Automated Zammad Agent Onboarding Checklist
Whenever a new agent joins the team, WebRun works through the Zammad setup checklist, confirms mailbox routing, group permissions, and SLA visibility are configured correctly, sends a confirmation email once access is verified, and tracks completion in Airtable.
How do I onboard a new Zammad agent without missing a step?
Whenever a new agent joins, WebRun works through the Zammad setup checklist, configuring the right groups, roles, and mailbox routing, and verifying SLA visibility. It sends an internal confirmation email once setup is complete and logs the checklist to Airtable, so every new agent starts fully configured instead of half set up.
- New agents start with mailbox routing and permissions fully configured
- Every onboarding has a tracked, saved checklist instead of relying on memory
- Missed setup steps get flagged instead of discovered after the agent's first ticket
Built for IT helpdesk teams · support team leads · open source helpdesk admins · internal support desks
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
zammad.comin a real browser with your saved login - no setup, no API keys. -
1
Zammad - configure the new agent's account
zammad.com
WebRun opens Zammad to configure the new agent's account. - Open Zammad and open the newly created agent account
- Assign the correct groups, roles, and mailbox routing
- Verify the agent can see the right SLAs and macros
- Run through the standard onboarding checklist item by item
Done when The new agent's account is fully configured with groups, roles, and routing.
-
2
Gmail - confirm access by email
gmail.com
WebRun opens Gmail to confirm access by email. - Draft a confirmation email once setup is verified complete
- List what was configured and any login details the agent needs
- Send the internal confirmation to the new agent and their manager
Done when The new agent and their manager have a setup confirmation email.
-
3
Airtable - track checklist completion
airtable.com
WebRun opens Airtable to track checklist completion. - Log the completed checklist with what was configured and by when
- Note any item that could not be completed and needs manual follow up
- Keep one row per new agent for a full onboarding history
Done when A completed checklist record is saved in Airtable.
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
Does the confirmation email go to a customer?
No. It only goes to the new agent and their manager internally. WebRun never contacts a customer as part of this onboarding checklist.
What if a checklist item can't be completed?
It's noted in both the Airtable record and the confirmation email, so nothing gets marked ready without a person following up.
Where can I find onboarding records for past agents?
In Airtable, with one row per agent covering what was configured and when, so you have a full onboarding history.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.