Automated Security Client Onboarding Workflow
When a new client account is created in Belfry, WebRun drafts a professional welcome email with next steps for the client, queues a site setup checklist in Belfry for your ops team, and posts a new-client notification to Slack so your account manager and scheduler know a new site is coming online.
How do I automatically onboard new security clients and set up their sites?
When a new client account appears in Belfry, WebRun creates a site setup checklist for your ops team, drafts a professional welcome email with onboarding next steps for the account manager to review and send, and posts a new-client Slack notification so your scheduler and account team can act immediately.
- New client onboarding tasks are created in Belfry within hours of a contract being signed
- Account managers start with a ready-to-send welcome email instead of a blank page
- Ops teams are notified immediately so scheduling can begin before the first site visit
Built for security account managers · private security companies · contract security firms · security 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
app.belfrysoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Belfry - detect new client account and queue site setup task
belfrysoftware.com
WebRun opens Belfry to detect new client account and queue site setup task. - Open Belfry and check for new client accounts or sites created in the last 24 hours
- Capture the client name, site address, service start date, and primary contact details
- Create a site setup checklist task in Belfry assigned to the ops team covering post orders, access details, and emergency contacts
Done when A site setup task is queued in Belfry and all client details are captured for the welcome email.
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2
Gmail - draft welcome email with onboarding next steps
gmail.com
WebRun opens Gmail to draft welcome email with onboarding next steps. - Draft a professional welcome email to the new client's primary contact
- Include a summary of next steps: site survey scheduling, emergency contact collection, and the expected start date
- Leave the email as a draft for the account manager to personalise and send
Done when A draft welcome email is queued in Gmail for the account manager to review and send.
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3
Slack - notify account manager and ops team
slack.com
WebRun opens Slack to notify account manager and ops team. - Post a new-client notification to the ops Slack channel with the client name, site address, and service start date
- Tag the assigned account manager and scheduler
- Include a link to the client record in Belfry
Done when Account manager and ops team are notified in Slack with the new client's details and a Belfry link.
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 left as a Gmail draft for your account manager to review, personalise, and send. Nothing goes to the client without a human approving it.
What if the client record in Belfry is incomplete?
WebRun uses the details available in the Belfry record. If key fields like site address or contact email are missing, the Slack notification flags the gap so your team can fill it in before the client receives anything.
Can it handle onboarding for multiple new clients added on the same day?
Yes. It runs for every new client account detected, so if three clients are added in a day, three sets of onboarding tasks, email drafts, and Slack notifications are created.
Related templates
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