Automated Hnry New Member Setup Checklist
When someone joins under your Hnry account, WebRun checks their tax profile, bank details, and invoicing setup are complete, posts a checklist to Telegram, and texts you if anything's still missing before their first payment.
How do I make sure new Hnry members finish their setup?
WebRun checks each new Hnry member's setup as soon as they're added, confirming their tax details, bank account, and invoicing information are filled in. It posts the full checklist to Telegram and, only when something is still missing, texts you directly, so no one starts earning under an incomplete profile.
- Incomplete setups get caught before the first payment, not after
- You're only interrupted by text when something actually needs attention
- Every new member has a recorded checklist of what was checked
Built for Hnry account admins · accountants · agencies placing contractors · umbrella companies
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
hnry.comin a real browser with your saved login - no setup, no API keys. -
1
Hnry - check the new member's setup
hnry.com
WebRun opens Hnry to check the new member's setup. - Open the new member's Hnry profile
- Check that their tax details, bank account, and invoicing information are filled in
- Note any step still marked incomplete
Done when Every setup item for the new member has a clear complete or incomplete status.
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2
Telegram - post the checklist to Telegram
telegram.org
WebRun opens Telegram to post the checklist to Telegram. - Post the checklist with each item marked done or outstanding
- Include the member's name so it's easy to match to the right person
- Keep the message to a few lines
Done when You have the full setup checklist in Telegram.
-
3
Twilio - text you if something's missing
twilio.com
WebRun opens Twilio to text you if something's missing. - If any item is still incomplete, send a short text alert
- Name only the missing item, not the full checklist
- Skip the text entirely when everything is complete
Done when You're texted only when something still needs attention.
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 fill in the missing details for the new member?
No. It only checks what's already entered in Hnry and reports gaps. The member still enters their own tax and bank details.
Will I get texted every time, even when setup is complete?
No. The Twilio text only fires when something is still missing, so a clean setup produces just the Telegram checklist.
What Hnry details does it check?
Whether tax details, bank account, and invoicing information are filled in on the member's profile. It reads the live status each time it runs.
Related templates
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