Welcome new dentist accounts and get them set up fast
When Evident records a new doctor account, WebRun drafts a personalized welcome email for your review in Gmail, adds the practice to the new-account onboarding tracker in Google Sheets, and pings the assigned account manager in Slack with a link to the checklist so the relationship starts strong from day one.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automate new dentist account onboarding for my dental lab?
When Evident records a new doctor account, WebRun drafts a personalized welcome email in Gmail for your account manager to approve, adds the practice to the onboarding tracker in Google Sheets, and pings the manager in Slack with a checklist link. No communication goes to the dentist until a person reviews and sends it.
- Every new dentist gets a personalized welcome drafted within minutes of account creation
- Account manager is notified instantly so no new relationship sits unattended
- Onboarding checklist is live in Google Sheets before the first case arrives
Built for dental lab account managers · dental lab owners · dental lab 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
www.evidentdigital.comin a real browser with your saved login - no setup, no API keys. -
1
Evident - detect new doctor account
- Detect the newly created doctor account in Evident
- Capture the doctor name, practice name, address, and any special pricing tier
- Note the assigned account manager if set in Evident
Done when New doctor account details are captured and ready to use.
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2
Gmail - draft personalized welcome email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized welcome email. - Draft a personalized welcome email addressed to the doctor by name
- Include the lab contact details, prescription portal link, and pickup schedule
- Leave the draft unsent for the account manager to review and send
Done when Welcome email is saved as a Gmail draft, ready for the account manager to approve and send.
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3
Google Sheets - create onboarding checklist row
google.com How to Automate Google Sheets
WebRun opens Google Sheets to create onboarding checklist row. - Add a new row to the new-account onboarding tracker with the doctor and practice details
- Pre-fill onboarding steps: welcome email sent, first case received, pricing confirmed, portal access verified
- Set all steps to pending status
Done when Onboarding checklist row is live in Google Sheets with all steps pending.
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4
Slack - ping the account manager
slack.com How to Automate Slack
WebRun opens Slack to ping the account manager. - Post a Slack message to the account manager with the new doctor's name and practice
- Include a direct link to the onboarding checklist row in Google Sheets
- Remind the manager to review and send the welcome email draft in Gmail
Done when Account manager is notified in Slack with the checklist link.
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 the welcome email to the new dentist automatically?
No. WebRun drafts the welcome email in Gmail and leaves it unsent. The account manager reviews it and clicks Send, so every first impression is approved by a person.
What if the new account is a duplicate or a test entry?
The account manager sees the Slack ping and can discard the Gmail draft and delete the checklist row before any communication goes out. Nothing is sent without human approval.
Can I customize the welcome email template?
Yes. Give WebRun your preferred welcome text or an example email at setup and it will follow your tone, lab branding, and any details you want included for every new account.
Related templates
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