Automated Bonsai Client Onboarding Checklist
When a new client is added in Bonsai, WebRun checks whether their proposal, contract, and deposit invoice have all been created, logs the client's setup status to Airtable, and adds a Notion page with the checklist so nothing about onboarding a new client gets missed.
How do I make sure new Bonsai clients get fully onboarded?
WebRun checks every new Bonsai client for a proposal, signed contract, and deposit invoice, logging the onboarding status to Airtable and adding a Notion checklist page. Nothing about starting a new client engagement gets missed, because the checklist stays visible until every item is checked off.
- Every new client's setup status is visible in Airtable without opening Bonsai
- Missing contracts or deposit invoices get caught before work starts, not after
- The Notion checklist gives one place to see exactly what is left to do
Built for Freelancers · consultants · creative professionals · independent contractors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.hellobonsai.comin a real browser with your saved login - no setup, no API keys. -
1
Bonsai - check the new client's setup status
hellobonsai.com
WebRun opens Bonsai to check the new client's setup status. - Open the new client's record in Bonsai
- Check whether a proposal, contract, and deposit invoice exist
- Note the exact item still missing, if any
Done when Every new client's onboarding status has been checked.
-
2
Airtable - log the onboarding status
airtable.com
WebRun opens Airtable to log the onboarding status. - Add the client to the Airtable onboarding tracker
- Record which onboarding items are complete and which are outstanding
- Update the record as items get completed
Done when The Airtable tracker reflects an accurate onboarding status for every client.
-
3
Notion - post the checklist page
notion.so
WebRun opens Notion to post the checklist page. - Add a Notion page with the client's onboarding checklist
- List proposal, contract, and deposit invoice as line items
- Check off each item as it gets completed
Done when A living checklist exists in Notion for every new client.
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
Does it create the proposal or contract itself?
No. WebRun only checks whether they exist and logs the status. Creating and sending them stays your task inside Bonsai.
What onboarding items does it check?
A proposal, a signed contract, and a deposit invoice by default, the three steps most freelance engagements need before work begins.
Does it notify the client?
No. The Airtable tracker and Notion checklist are internal for you. WebRun does not contact the client directly.
Related templates
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