PortPro Automated New Customer Onboarding
Every morning, WebRun opens PortPro, finds any new customer records created since the previous run, logs each to the customer onboarding tracker in Google Sheets, and drafts a welcome email in Gmail for your team to review and send, so every new drayage customer gets a fast, professional onboarding start.
How do I automatically kick off new customer onboarding when a customer is added to PortPro?
Every morning, WebRun opens PortPro, finds new customer records created since the previous run, logs each to a Google Sheets onboarding tracker, and drafts a Gmail welcome email per customer for your team to review and send, so every new drayage customer is logged and welcomed the same day they are added.
- Every new customer logged and welcomed the same day they are added to PortPro
- Onboarding tracker stays current without any manual data entry
- Customer success team reviews a ready draft instead of writing from scratch
Built for drayage carriers · port trucking customer success teams · intermodal logistics operators · container trucking 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
app.portpro.ioin a real browser with your saved login - no setup, no API keys. -
1
PortPro - detect newly created customer records
portpro.io
WebRun opens PortPro to detect newly created customer records. - Open PortPro and filter the customer list to records created since the previous run
- Read the company name, primary contact, email, and any rate terms or notes on file
- Confirm the customer has not already been through the onboarding flow
Done when Every new customer record is identified with contact details and onboarding status confirmed as new.
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2
Google Sheets - log to onboarding tracker
google.com
WebRun opens Google Sheets to log to onboarding tracker. - Open the Customer Onboarding Tracker sheet
- Add a new row for each new customer with company name, contact, date added, and assigned owner column left for your team to fill in
- Mark status as Pending Welcome Email
Done when Every new customer is logged in the tracker with status Pending Welcome Email.
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3
Gmail - draft welcome email for review
gmail.com
WebRun opens Gmail to draft welcome email for review. - Draft a welcome and onboarding email for each new customer including how to submit booking requests and whom to contact for support
- Leave the draft unsent in Gmail Drafts for your customer success team to personalize and send
- Do not send the email automatically
Done when One Gmail welcome draft is ready in Drafts for each new customer, pending team review.
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 customer automatically?
No. WebRun creates a Gmail draft and logs the customer to your sheet, but the welcome email is not sent until your customer success team reviews and approves it.
What if the same customer is added to PortPro twice by mistake?
WebRun checks for existing entries in the onboarding tracker before adding a new row. If the customer already appears in the sheet, it flags the duplicate for your team to resolve rather than creating a second entry.
Can it assign the new customer to a specific team member?
WebRun leaves an owner column blank in the tracker for your team to fill in. If you want WebRun to auto-assign based on a rule such as territory or port, tell it your routing logic and it will add the assignment.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.