Automated Payroll Client Onboarding Intake
The moment a new client submits your onboarding form, WebRun reads their company details in Google Forms, creates the client shell in Payroll Relief with the EIN, state tax IDs, and pay schedule, checks DocuSign for the signed service agreement and direct deposit authorization, and drafts a Gmail welcome naming anything still needed.
How do I turn a new client's onboarding form into a ready payroll setup?
The moment a new client submits your onboarding form, WebRun reads their company details in Google Forms, creates the client shell in Payroll Relief, and checks DocuSign for the signed service agreement and direct deposit authorization. It drafts a Gmail welcome naming anything still missing, so a new client moves from signup to a ready payroll setup without a manual checklist.
- New clients move from signup to a ready setup without a manual checklist
- Missing fields and unsigned documents are caught on day one
- Welcome drafts are ready before your team even opens the submission
Built for payroll service bureaus · accounting firms · client onboarding teams · bureau owners
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
www.accountantsworld.com/payroll-reliefin a real browser with your saved login - no setup, no API keys. -
1
Google Forms - read the new client's submitted details
forms.google.com
WebRun opens Google Forms to read the new client's submitted details. - Open the new submission in the onboarding form responses
- Capture the company name, EIN, state tax IDs, and pay schedule
- Note the employee count and the contact for payroll questions
Done when Every submitted onboarding field is captured for the new client.
-
2
Payroll Relief - create the client shell
accountantsworld.com
WebRun opens Payroll Relief to create the client shell. - Create the new client shell in Payroll Relief
- Enter the EIN, state tax IDs, and pay schedule from the form
- Flag any required field the form left blank
Done when The client shell exists in Payroll Relief with every available field entered.
-
3
DocuSign - check signed agreement status
docusign.com
WebRun opens DocuSign to check signed agreement status. - Open the new client's envelope for the service agreement and direct deposit authorization
- Check the signature status of each document
- Note anything still unsigned
Done when The signature status of every required onboarding document is confirmed.
-
4
Gmail - draft the welcome and missing items email
gmail.com
WebRun opens Gmail to draft the welcome and missing items email. - Draft a welcome email to the new client's primary contact
- List anything still missing: a blank field, an unsigned document, or an employee roster
- Leave the email as a draft. Never send it without review
Done when A welcome and missing items draft is waiting in Gmail for every new client.
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 email the new client without me?
No. WebRun only drafts the welcome and missing items email in Gmail. You review it and send it yourself, nothing goes to a new client automatically.
Does it sign the service agreement for the client?
No. It only checks the signature status in DocuSign. Signing stays entirely with the client, WebRun never signs on anyone's behalf.
What if the client's form answers are incomplete?
It creates the client shell with whatever was submitted and flags every blank required field, so nothing silently gets skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.