Free Client Onboarding Pack Generator.
Save a concise welcome pack and checklist without binding contract language.
Start with approved client details, project scope and onboarding steps.
Chrome extension + account required.
25 free automation tasks/month. Browser-provider limits apply.
# Client onboarding pack — draft
## Welcome
The next steps are a kickoff call and a brand asset upload.
## Checklist
- [ ] Confirm the kickoff time and participants.
- [ ] Provide the approved brand assets through the agreed upload location.
## Details to complete
Call time, contacts, upload destination and owners have not been supplied.
This pack does not add contract terms.
Three small steps.
- 01
Get WebAct ready.
Install the Chrome extension and verify your WebAct account. Choose Browser model → ChatGPT and sign in when prompted.
- 02
Bring the right context.
Open approved client details, project scope and onboarding steps. Activate WebAct from the toolbar, select the relevant context and switch to Task mode.
- 03
Paste. Run. Check.
Review the proposed actions, run the task, then check the output against the source before using it.
What you bring.
approved client details, project scope and onboarding steps.
What you get.
Save a concise welcome pack and checklist without binding contract language. Markdown file.
Keep it focused.
One active tab; up to 25 records or one short document to start. Generated files must stay under 48,000 UTF-8 bytes.
Give the busywork to WebAct.
Copy this task and paste it into WebAct on your source page.
Client Onboarding Pack GeneratorTASKWork only with approved client details, project scope and onboarding steps. Save a concise welcome pack and checklist without binding contract language. Create a MD file named webact-client-onboarding-pack-generator.md. Keep the complete file under 48,000 UTF-8 bytes. Use only observed content and facts I supply. Keep missing values unknown. Preserve IDs, dates, units and currencies. Report omitted, truncated or unreadable content; do not claim full coverage. Verify the output against the source and stop if the required input is unavailable. Ask me for any required settings or source facts that are missing before starting. Start with up to 25 records or one short document. Report exactly which source content was included.
Paste in Task mode with Browser model selected.
Make it yours. Specify the fields, tone or level of detail you need. Keep the original facts and mark anything that needs your review.
Before you start.
Pack explains those two steps and supplied contacts.
Chat or Task? Choose your modeWhat input does this Client Onboarding Pack Generator need?
approved client details, project scope and onboarding steps. Expand the relevant content and share only the context needed for this task.
What should I check in the result?
Pack explains those two steps and supplied contacts. Only the selected visible content is included. Missing facts stay unknown; verify the result before use.
Can I treat the document as approved?
Review it against your source notes and policies. Missing owners, permissions and approvals stay unresolved. A generated document is not a record of sign-off.
Can I use this on the Free plan?
Yes. Install the Chrome extension, verify your WebAct account and use an available ChatGPT browser connection in the same Chrome profile. Free includes 25 user-started automation tasks per calendar month (UTC), shared across all tools. A task counts when its first action starts; steps and necessary retries within that task do not count separately. Provider limits apply. After 25 tasks, upgrade or wait for the reset.
Does this page run the task?
This page provides an illustrative example and a task to copy. Run it through WebAct on the source page you activate. Selected page context is processed by your browser AI provider. An ordinary answer in browser Chat uses no WebAct automation allowance; creating a file or changing fields in Task mode does.
Learn how shared page context is handled in our privacy policy.
A little more room for your work.
Bring WebAct to the page you’re already working on.