Automated Shopify New Channel Onboarding Checklist
When you trigger a new channel launch, WebRun opens Shopify to confirm the channel type and current setup state, builds a tailored onboarding checklist in Google Sheets covering product listings, inventory allocation, payment settings, tax configuration, and go-live steps, and posts a kickoff summary to Slack so the responsible team member can begin.
Shopify
confirm channel type and current setup state
How do I create an onboarding checklist when launching a new Shopify sales channel?
WebRun checks Shopify when you trigger a new channel launch, confirms the channel type and current setup state, builds a tailored onboarding checklist in Google Sheets covering products, inventory, payments, tax, and go-live steps, and posts a kickoff summary to Slack. Your team works from the checklist and nothing falls through the cracks.
- New channel launched with every setup step documented and assigned from day one
- No critical configuration steps missed due to an undocumented process
- Team alerted in Slack immediately so the launch does not sit waiting for a kickoff meeting
Built for omnichannel retailers expanding channels · Shopify POS operators · retail ops managers · e-commerce expansion 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
admin.shopify.comin a real browser with your saved login - no setup, no API keys. -
1
Shopify - confirm channel type and current setup state
WebRun opens Shopify to confirm channel type and current setup state. - Open Shopify Admin and check the newly added channel under Sales Channels
- Confirm which setup steps Shopify shows as incomplete for the channel
- Note the channel type (POS location, marketplace, social, or online store market) to tailor the checklist
- Capture any existing products that are not yet published to the new channel
Done when The channel type and incomplete setup steps are confirmed.
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2
Google Sheets - build the tailored onboarding checklist
google.com
WebRun opens Google Sheets to build the tailored onboarding checklist. - Create a new tab in the Channel Onboarding tracker for the new channel
- Populate a checklist of required steps: product publishing, inventory allocation, payment and tax settings, shipping configuration, and go-live verification
- Mark any steps Shopify shows as already complete
- Add the responsible owner and target completion date for each step
Done when A complete onboarding checklist is live in the tracker with all steps, owners, and due dates.
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3
Slack - post the kickoff summary to the team
slack.com
WebRun opens Slack to post the kickoff summary to the team. - Post a kickoff message to the ops or retail channel naming the new channel, linking to the checklist sheet, and tagging the responsible team member
- Include the number of open checklist items so they know the scope at a glance
Done when The team is notified and has everything they need to begin the onboarding.
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.
Shopify
Sign in once
Every action is checked against this policy before it runs.
Questions, answered
Does it complete any setup steps automatically?
No. WebRun reads the current setup state and builds the checklist, but all configuration steps are completed by your team. The checklist makes sure nothing is missed, not that nothing needs doing.
What channel types does it support?
It works for any Shopify sales channel including a new POS location, an online store market, a social channel such as Instagram or TikTok Shop, or a marketplace integration. The checklist content is tailored to the channel type.
Can I customise the checklist for our own onboarding process?
Yes. Provide WebRun with your standard onboarding steps during setup and it will merge them with the Shopify-specific requirements so the checklist matches exactly how your team works.
Related templates
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