Automated Kylas New Deal Setup Checklist
Whenever a new deal is created in Kylas, WebRun checks that it has an owner, a value, and a next step set, books a discovery call on the owner's Google Calendar if one isn't already scheduled, and posts the new deal to Microsoft Teams so the team knows it exists from day one.
How do I make sure every new Kylas deal is set up correctly?
WebRun checks every new deal created in Kylas for an owner, a value, and a next step, and books a discovery call on the owner's Google Calendar if one isn't already scheduled. It posts the new deal to Microsoft Teams with anything still missing flagged, so no deal starts its life with a gap nobody caught.
- Every new deal gets an owner and next-step check the moment it's created
- Discovery calls get booked automatically instead of falling through
- Gaps in deal setup get flagged in Teams instead of surfacing weeks later
Built for sales managers · small sales teams · Kylas CRM users · revenue operations
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
kylas.ioin a real browser with your saved login - no setup, no API keys. -
1
Kylas - check the new deal is fully set up
kylas.io
WebRun opens Kylas to check the new deal is fully set up. - Open Kylas and check newly created deals since the last run
- Confirm each has an owner, a value, and a next step set
- Flag any deal missing one of those three
Done when Every new deal is checked for owner, value, and next step.
-
2
Google Calendar - book a discovery call if needed
calendar.google.com
WebRun opens Google Calendar to book a discovery call if needed. - Book a discovery call on the owner's calendar for any deal without one scheduled
- Title it with the company name and deal value
Done when Every new deal without a scheduled call now has one booked.
-
3
Microsoft Teams - notify the team it exists
microsoft.com
WebRun opens Microsoft Teams to notify the team it exists. - Post each new deal to the sales channel with its owner, value, and next step
- Flag any deal still missing a piece of setup
Done when The team has a Teams post for every new deal, complete or flagged.
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 assign an owner to an unowned deal?
No. WebRun flags a deal missing an owner so a manager can assign one. It does not decide who should own a deal.
What if a discovery call is already booked?
It checks the owner's calendar first and only books a new call if one isn't already scheduled, so you never end up with duplicates.
Does this apply to every deal, no matter how small?
Yes, every newly created deal gets the same check. You can add a minimum value if you only want it applied above a certain deal size.
Related templates
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