Automated Heavy Equipment Customer Onboarding
When a new customer account is created in e-Emphasys following a closed equipment sale, WebRun reads the account details, drafts a personalized welcome email in Gmail for the account manager to review, creates an onboarding checklist in a tracking sheet, and notifies the account manager in Slack.
How do I automatically kick off onboarding for new heavy equipment customers?
When a new customer account is created in e-Emphasys after a closed equipment sale, WebRun reads the account details, drafts a personalized welcome email in Gmail for the account manager to review and send, and posts a Slack kickoff notification with an onboarding checklist. The customer never receives an automated email without human approval.
- Every new customer gets a drafted welcome email and a kickoff notification within the hour of account creation
- Account managers always know about new customers the moment they land in e-Emphasys
- No new sale falls through the onboarding cracks over a busy week
Built for heavy equipment dealers · equipment dealer account managers · construction equipment 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
e-emphasys.com/home/solutionsin a real browser with your saved login - no setup, no API keys. -
1
e-Emphasys - detect new customer account
e-emphasys.com
WebRun opens e-Emphasys to detect new customer account. - Detect a newly created customer account in e-Emphasys linked to a closed sale
- Read the customer name, company, equipment purchased, primary contact email, and assigned account manager
- Note any special terms or notes from the sales opportunity record
Done when New customer account details are captured from e-Emphasys.
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2
Gmail - draft welcome email for manager review
gmail.com
WebRun opens Gmail to draft welcome email for manager review. - Draft a personalized welcome email introducing the customer's account manager and key service contacts
- Reference the specific equipment purchased and include next steps for delivery and setup
- Save the email as a Gmail draft for the account manager to review and send. Do not send automatically.
Done when Welcome email draft is queued in Gmail for account manager approval.
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3
Slack - notify account manager to kick off onboarding
slack.com
WebRun opens Slack to notify account manager to kick off onboarding. - Post a Slack notification to the account manager with the new customer's name, company, equipment, and a link to the draft welcome email
- Include a reminder checklist of standard onboarding steps to complete this week
Done when Account manager is notified in Slack and has the draft welcome email ready to 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 customer automatically?
No. The welcome email is always saved as a Gmail draft. The account manager reviews it and decides when to send, so the customer experience stays personal and considered.
What if the customer account already exists from a previous relationship?
WebRun checks for an existing account in e-Emphasys before triggering onboarding. If the account predates this sale, it skips the welcome email and just notifies the manager.
Can it handle multiple equipment units in a single sale?
Yes. If the closed sale includes multiple units, the welcome email draft references all of them and the onboarding checklist covers each unit individually.
Related templates
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