Automated join.me New Host Setup Checklist
When a new host account is requested, WebRun opens join.me to confirm the account, personal link, and recording settings are configured, tracks the setup on a Trello card, and notifies IT in Microsoft Teams once every step is confirmed so the new host can start scheduling meetings right away.
How do I make sure a new join.me host account is set up right?
WebRun checks a new join.me host account against your setup checklist, tracks progress on a Trello card, and notifies IT in Microsoft Teams once the personal link and recording settings are fully confirmed, so a new host starts scheduling meetings as soon as the account is genuinely ready.
- New hosts get a tracked setup checklist from day one
- IT is notified only once setup is genuinely complete
- Stalled setups stay visible instead of getting lost
Built for IT teams · office managers · remote teams · consultants
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
join.mein a real browser with your saved login - no setup, no API keys. -
1
join.me - check the new host's account setup
join.me
WebRun opens join.me to check the new host's account setup. - Open join.me and find the newly created host account
- Confirm the personal meeting link and recording settings are set
- List anything still missing before the account is ready
Done when The new host account's setup status is fully known.
-
2
Trello - track the setup checklist
trello.com
WebRun opens Trello to track the setup checklist. - Add a card to the New Host Setup board
- Check off each confirmed setup step
- Leave any outstanding step open with a note
Done when The Trello card reflects the current setup status.
-
3
Microsoft Teams - notify IT when ready
microsoft.com
WebRun opens Microsoft Teams to notify IT when ready. - Post a message to the IT channel once every step is confirmed
- Include the host's personal meeting link
- Skip the notification until setup is fully complete
Done when IT is notified in Teams only once setup is fully complete.
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 WebRun create the join.me account itself?
No. It only checks the setup status of an account your admin already created and tracks what is outstanding. Account creation is done by your team.
Why wait to notify IT until everything is confirmed?
So IT is not pinged for a half finished setup. The Teams notification is reserved for the moment the new host is actually ready to use the account.
What if a setup step stalls for several days?
The Trello card stays open and visible on the board the whole time, so a stalled setup is easy to spot rather than forgotten.
Related templates
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