Automated Stone Merchant Onboarding Tracking
Every morning, WebRun signs in to the Stone merchant dashboard, lists every onboarding step still outstanding for a new account such as documents, bank details, or terminal activation, keeps a Trello checklist card current with each item's status, and posts a short update to Microsoft Teams.
How do I track a new Stone merchant's onboarding checklist?
WebRun checks a new Stone merchant account every morning for onboarding steps still outstanding, such as documents, bank details, or terminal activation. It keeps a Trello checklist current with each item's status and posts a short update to Microsoft Teams when something changes, so a new merchant's setup never stalls on a missed step.
- Onboarding never stalls because a step got missed
- The checklist status is always current in Trello
- The team sees setup progress in Teams without checking the dashboard
Built for payments operations · merchant success teams · small business owners · Stone partners
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
www.stone.com.brin a real browser with your saved login - no setup, no API keys. -
1
Stone - check onboarding status
stone.com.br
WebRun opens Stone to check onboarding status. - Sign in to the Stone merchant dashboard
- List every onboarding item still marked outstanding
- Note which items are waiting on documents, bank details, or terminal activation
Done when Every outstanding onboarding item is listed with its status.
-
2
Trello - track the checklist
trello.com
WebRun updates the checklist in Trello. - Update the onboarding checklist card with each item's current status
- Mark completed items as done and leave the rest open
- Add a due date if Stone shows a deadline
Done when The Trello checklist reflects the current onboarding status.
-
3
Microsoft Teams - post the status update
microsoft.com
WebRun opens Microsoft Teams to post the status update. - Post a short status update listing what is still outstanding
- Link back to the Trello checklist for full detail
- Skip the post if nothing has changed since yesterday
Done when The team has today's onboarding status in Microsoft Teams.
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 WebRun submit documents or activate the account itself?
No. WebRun only reads the onboarding status in Stone and reports on it. It never uploads a document, submits a form, or moves money. Every action inside Stone stays yours to take.
What counts as an outstanding onboarding item?
Any document, bank detail, or activation step the Stone dashboard still shows as pending. Once Stone marks it complete, WebRun checks it off in Trello and drops it from the update.
Will Teams get a post every day even with nothing new?
No. WebRun skips the Microsoft Teams post on any day where the onboarding status hasn't changed since the last check.
Related templates
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