Whiskey Systems Automated Wholesale Account Onboarding
When a new wholesale account appears in Whiskey Systems, WebRun pulls the account details, drafts a personalized welcome email in Gmail for your review, and creates a Google Calendar follow-up task for the account rep, so every new customer gets a timely, professional start.
How do I automatically kick off onboarding when a new wholesale account is added?
When a new wholesale account is added to Whiskey Systems, WebRun immediately captures the account and contact details, drafts a personalized welcome email in Gmail for the rep to review and send, and creates a Google Calendar follow-up task so every new customer receives a timely introduction.
- Every new wholesale account gets a personalized welcome draft within minutes of being added
- Reps never forget a new-account follow-up with an automatic calendar task
- Welcome emails are reviewed and personalized before they reach the customer
Built for craft distillery sales reps · distillery account managers · wholesale distribution teams · tasting room managers
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.whiskeysystems.comin a real browser with your saved login - no setup, no API keys. -
1
Whiskey Systems - detect new wholesale account
whiskeysystems.com
WebRun opens Whiskey Systems to detect new wholesale account. - Open Whiskey Systems and navigate to the customer or sales-order section
- Identify the newly added wholesale account record
- Capture the account name, contact name, email address, account type, and assigned rep
Done when The new account's details are captured and ready to use in the next steps.
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2
Gmail - draft welcome email for review
gmail.com
WebRun opens Gmail to draft welcome email for review. - Compose a draft welcome email addressed to the new account's contact
- Include the distillery name, a brief intro, and next-step instructions such as price list and ordering process
- Leave the email as a draft in Gmail for the rep to personalize and send. Do not send automatically.
Done when A personalized welcome email draft is waiting in Gmail for the rep to review and send.
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3
Google Calendar - create rep follow-up task
calendar.google.com
WebRun opens Google Calendar to create rep follow-up task. - Create a follow-up task or event on the assigned rep's Google Calendar for 3 business days after account creation
- Title the task with the account name and label it as a new-account check-in
- Add the account contact details and any notes captured from Whiskey Systems to the event description
Done when The rep has a calendar task to follow up with the new account within 3 business days.
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 customer automatically?
No. WebRun drafts the welcome email in Gmail and leaves it unsent for the rep to review, personalize, and send. No customer-facing email goes out without human approval.
What if the new account does not have an email address in Whiskey Systems?
WebRun flags the missing field in the Gmail draft subject line so the rep knows to add the contact before sending. It still creates the calendar follow-up task so the account is not forgotten.
Can I customize the welcome email template?
Yes. Provide WebRun with your preferred template or tone, and it will follow that format when drafting each welcome email. You can update the template in your run settings at any time.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.