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Automated Wholesale Bakery Account Onboarding

When a new wholesale account is added in BakeSmart, WebRun checks that pricing tier, delivery route, and standing order template are set up, drafts a welcome email with next steps in Gmail, and proposes a kickoff call time on Google Calendar, so every new account gets the same clean start.

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Runs on WebRun · Strict Lockdown policy
Each time a new wholesale account is added in BakeSmart WebRunorchestrates each step
1 BakeSmart check the new account setup
2 Gmail draft a welcome email for review
3 Google Calendar propose a kickoff call time
In short

How do I automatically onboard a new wholesale bakery account?

When a new wholesale account is added in BakeSmart, WebRun checks that a pricing tier, delivery route, and standing order template are set up, flagging anything missing. It drafts a welcome email in Gmail with next steps and proposed kickoff call times from Google Calendar, so every new account starts the same complete way.

  • Every new wholesale account gets the same complete setup check
  • Missing setup items are flagged before the welcome email goes out
  • Kickoff call times are proposed from real calendar availability

Built for wholesale bakeries · bakery sales and account teams · bakery operations managers · B2B bakery onboarding

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 www.bakesmart.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    BakeSmart - check the new account setup
    bakesmart.com
    WebRun in BakeSmart: check the new account setup
    WebRun opens BakeSmart to check the new account setup.
    • Open BakeSmart and check the new wholesale account record
    • Confirm a pricing tier, delivery route, and standing order template are assigned
    • Flag any missing setup item so it is not skipped

    Done when The new account's pricing tier, route, and order template are confirmed or flagged.

  3. 2
    Gmail - draft a welcome email for review
    gmail.com
    WebRun in Gmail: draft a welcome email for review
    WebRun opens Gmail to draft a welcome email for review.
    • Draft a welcome email introducing the account's assigned route and ordering process
    • Include how to place a standing order and who their contact is
    • Leave the email as a draft for your review before sending. Do not send without approval

    Done when A welcome email draft is ready in Gmail for the new account.

  4. 3
    Google Calendar - propose a kickoff call time
    calendar.google.com
    WebRun in Google Calendar: propose a kickoff call time
    WebRun opens Google Calendar to propose a kickoff call time.
    • Check availability for a short kickoff call in the next five business days
    • Propose two or three open times for the call
    • Add the proposed times to the welcome email draft

    Done when Proposed kickoff call times are ready to include with the welcome email.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.bakesmart.com
ScheduleRuns automatically on this cadence
Each time a new wholesale account is added in BakeSmart
DeliveryHow each run's result reaches you
Welcome draft · Gmail
OutputWhat each run produces - A welcome email draft with setup details and proposed kickoff call times for every new wholesale account.
Draft email
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 email the new account without my approval?

No. The welcome email is created as a Gmail draft for your review. Nothing is sent to a new wholesale account until you approve and send it.

What if the pricing tier or route was not set up yet?

WebRun flags the missing setup item instead of guessing, so you can complete it in BakeSmart before the welcome email goes out.

Does it book the kickoff call automatically?

No. It proposes two or three open times based on your Google Calendar availability. The call is only booked once you send the email and the account confirms a time.

Keep going

Related templates

Automated BakeSmart Custom Order Balance Reminders
Every morning, WebRun opens BakeSmart, finds custom orders with a deposit or balance due, checks the payment status in QuickBooks, and drafts a balance reminder text for review before the pickup or delivery date.
BakeSmart›QuickBooks›Twilio
Automated BakeSmart Daily Production Sheets
Every morning before the ovens start, WebRun opens BakeSmart, combines every wholesale and custom order due today into one production total by item, and posts the finished sheet to Google Sheets and your kitchen's Slack channel.
BakeSmart›Google Sheets›Slack
Automated BakeSmart Driver Route Manifests
Every morning before delivery, WebRun opens BakeSmart, builds each driver's route with stop order, order contents, and delivery windows, logs the manifest to Google Sheets, and adds each stop to the driver's Google Calendar for the day.
BakeSmart›Google Sheets›Google Calendar

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