All templates

Automated Food Hall Vendor Onboarding

When a new stall is added in Hallpass, WebRun reads the vendor's details, builds their onboarding document checklist, prepares the licence, insurance, and agreement forms for signature in DocuSign, and drafts a welcome email in Gmail listing exactly what each vendor still needs to provide, left unsent for you to review and send.

Runs on WebRun · Strict Lockdown policy
When a new vendor is added in Hallpass WebRunorchestrates each step
1 Hallpass read the new vendor's details
2 DocuSign prepare onboarding forms for signature
3 Gmail draft the welcome and checklist email
In short

How do I automatically build a new food hall vendor's onboarding checklist?

When a new stall is added in Hallpass, WebRun builds the vendor's onboarding document checklist, prepares the licence and insurance forms in DocuSign, and drafts a welcome email in Gmail listing what is still outstanding. The forms and email stay unsent until you review them, so every new vendor gets a consistent, complete onboarding you control.

  • Every new stall gets the same complete onboarding checklist from day one
  • Licence and insurance forms are prepared and ready the moment a vendor is added
  • No onboarding request reaches a vendor without your review

Built for food hall operators · market hall managers · vendor coordinators · multi-vendor venue owners

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.hallpasshq.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Hallpass - read the new vendor's details
    hallpasshq.com
    WebRun in Hallpass: read the new vendor's details
    WebRun opens Hallpass to read the new vendor's details.
    • Open Hallpass and read the new stall's business name, contact, and lease details
    • Build the required-document checklist: licence, insurance, food safety, tax details, and bank info
    • Mark which items are already on file and which are still missing

    Done when The new vendor has a complete document checklist showing what is on file and what is missing.

  3. 2
    DocuSign - prepare onboarding forms for signature
    docusign.com
    WebRun in DocuSign: prepare onboarding forms for signature
    WebRun opens DocuSign to prepare onboarding forms for signature.
    • Open DocuSign and prepare the licence agreement and required forms addressed to the vendor
    • Pre-fill the vendor and stall details into each template
    • Leave every envelope prepared but unsent for you to review before it goes out

    Done when Each onboarding form is prepared in DocuSign and waiting for your review.

  4. 3
    Gmail - draft the welcome and checklist email
    gmail.com
    WebRun in Gmail: draft the welcome and checklist email
    WebRun opens Gmail to draft the welcome and checklist email.
    • Draft a warm welcome email to the vendor listing the documents still outstanding
    • Reference the prepared DocuSign forms and a clear return-by date
    • Save the email as an unsent Gmail draft. Do not send onboarding requests automatically

    Done when A Gmail draft welcome-and-checklist email exists for the new vendor, waiting for you to send.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.hallpasshq.com
ScheduleRuns automatically on this cadence
When a new vendor is added in Hallpass
DeliveryHow each run's result reaches you
Onboarding checklist · Gmail
OutputWhat each run produces - An onboarding checklist per new vendor, prepared DocuSign forms, and an unsent Gmail welcome email listing what is outstanding.
Checklist + drafts
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send forms or the welcome email to the vendor on its own?

No. WebRun prepares the DocuSign forms and drafts the welcome email, but leaves both unsent. You review each envelope and the message, then send them yourself.

How does it know which documents are still missing?

It reads what is already recorded against the stall in Hallpass and compares that to your standard onboarding checklist, so the email lists only the licence, insurance, or details still outstanding.

Can I change what the onboarding checklist requires?

Yes. Tell WebRun which documents your food hall requires, such as food safety certificates or public liability cover, and it builds each new vendor's checklist from that list.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.