Automated Environmental Consulting Client Onboarding
When a new client contract is confirmed, WebRun creates the project and site record in Locus Technologies, drafts a personalised welcome email and onboarding checklist for the client, and sends a Slack notification to the project team with the site details and next-steps checklist so onboarding starts the same day.
How do I automatically kick off new environmental consulting client onboarding?
When a new client contract is confirmed, WebRun creates the project and site record in Locus Technologies, drafts a personalised welcome email with an onboarding checklist in Gmail for project-manager review, and posts a kickoff notification to the project team in Slack. The welcome email waits for human approval before reaching the client.
- New client project records are created in Locus Technologies within minutes of contract confirmation
- The project team has a Slack kickoff with site details and next steps the same day
- The welcome email is drafted and ready for review, not waiting for someone to start from scratch
Built for environmental consulting project managers · EHS firm principals · environmental consulting operations managers · remediation project coordinators
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.locustec.comin a real browser with your saved login - no setup, no API keys. -
1
Locus Technologies - create project and site record
locustec.com
WebRun opens Locus Technologies to create project and site record. - Open Locus Technologies and create a new project record for the client using the contract details
- Set up the site record with the site address, regulatory jurisdiction, and initial project scope
- Assign the project manager and field team to the new project record
Done when A complete project and site record exists in Locus Technologies for the new client.
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2
Gmail - draft client welcome email and onboarding checklist
gmail.com
WebRun opens Gmail to draft client welcome email and onboarding checklist. - Draft a personalised welcome email to the client contact introducing the project team and outlining the onboarding process
- Attach a client onboarding checklist covering information and access the client needs to provide
- Leave the draft unsent for the project manager to review and personalise before sending
Done when A draft welcome email with the onboarding checklist sits in Gmail awaiting project-manager review.
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3
Slack - notify project team with site details and next steps
slack.com
WebRun opens Slack to notify project team with site details and next steps. - Post a new-client notification to the project-team Slack channel with the site name, client contact, project scope, and a link to the Locus project record
- List the immediate next steps for the project team, including scheduling the site visit and requesting initial client documents
- Tag the project manager and assigned field technician
Done when The project team is notified in Slack with everything they need to start the engagement.
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 left as a Gmail draft for the project manager to review and personalise before sending. Nothing goes to the client without human approval.
What information does it need to create the Locus Technologies project record?
It uses the client name, site address, project scope, and project manager from the contract details. The more complete your contract data source, the richer the Locus record it creates.
Can it handle multiple sites for a single new client?
Yes. If the contract covers multiple sites, it creates a separate site record in Locus Technologies for each and lists all of them in the Slack kickoff notification.
Related templates
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