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For sales managers, founders selling & SDR and AE teams

Walk into Monday with your pipeline already reviewed

Every Monday, WebRun opens Close, totals the open pipeline by stage and by owner, records what was won, lost, and newly created in the last seven days, files the whole review on a dated Trello card, and sends each rep a short WhatsApp message with their own numbers and their three biggest open opportunities.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 Close total the pipeline by stage
2 Trello file the weekly review
3 WhatsApp send each rep their numbers
Run a sample
In short

How do I run a weekly sales pipeline review without building it by hand?

WebRun opens Close every Monday, totals open pipeline by stage and by owner, and records what was won, lost, and created in the last seven days. It files the review on a dated Trello card and sends each rep their own numbers and biggest opportunities on WhatsApp before the meeting.

  • The Monday meeting starts with numbers, not opinions
  • Every rep knows their own pipeline before they sit down
  • Opportunities past their close date get named every week

Built for sales managers · founders selling · SDR and AE teams · agencies

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

  2. 1
    Close - total the pipeline by stage
    close.com
    WebRun in Close: total the pipeline by stage
    WebRun opens Close to total the pipeline by stage.
    • Open Close and list every open opportunity with value, stage, and owner
    • Total the pipeline by stage and by owner
    • Capture what was marked won, lost, and newly created in the last seven days
    • Note each owner's three largest open opportunities and their expected close dates

    Done when Open pipeline, last week's movement, and per-owner totals are all captured.

  3. 2
    Trello - file the weekly review
    trello.com How to Automate Trello
    WebRun in Trello: file the weekly review
    WebRun opens Trello to file the weekly review.
    • Create a dated pipeline review card on your sales board
    • Put total open pipeline, won, lost, and new business at the top
    • Add the stage breakdown, then the per-owner table underneath
    • Show the change against last Monday so the direction of travel is obvious

    Done when The dated pipeline review card holds the full picture.

  4. 3
    WhatsApp - send each rep their numbers
    whatsapp.com How to Automate WhatsApp
    WebRun in WhatsApp: send each rep their numbers
    WebRun opens WhatsApp to send each rep their numbers.
    • Send each rep their own open pipeline value and last week's won and lost
    • List their three largest open opportunities with expected close dates
    • Flag any opportunity whose close date has already passed
    • Never contact a prospect. Every message goes to your own team

    Done when Every rep has their own numbers before the Monday meeting.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.close.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Pipeline review · Trello
OutputWhat each run produces - A dated Trello card with open pipeline by stage and owner and last week's won, lost, and new business, plus a per-rep WhatsApp summary.
Text
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

Does it change anything in Close?

No. WebRun reads opportunities, stages, and activity. It never edits a stage, changes a value, marks a deal won or lost, or emails a lead from your CRM.

Will prospects hear from it?

No. Every message goes to your own reps on WhatsApp and to your internal Trello board. WebRun never sends an email, a call, or a text to a prospect.

Can reps see each other's numbers?

Each rep gets only their own figures on WhatsApp. The full per-owner table lives on the Trello card, so managers see everything in one place.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.