Automated Extensiv New Client Onboarding Kickoff
When a new client record appears in Extensiv, WebRun compiles a standard onboarding checklist covering billing setup, inventory configuration, and carrier assignment, logs the tasks to Airtable, and drafts a welcome email in Gmail for account manager review before it is sent to the client.
How do I automate the onboarding checklist for a new 3PL client in Extensiv?
When a new client is added to Extensiv, WebRun compiles a standard onboarding checklist covering billing, inventory, and carrier configuration, creates the task list in Airtable for your team, and drafts a personalized welcome email in Gmail for account manager review before it reaches the client.
- Onboarding checklist created in minutes instead of days
- No Extensiv configuration step missed due to manual process gaps
- Welcome email personalized and reviewed before it reaches the new client
Built for 3PL account managers · warehouse operations teams · fulfillment center onboarding staff
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
app.extensiv.comin a real browser with your saved login - no setup, no API keys. -
1
Extensiv - detect new client and gather setup requirements
extensiv.com
WebRun opens Extensiv to detect new client and gather setup requirements. - Detect the new client record in Extensiv 3PL Warehouse Manager
- Identify required configuration steps including billing rate setup, inventory location assignment, carrier integration, and SmartScan configuration
- Capture the client name, contact details, and contracted services to personalize the onboarding tasks
Done when The new client's setup requirements and details are gathered from Extensiv.
-
2
Airtable - log onboarding checklist tasks
airtable.com
WebRun opens Airtable to log onboarding checklist tasks. - Create a new onboarding record in Airtable for the client
- Add standard checklist tasks as linked task records with assigned team member fields
- Set target completion dates based on the client's contracted go-live date
Done when The client's onboarding task list is live in Airtable and ready for the team to assign.
-
3
Gmail - draft welcome email for account manager review
gmail.com
WebRun opens Gmail to draft welcome email for account manager review. - Draft a welcome email to the new client covering the onboarding timeline, primary contact, and next steps
- Leave the draft unsent in Gmail for account manager review before delivery to the client
Done when A welcome email draft is ready in Gmail for account manager review and approval.
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 drafted in Gmail and held for account manager review. Your account manager reads, personalizes if needed, and sends it. Nothing goes to the client until a human approves.
Can it be customized for different client types or service tiers?
Yes. The onboarding checklist in Airtable can include conditional tasks based on the services the client has contracted, such as kitting, returns processing, or EDI integration, so each client gets a relevant task list.
What if some Extensiv configuration steps are already done by the time it runs?
WebRun generates the standard checklist from the client record. The Airtable tasks are a starting point for your team to work through and check off. Tasks completed before the checklist is reviewed can be marked done immediately.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.