Automated Propane New Customer Onboarding
Each morning, WebRun checks Blue Cow Software for customer accounts created in the past 24 hours, drafts a personalized welcome email for each new customer, and posts your team a Slack checklist of onboarding tasks, such as confirming tank access, setting up autopay, and scheduling the first delivery.
How do I automatically onboard new propane delivery customers?
WebRun checks Blue Cow Software each morning for customer accounts created in the past 24 hours, drafts a personalized welcome email in Gmail for each new customer, and posts your operations team a Slack onboarding checklist covering tank access, first delivery scheduling, and payment setup. Every new customer gets the same thorough first impression.
- Every new customer receives a personalized welcome email drafted the morning after signup
- Operations teams get a complete onboarding checklist before the first delivery
- Missing account details are flagged immediately so nothing is set up incorrectly
Built for propane dealers · heating fuel companies · fuel oil distributors · customer service and operations teams
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
www.bluecowsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Blue Cow Software - find new customer accounts from last 24 hours
bluecowsoftware.com
WebRun opens Blue Cow Software to find new customer accounts from last 24 hours. - Open Blue Cow Software and filter the customer list for accounts created in the past 24 hours
- Capture each new customer's name, address, email address, phone number, delivery type, and payment method on file
Done when Every new account created in the past 24 hours is identified with their setup details.
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2
Gmail - draft welcome email per new customer
gmail.com
WebRun opens Gmail to draft welcome email per new customer. - Draft a warm welcome email for each new customer that introduces your company, explains the delivery process, and provides emergency contact information
- Include next steps such as confirming tank access and setting up autopay if not already done
- Save all emails as drafts for your team to review before sending. Do not send automatically
Done when A personalized welcome email draft is ready for every new customer account.
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3
Slack - post onboarding checklist for each new account
slack.com
WebRun opens Slack to post onboarding checklist for each new account. - Post a new-customer onboarding checklist to the operations channel for each new account
- Include tasks such as confirming tank access instructions, scheduling the first fill, and verifying payment setup
- Flag any missing required information, such as no tank size recorded or no payment method on file
Done when Operations team has an onboarding checklist in Slack for every new customer added yesterday.
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 customer automatically?
No. WebRun drafts the welcome email and holds it in Gmail for your team to review and send. No message reaches the customer without human approval.
What information does it pull from Blue Cow Software for the welcome email?
It captures the customer's name, address, delivery type, and payment method to personalize the welcome message and highlight any missing setup steps your team needs to complete.
What if a new account was added on a weekend?
Monday morning's run captures all accounts created in the past 24 hours, but the workflow also catches any accounts added on Saturday or Sunday when it runs each weekday morning, so no new customer is skipped.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.