Catch missing POS displays before the brand audit does
Every Monday, WebRun opens VIP for the list of accounts contracted for a point of sale display, matches it against each rep's Google Forms compliance checklist from their visit, and posts a Slack alert grouped by rep naming every account still missing its display or not yet visited.
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How do I track POS display compliance across accounts?
WebRun checks point of sale display compliance every week. It opens VIP for the list of accounts contracted for a display, reads each rep's Google Forms checklist from their visit, and posts a Slack alert grouped by rep naming every account still missing its display or not yet visited, so gaps get caught before a brand audit finds them.
- Missing displays get flagged the same week, not at the next brand audit
- Every contracted account is checked, none rely on a rep remembering to report
- The follow-up list is grouped by rep, so nothing falls between people
Built for beer distributors · wine wholesalers · field sales and merchandising teams · route sales reps
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
www.vipinsights.comin a real browser with your saved login - no setup, no API keys. -
1
VIP - pull the route's account list
vipinsights.com How to Automate VIP
WebRun opens VIP to pull the route's account list. - Open VIP and pull this week's route account list
- Note which accounts are contracted for a point of sale display placement
- Match each account to the rep responsible for the visit
Done when Every contracted account for the week is listed with its rep.
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2
Google Forms - read each rep's compliance checklist
forms.google.com
WebRun opens Google Forms to read each rep's compliance checklist. - Read each rep's submitted display compliance checklist for the week
- Match each submission back to the account it was logged for
- Note any contracted account with no checklist submitted at all
Done when Every contracted account has a checklist result or is marked as not visited.
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3
Slack - flag non-compliant accounts
slack.com How to Automate Slack
WebRun opens Slack to flag non-compliant accounts. - Post an alert listing every account still missing its required display
- Include accounts with no checklist submitted and accounts marked non-compliant on the form
- Group the list by rep so it is easy to assign follow-up
Done when The team has this week's non-compliant account list in Slack, grouped by rep.
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 it contact the retailer about a missing display?
No. WebRun only posts an internal Slack alert grouped by rep. Any conversation with the retailer about their display is left to the rep on their next visit.
What if a rep has not submitted their checklist yet?
That account shows up flagged as not visited rather than compliant. WebRun never assumes a display is up without a checklist confirming it.
How does it know which accounts need a display?
From VIP's contract terms for each account. Only accounts contracted for a point of sale display placement are checked, so the list stays relevant to what you are actually owed.
Related templates
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