Automated Luzmo Client Onboarding Checklist
When a new client is ready to onboard, WebRun opens Luzmo, works through the embedded dashboard setup checklist step by step from data source connection to theme and access permissions, saves the completed checklist to Google Drive, and posts progress updates to Slack so the team can see exactly where a new client's setup stands without asking.
How do I track the setup checklist for a new Luzmo embedded dashboard client?
WebRun works through the Luzmo embedded dashboard setup checklist for every new client, from data source connection to theme and access permissions. It saves the completed checklist to Google Drive and posts progress to Slack as each step finishes, so the team always knows exactly how far along a new client's dashboards are without having to ask.
- Every new client follows the same repeatable setup checklist
- The team sees setup progress in Slack instead of asking who did what
- Outstanding steps get flagged instead of silently falling through
Built for Customer onboarding teams · Implementation specialists · Embedded analytics teams · Agencies
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
luzmo.comin a real browser with your saved login - no setup, no API keys. -
1
Luzmo - work through the setup checklist
- Open Luzmo and confirm the client's data source is connected
- Check that the dashboard theme and branding match the client
- Confirm access permissions and embed settings are configured
Done when Every setup checklist item has been checked for the new client.
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2
Google Drive - save the completed checklist
drive.google.com
WebRun opens Google Drive to save the completed checklist. - Save a copy of the completed checklist to the client's onboarding folder
- Note the date each step was completed
- Flag any step that could not be completed yet
Done when The completed checklist is saved to Drive for this client.
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3
Slack - post setup progress
slack.com
WebRun opens Slack to post setup progress. - Post an update on how many checklist items are done for this client
- Flag any item still outstanding and who owns it
- Post a final confirmation once every item is complete
Done when The team channel has this client's current setup status.
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 invite the client or share the dashboard itself?
No. It works through the internal setup checklist and reports status. Inviting the client or sharing a live dashboard stays a decision for your team.
What happens if a step cannot be completed yet, like a missing data source?
It is flagged as outstanding in both the checklist and the Slack update, so the team knows what is blocking the client instead of assuming setup is done.
Can the checklist be reused for every new client?
Yes. The same checklist runs for each new client added, so every onboarding follows the same steps in the same order.
Related templates
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