Automated Opendock Carrier Portal Onboarding
When a new carrier contact is added to your Airtable carrier roster, WebRun verifies the carrier's details, opens Opendock to confirm the portal invite is ready, drafts a clear setup guide and invitation email in Gmail for your team to review and send, and updates the Airtable record with the onboarding status so nothing is lost.
How do I automate new carrier onboarding to my Opendock scheduling portal?
When a new carrier is added to your Airtable roster, WebRun checks Opendock to confirm the portal is ready for them, drafts a personalized invitation and setup guide in Gmail for your team to review, and updates the Airtable onboarding record with the carrier's status and assigned facilities. No invitation goes to a carrier without human approval.
- New carriers are onboarded to Opendock without manual email drafting or tracking
- Airtable stays current with every carrier's onboarding status automatically
- Portal invitations are always reviewed by a human before the carrier receives them
Built for dock schedulers · carrier relationship managers · logistics coordinators · warehouse operations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
opendock.comin a real browser with your saved login - no setup, no API keys. -
1
Airtable - detect new carrier record and gather contact details
airtable.com
WebRun opens Airtable to detect new carrier record and gather contact details. - Detect the new carrier record added to the carrier roster table
- Capture the carrier name, dispatcher email, DOT number, and any lanes or facilities assigned
- Mark the onboarding status as In Progress
Done when The new carrier's details are captured from Airtable and onboarding status is set to In Progress.
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2
Opendock - confirm portal invite is set up for the new carrier
opendock.com
WebRun opens Opendock to confirm portal invite is set up for the new carrier. - Open Opendock and verify the carrier does not already have a portal account
- Note the facility or facilities the carrier will be scheduling at
- Confirm the portal invite flow is ready for the carrier's email address
Done when Opendock is confirmed ready to accept the new carrier and the relevant facilities are noted.
-
3
Gmail - draft portal invitation and setup guide for team review
gmail.com
WebRun opens Gmail to draft portal invitation and setup guide for team review. - Draft a welcome email to the carrier dispatcher with Opendock portal access instructions and a setup guide
- Include the facility names, scheduling instructions, and your team's contact for questions
- Leave the draft unsent for your team to review and personalize before sending
Done when A Gmail draft portal invitation exists for the new carrier, ready for human review and sending.
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 portal invitation to the carrier automatically?
No. WebRun drafts the invitation email in Gmail and leaves it unsent for your team to review. No carrier receives the invitation until a human approves and sends it.
What triggers the onboarding workflow?
The workflow starts when a new carrier record is added to your Airtable carrier roster. You can also trigger it manually for carriers already in the system who have not yet been onboarded to Opendock.
How does it handle carriers who are already in Opendock?
WebRun checks Opendock first and flags the Airtable record if the carrier already has a portal account, so your team knows the invitation step can be skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.