Automated Produce Pro New Customer Onboarding
When a new customer is added in Produce Pro, WebRun drafts a personalized welcome email, creates an onboarding call in Google Calendar, and posts a setup checklist to your sales Slack channel so nothing slips through.
How do I automate new customer onboarding for a fresh produce distributor?
When a new customer is created in Produce Pro, WebRun captures their contact and account details, drafts a personalized welcome email in Gmail for the rep to review, schedules an onboarding call in Google Calendar, and posts a setup checklist to the sales Slack channel, so every new account gets a consistent, professional first impression.
- Every new customer gets a consistent onboarding within minutes of account creation
- Reps receive a checklist so nothing falls through the cracks
- No welcome email goes out without rep review and approval
Built for produce sales reps · fresh produce distributors · wholesale produce companies · account managers
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
producepro.comin a real browser with your saved login - no setup, no API keys. -
1
Produce Pro - detect new customer account
producepro.com
WebRun opens Produce Pro to detect new customer account. - Detect the newly created customer account in Produce Pro
- Capture the company name, primary contact, email address, phone, and assigned sales rep
- Note any credit terms, delivery zone, and commodity preferences already recorded
Done when New customer details are captured and ready for the onboarding steps.
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2
Gmail - draft welcome email for review
gmail.com
WebRun opens Gmail to draft welcome email for review. - Draft a personalized welcome email addressed to the primary contact using your template
- Include the assigned rep name, direct phone, and next steps for placing a first order
- Leave the draft in Gmail for the rep to review and send. Do not send automatically
Done when A personalized welcome email draft is ready in Gmail for the rep to approve and send.
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3
Google Calendar - create onboarding call event
calendar.google.com
WebRun opens Google Calendar to create onboarding call event. - Create a 30-minute onboarding call event for 2 business days from today
- Invite the assigned rep and add the customer contact email as an attendee
- Add the Produce Pro account link and commodity preferences to the event description
Done when An onboarding call is scheduled on Google Calendar with both parties invited.
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4
Slack - post setup checklist to sales channel
slack.com
WebRun opens Slack to post setup checklist to sales channel. - Post a new-customer checklist to the sales Slack channel with the customer name and rep assigned
- List the onboarding tasks: welcome email sent, terms confirmed, first order placed, delivery route mapped
- Tag the assigned rep so they see the notification immediately
Done when The sales team has a checklist post in Slack for the 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 to the customer on its own?
No. WebRun drafts the email in Gmail and leaves it for the assigned rep to review and send. Nothing goes to the customer without a human approving it first.
Can I customize the welcome email template?
Yes. Provide your preferred template text during setup and WebRun will fill in the customer name, rep details, and any commodity preferences from Produce Pro.
What if no sales rep is assigned to the new account?
WebRun flags the account in the Slack checklist with an unassigned warning so a manager can allocate a rep before the onboarding call is scheduled.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.