Automated WorkOS Enterprise SSO Onboarding Checklist
Every morning, WebRun opens WorkOS, reviews organizations connected in the last 24 hours, checks their SSO connection and directory sync status against your onboarding checklist, messages the onboarding engineer on Telegram with what remains, and texts a completion confirmation once every step shows active.
How do I track WorkOS enterprise customer SSO onboarding progress?
WebRun checks WorkOS every morning for organizations connected in the last 24 hours, comparing their SSO and directory sync status against your onboarding checklist, and messages the onboarding engineer on Telegram with what remains. Once every step shows active, it sends a confirmation text, so enterprise customer onboarding stays on track without a manual status check each day.
- New enterprise customers get a daily status check instead of an occasional manual look
- The onboarding engineer knows exactly which step is still open
- A completion text confirms setup instead of assuming it finished
Built for Enterprise onboarding teams · customer success engineers · B2B SaaS platform teams · solutions engineers
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
dashboard.workos.comin a real browser with your saved login - no setup, no API keys. -
1
WorkOS - check new organization setup
workos.com
WebRun opens WorkOS to check new organization setup. - Open WorkOS and review organizations connected in the last 24 hours
- Check the status of their SSO connection and directory sync setup
- Note which onboarding steps are still incomplete
Done when Every new organization's SSO and directory sync status is recorded against the checklist.
-
2
Telegram - message the onboarding engineer
telegram.org
WebRun opens Telegram to message the onboarding engineer. - Message the onboarding engineer on Telegram
- List the new organization and which setup steps remain
- Include a link to the organization in the WorkOS dashboard
Done when The onboarding engineer has been messaged about every new organization's remaining setup steps.
-
3
Twilio - confirm setup completion
twilio.com
WebRun opens Twilio to confirm setup completion. - Once every checklist step shows active, send a text to the onboarding engineer
- Confirm the organization's SSO and directory sync are fully connected
- Keep the message to a single line
Done when A completion text has been sent once a new organization's setup is fully active.
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 configure the SSO connection itself?
No. It only checks connection status against your checklist and reports what remains. Configuring the SSO connection or directory sync is completed by the customer or your onboarding engineer, not by WebRun.
What does the checklist check?
Whether the organization's SSO connection and directory sync are showing as active in WorkOS, matching whatever onboarding steps your team has already defined.
Does the text go out before setup is actually done?
No. The completion text only sends once every checklist step shows active, so it always reflects a genuinely finished setup.
Related templates
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