Automated Intermodal Customer Onboarding Kickoff
Every morning, WebRun checks Rail Command for customer accounts created in the last 24 hours, drafts a welcome email in Gmail, prepares a DocuSign envelope with the rate agreement template, and creates a Google Calendar kickoff call invitation, all left for your team to review and send.
How do I automatically kick off the onboarding process for a new intermodal customer?
WebRun checks Rail Command every morning for new intermodal customer accounts, then prepares a complete onboarding draft package: a Gmail welcome email, a DocuSign rate agreement envelope, and a Google Calendar kickoff call invitation. Every item is left for your account manager to review before anything reaches the customer.
- Every new customer account triggers a complete onboarding package the same morning
- No welcome email or agreement goes out without the account manager's approval
- Onboarding steps are never missed because a coordinator was too busy to start them
Built for intermodal account managers · freight sales teams · logistics customer success teams · rail carrier onboarding coordinators
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
railinfo.rsilogistics.comin a real browser with your saved login - no setup, no API keys. -
1
RSI Logistics Rail Command - detect new customer accounts
rsilogistics.com
WebRun opens RSI Logistics Rail Command to detect new customer accounts. - Open Rail Command and filter customer accounts to those created in the last 24 hours
- Capture the company name, primary contact name, email, and assigned account manager for each new account
Done when All new customer accounts created in the last 24 hours are listed with contact and account manager details.
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2
DocuSign - prepare rate agreement envelope for signature
docusign.com
WebRun opens DocuSign to prepare rate agreement envelope for signature. - Open DocuSign and create a new envelope using the standard intermodal rate agreement template
- Pre-fill the customer name and contact email fields from Rail Command data
- Save the envelope as a draft. Do not send for signature without your account manager's review
Done when A DocuSign draft envelope exists for each new customer with their details pre-filled.
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3
Gmail - draft welcome email to new customer
gmail.com
WebRun opens Gmail to draft welcome email to new customer. - Draft a welcome email to each new customer introducing their account manager and next steps
- Reference the pending rate agreement and invite them to a kickoff call
- Leave every draft in Drafts for the account manager's review before sending
Done when A review-ready welcome email draft exists in Gmail for each new customer.
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4
Google Calendar - create kickoff call invitation
calendar.google.com
WebRun opens Google Calendar to create kickoff call invitation. - Create a proposed kickoff call event on Google Calendar for 3 to 5 business days from today
- Add the account manager and the new customer contact as attendees
- Save the event as a draft invitation. Do not send without the account manager's review
Done when A draft kickoff call event exists on Google Calendar for each new customer.
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 and DocuSign request to the new customer automatically?
No. The welcome email is saved as a Gmail draft, the DocuSign envelope is saved as a draft, and the calendar invite is saved for review. Nothing reaches the customer until your account manager approves and sends each item.
What rate agreement template does it use in DocuSign?
It uses the standard intermodal rate agreement template you have set up in DocuSign. If you have multiple templates for different customer types, you can configure the workflow to select the right one based on the account details in Rail Command.
What happens if a new account is missing contact information?
If the customer email field is blank in Rail Command, WebRun skips the draft and flags the account in a Slack message so your team can complete the record before the next run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.