Give every new promo client a smooth, consistent onboarding from day one
When a new client is added to commonsku, WebRun drafts a personalized welcome email in Gmail with next steps for the client, creates a structured onboarding checklist page in Notion for your team, and posts a kickoff alert to your team so the account manager knows exactly what to do first.
- No credit card
- Under $0.01 per run
- Cancel anytime
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
app.commonsku.comin a real browser with your saved login - no setup, no API keys. -
1
commonsku - detect new client added to CRM
commonsku.com How to Automate commonsku
WebRun opens commonsku to detect new client added to CRM. - Detect when a new company or contact is added to commonsku
- Capture the client name, primary contact name, email address, and any notes recorded at intake
- Check that the entry has a valid email address before proceeding
Done when New client details are captured and validated for onboarding.
-
2
Gmail - draft personalized welcome email for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized welcome email for review. - Draft a warm welcome email addressed to the primary contact by name
- Outline the key next steps: sharing brand assets, discussing initial order needs, and scheduling an intro call
- Leave the email as an unsent Gmail draft for your review before it reaches the client
- Do not send the welcome email without human approval
Done when A Gmail draft welcome email is queued for review.
-
3
Notion - create onboarding checklist for account team
notion.so How to Automate Notion
WebRun opens Notion to create onboarding checklist for account team. - Create a new onboarding checklist page in Notion for the client, using your standard onboarding template
- Pre-populate the page with the client name, contact details, and intake notes from commonsku
- Include tasks for brand asset collection, first presentation, sample delivery, and first order kickoff
Done when A Notion onboarding checklist page is live and ready for the account team.
How do I automatically onboard new clients in commonsku with a welcome email and checklist?
When a new client is added to commonsku, WebRun immediately drafts a personalized welcome email in Gmail for your review and creates a structured onboarding checklist page in Notion pre-populated with the client's details. Your account team gets a kickoff alert so the relationship starts with a consistent, professional first impression every time.
- Every new client gets a personalized welcome email drafted within minutes of being added to commonsku
- Account team has a structured Notion checklist ready before the first client call
- No new client slips through without a formal onboarding step initiated
Built for promotional products distributors · promo account managers · sales teams · business development
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 new client automatically?
No. The welcome email is saved as a Gmail draft for your review and personalization before you send it. Nothing reaches the client until you approve it.
How does it know when a new client is added to commonsku?
WebRun monitors commonsku for new company or contact records and triggers the onboarding workflow each time a new client entry appears.
Can I customize the Notion onboarding template?
Yes. You provide your standard Notion onboarding template when setting up the workflow and WebRun copies and pre-populates it for each new client.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.