Automated New Client Onboarding
When a new advisory client is added in Redtail, WebRun starts your onboarding workflow and its tasks, drafts a warm welcome email and a paperwork checklist in Gmail, leaves every draft unsent for an advisor to review, and posts the team a Slack summary of the open onboarding steps for the new client.
How do I onboard a new advisory client without missing steps?
When a new advisory client is added in Redtail, WebRun starts your onboarding workflow and its tasks, drafts a warm welcome email and a paperwork checklist in Gmail, and posts the team a Slack summary of the open steps. Every client-facing draft is left unsent for an advisor to review, so onboarding starts fast and stays consistent.
- Onboarding starts the moment a client is added
- Welcome and paperwork drafts wait ready for the advisor
- Every account opening follows the same checklist
Built for financial advisors · RIAs · wealth managers · client service 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
redtailtechnology.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Redtail - start onboarding tasks
redtailtechnology.com
WebRun opens Redtail to start the onboarding workflow for a new client. - Open Redtail and apply your new-client onboarding workflow template to the new contact
- Confirm the standard tasks are created and assigned to the right team members
- Capture the client name, the assigned advisor, and the open onboarding tasks
Done when The onboarding workflow is started and its tasks are assigned for the new client.
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2
Gmail - draft welcome and paperwork
gmail.com
WebRun drafts the welcome email and paperwork checklist and leaves them unsent. - Draft a warm welcome email introducing the next steps and the team
- Draft a clear paperwork checklist covering the forms the client needs to complete
- Save both as drafts and leave them unsent for an advisor to review before sending
Done when A welcome email and paperwork checklist sit ready as drafts in Gmail.
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3
Slack - summarise what is open
slack.com
WebRun posts the team a summary of the new client's onboarding steps. - Post the team a Slack summary of the new client and the open onboarding steps
- List who owns each task so nothing is left unassigned
- Note that the welcome and paperwork drafts are waiting in Gmail for review
Done when The team has the new client's onboarding summary in Slack.
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 email the new client on its own?
No. WebRun drafts the welcome email and paperwork checklist in Gmail and leaves them unsent. An advisor reviews both and clicks send, so the client's first impression is always approved by a person first.
What does it set up in Redtail?
It applies your existing new-client onboarding workflow to the contact and confirms the standard tasks are created and assigned, so every account opening follows the same checklist without anyone setting it up by hand.
Does it open accounts or submit any paperwork?
No. WebRun starts the internal workflow and drafts the client checklist. Opening accounts and submitting signed forms stays with your advisor and custodian, so nothing is filed without a person handling it.
Related templates
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