Automated Spotler CRM Company Setup Checklist
Whenever a new company record is created in Spotler CRM, WebRun checks that it has an owner and a first task or call scheduled, creates a Trello card so the setup is tracked on your onboarding board, and sends the owner a WhatsApp message confirming the new company and what still needs to be set up.
How do I make sure every new Spotler CRM company record is set up correctly?
WebRun checks every new Spotler CRM company record for an owner and a first task or call scheduled the moment it's created, and creates a Trello card to track the setup. It sends the owner a WhatsApp confirmation naming anything still missing, so no new company record sits incomplete without anyone noticing.
- No new company record sits without a confirmed owner and first task
- Setup is tracked on a Trello card instead of relying on memory
- Owners get a same-moment WhatsApp confirmation for every new record
Built for small business sales teams · Spotler CRM users · sales managers · 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
spotlercrm.comin a real browser with your saved login - no setup, no API keys. -
1
Spotler CRM - check the new company record is fully set up
- Open Spotler CRM and check company records created since the last run
- Confirm each has an owner and a first task or call scheduled
- Flag any record missing one of those two
Done when Every new company record is checked for owner and first task.
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2
Trello - track the setup on a Trello card
trello.com
WebRun opens Trello to track the setup on a Trello card. - Create a card on the New Company Setup board for each new record
- Include the owner, industry, and whether a first task is booked
Done when Every new company record has a tracked Trello card.
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3
WhatsApp - notify the owner
whatsapp.com
WebRun opens WhatsApp to notify the owner. - Message the owner confirming their new company record and any missing setup step
- Keep it to the company name and what's outstanding
Done when Every owner has a WhatsApp confirmation for their new company record.
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
Does it assign an owner to an unowned record?
No. WebRun flags a record missing an owner so a manager can assign one. It does not decide who should own it.
What happens to the Trello card once setup is complete?
That's managed on your Trello board directly. WebRun creates and tracks the card's initial details, and your team moves it through the board as usual.
Who receives the WhatsApp confirmation?
Only the assigned owner, as an internal confirmation. It's never sent to the company or contact itself.
Related templates
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