Automated Covideo New Rep Setup Checks
Every morning, WebRun opens Covideo, checks each recently added rep for video library access, a CTA button, a landing page, and an email signature, opens a Trello card for every step still missing, and messages the sales manager on WhatsApp when a rep is about to send without one.
How do I make sure a new sales rep is set up before their first video?
WebRun checks your recently added Covideo users every morning for video library access, a CTA button, a landing page, and an email signature. It opens a Trello card listing each missing step and messages the sales manager on WhatsApp when a rep is set to send video without a call to action.
- A rep's first customer video never goes out without a call to action
- Missing setup steps land as cards, not as a reminder someone forgets
- Completed reps drop off the board automatically
Built for sales managers · sales enablement teams · revenue operations · dealership sales 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
www.covideo.comin a real browser with your saved login - no setup, no API keys. -
1
Covideo - check each new rep's setup
covideo.com
WebRun opens Covideo to check each new rep's setup. - Open Covideo and list users added in the last 30 days
- Check each one has access to the shared video library and the team templates
- Check a CTA button and a landing page are set on their account
- Check the email signature is configured, and note whether they have recorded or sent anything yet
Done when Every recent rep has been checked against each setup step.
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2
Trello - open a card per missing step
trello.com
WebRun opens Trello to open a card per missing step. - Open your onboarding board and create a card per rep with a checklist of missing steps
- Name the rep, their start date, and what is outstanding on the card
- Update the existing card rather than making a new one when a rep is already on the board
- Move a card to done when every step is complete
Done when Each new rep has a card showing exactly what is still missing.
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3
WhatsApp - message the sales manager
whatsapp.com
WebRun opens WhatsApp to message the sales manager. - Message the sales manager when a rep has recorded a video but still has no CTA or landing page
- Name the rep and the steps still outstanding
- Message the manager only. WebRun never sends a video, contacts a customer, or edits the rep's account
Done when Managers know which rep is about to send without a call to action.
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 a video to a customer?
No. WebRun only reads account settings and reports what is missing. It never records, sends, or shares a video, and it never contacts a contact in the rep's list.
Does it change a rep's Covideo settings?
No. Setting the CTA, landing page, and signature stays with your team, because those carry your brand and messaging. WebRun opens a Trello card so a person does it deliberately.
How does a rep drop off the checklist?
When every step reads as complete in Covideo. The next morning's run sees the live settings and moves their Trello card to done without anyone ticking it off manually.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.