is alerted in Slack and has a direct path to the welcome draft.
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 be sent automatically when an account is created?
No. The welcome email is saved as a Gmail draft for your account manager to review and personalise before sending. Nothing goes to the new customer without approval.
Can I customise the welcome email template?
Yes. Give WebRun your preferred tone, a sample email, or specific instructions and it will follow them for every new account.
What if a test account is accidentally created in Onfleet?
Because the draft is held for review, no email reaches anyone from a test account. Your account manager sees it in Slack and can discard the draft before sending.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.