Automated EHS Client Onboarding Kickoff
When a new EHS consulting contract is signed in DocuSign, WebRun reads the client and engagement details, navigates to VelocityEHS to begin setting up the client account and initial audit or inspection scope, and drafts a professional welcome and kickoff email in Gmail for the assigned consultant to review and send.
How do I automatically kick off EHS client onboarding when a contract is signed?
When a new EHS consulting contract is signed in DocuSign, WebRun extracts the client details, creates the client account and engagement scope in VelocityEHS, and drafts a professional welcome email in Gmail with kickoff next steps. The consultant reviews and approves before anything is sent to the new client.
- New clients are active in VelocityEHS within hours of contract signing, not days
- Every new client receives a consistent, professional welcome with clear next steps
- Consultants spend minutes reviewing a ready draft, not writing a kickoff email from scratch
Built for EHS consulting firms · safety audit practices · environmental compliance consultants · EHS service providers
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.docusign.comin a real browser with your saved login - no setup, no API keys. -
1
DocuSign - detect completed contract signature
docusign.com
WebRun opens DocuSign to detect completed contract signature. - Detect that a new EHS consulting contract envelope has been completed and all parties have signed
- Extract the client company name, primary contact name and email, engagement type, contracted services, and start date from the signed document
- Note the assigned consultant named in the contract
Done when All new client and engagement details are extracted from the signed DocuSign contract.
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2
VelocityEHS - set up the new client account and engagement scope
ehs.com
WebRun opens VelocityEHS to set up the new client account and engagement scope. - Open VelocityEHS and create or update the client account with the company name and contact details
- Set up the initial engagement scope by opening the relevant module (audits and inspections, incident management, chemical management, or training and learning) and creating the first active project or audit record
- Assign the responsible consultant to the account
Done when The new client account is active in VelocityEHS with the engagement scope and consultant assigned.
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3
Gmail - draft the client welcome and kickoff email
gmail.com
WebRun opens Gmail to draft the client welcome and kickoff email. - Draft a warm, professional welcome email to the new client contact
- Include a brief overview of the engagement scope, the next steps (kickoff call, document request, site visit schedule), and the assigned consultant's contact information
- Save the draft unsent - do not send to the client until the assigned consultant has reviewed and approved it
Done when A complete client welcome and kickoff email draft is saved in Gmail for consultant 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 client automatically?
No. The welcome email is saved as a Gmail draft for the assigned consultant to review, personalize if needed, and send. Nothing reaches the client without your approval.
What does it set up in VelocityEHS during onboarding?
It creates or updates the client account with the contact details from the signed contract and opens the first engagement record in the relevant VelocityEHS module, whether that is audits, incidents, chemical management, or training.
What if the contract is for a returning client, not a new one?
If the client already has a VelocityEHS account, WebRun updates the existing record and creates a new engagement scope rather than creating a duplicate client entry.
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