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Automated Teable New Project Base Setup

When a new project starts, WebRun creates a Teable base from your standard template with the right tables and views, confirms the setup is ready in Microsoft Teams, and creates the first tracking cards in Trello.

Runs on WebRun · Strict Lockdown policy
Runs when a new project starts WebRunorchestrates each step
1 Teable create the base from template
2 Microsoft Teams confirm setup is ready
3 Trello create first tracking cards
In short

How do I automatically set up a new Teable base for each project?

WebRun builds a new Teable base from your standard project template the moment a project starts, setting up the tables and tracking views. It posts a Microsoft Teams confirmation to the project lead and creates the first Trello cards for early milestones, so a new project has its tracking home ready before kickoff.

  • A ready tracking base before kickoff, not during week one
  • Every project starts from the same consistent template
  • Starter cards exist in Trello without manual setup

Built for operations teams · project managers · no-code builders · agencies

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.teable.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    Teable - create the base from template
    teable.io
    WebRun in Teable: create the base from template
    WebRun opens Teable to create the base from template.
    • Duplicate the standard project template into a new base
    • Rename the base and its tables for this project
    • Set up the default views for tracking status

    Done when The new base exists with tables and views ready.

  3. 2
    Microsoft Teams - confirm setup is ready
    microsoft.com
    WebRun in Microsoft Teams: confirm setup is ready
    WebRun opens Microsoft Teams to confirm setup is ready.
    • Post a confirmation in the project channel that the base is ready
    • Include a link to the new Teable base
    • Tag the project lead

    Done when The project lead has confirmation the base is ready.

  4. 3
    Trello - create first tracking cards
    trello.com
    WebRun in Trello: create first tracking cards
    WebRun opens Trello to create first tracking cards.
    • Create starter cards for the first tracked milestones
    • Link each card back to its row in the new Teable base
    • Assign the cards to the project lead to distribute

    Done when The first tracking cards exist on the Trello board.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.teable.io
ScheduleRuns automatically on this cadence
Runs when a new project starts
DeliveryHow each run's result reaches you
Setup confirmation · Microsoft Teams
OutputWhat each run produces - A confirmation that a new project's Teable base and starter Trello cards are ready.
Checklist
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it invite people to the new base itself?

No. WebRun builds the base and tables from the template. Inviting teammates and setting individual permissions is left to the project lead.

What if the project needs tables beyond the standard template?

It starts from the standard template every time, so anything extra is a manual addition the project lead makes afterward.

Does it create a new base every time or reuse one?

It always creates a new base per project, so historical projects stay separate and nothing gets overwritten.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.