Automated CPO Onboarding Kickoff After Contract Signing
When a new CPO contract is marked as signed in DocuSign, WebRun reads the partner name and contact details, creates the operator account in AMPECO, schedules a kickoff call in Google Calendar with the assigned onboarding manager, and drafts a personalised welcome email in Gmail for the manager to review and send before the new partner receives anything.
How do I automatically kick off CPO onboarding when a new EV charging contract is signed?
When a CPO contract is signed in DocuSign, WebRun reads the partner details, creates the operator account in AMPECO, schedules a kickoff call in Google Calendar, and saves a personalised welcome email draft in Gmail for the onboarding manager. The account and calendar event are created automatically, while the welcome email waits for a human review before reaching the new partner.
- New CPO partner has an AMPECO account and kickoff call scheduled within minutes of signing
- Onboarding manager receives a draft welcome email ready to personalise, not a blank page
- No new partner waits days for their account to be set up after signing a contract
Built for EV charging onboarding managers · charge point operator partnerships · CPO customer success · e-mobility commercial operations
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 signed CPO contract
docusign.com
WebRun opens DocuSign to detect signed CPO contract. - Monitor DocuSign for envelopes that transition to Completed status and are tagged as CPO contracts
- Capture the company name, primary contact name and email, contract tier, and assigned onboarding manager from the signed envelope
- Confirm the contract contains the expected fields before triggering downstream actions
Done when A newly signed CPO contract has been detected and its contact and tier details captured.
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2
AMPECO - create operator account
ampeco.com
WebRun opens AMPECO to create operator account. - Open AMPECO and navigate to the operator management section
- Create a new operator account using the company name, contact email, and contract tier from DocuSign
- Note the new AMPECO account ID and initial login credentials for inclusion in the welcome email
Done when A new AMPECO operator account has been created for the signed CPO partner.
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3
Google Calendar - schedule kickoff call
calendar.google.com
WebRun opens Google Calendar to schedule kickoff call. - Create a kickoff call event in Google Calendar for 3 to 5 business days from the contract signing date
- Invite the assigned onboarding manager and include the new partner's contact email in the event
- Add the AMPECO account ID and contract tier to the event description for the manager's reference
Done when A kickoff call is scheduled in Google Calendar with both the partner and the onboarding manager invited.
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4
Gmail - draft welcome email for review
gmail.com
WebRun opens Gmail to draft welcome email for review. - Draft a professional welcome email to the new CPO partner's primary contact
- Include the kickoff call date, AMPECO login details, and what to expect in the first week
- Save the draft in Gmail and leave it unsent for the onboarding manager to review and personalise before sending - do not send automatically
Done when A welcome email draft is saved in Gmail for the onboarding manager to review and send.
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 CPO partner automatically?
No. The welcome email is saved as a Gmail draft only. The onboarding manager reviews, personalises if needed, and sends it so the first communication the partner receives is human-approved.
Does creating the AMPECO account happen automatically without a human check?
Yes, but only the account creation step is automated. The account is created using the exact details from the signed DocuSign contract. Any changes to access level or permissions after creation are done manually by your team.
What if the contract is missing required fields?
WebRun validates that the expected fields, such as company name, contact email, and contract tier, are present in the DocuSign envelope before creating the AMPECO account. If a required field is missing, the run pauses and alerts your ops team instead of proceeding with incomplete data.
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