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For customer success teams, CSMs & account managers

Stop silent auto-renewals catching you out

Every morning, WebRun opens Planhat, finds auto-renewing contracts whose cancellation-notice deadline falls in the next 30 days, reads each account's health and recent usage, and warns the owning CSM in Slack so the team can confirm intent before the window closes and no customer is blindsided by an automatic charge.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every morning at 8:00 AM WebRun
1 Planhat find auto-renewal deadlines
2 Slack warn the owning CSM
Run a sample
In short

How do I avoid missing an auto-renewal notice deadline?

Every morning, WebRun opens Planhat, finds auto-renewing contracts whose cancellation-notice deadline falls in the next 30 days, and reads each account's health and usage. It warns the owning CSM in Slack with the days left to act, so the team confirms intent inside the notice window and no customer is blindsided by an automatic charge.

  • Notice deadlines surface 30 days out, never missed
  • No customer is blindsided by a silent auto-charge
  • Customer conversations stay with the CSM, not automated

Built for customer success teams · CSMs · account managers · SaaS companies

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

  2. 1
    Planhat - find auto-renewal deadlines
    planhat.com
    WebRun in Planhat: find auto-renewal deadlines
    WebRun opens Planhat to find approaching auto-renewal notice deadlines.
    • Open Planhat and filter to auto-renewing contracts with a notice deadline in the next 30 days
    • For each, read the renewal date, notice window, value, and current health score
    • Capture the days left to act and the owning CSM for every contract

    Done when Every approaching auto-renewal notice deadline has its days-left and owner captured.

  3. 2
    Slack - warn the owning CSM
    slack.com How to Automate Slack
    WebRun in Slack: warn the owning CSM
    WebRun warns each CSM about approaching auto-renewal deadlines.
    • Warn the owning CSM about each contract nearing its notice deadline
    • Lead with days left to act, value, and health so priority is obvious
    • @-mention the owner and leave the customer conversation to them. Never email the customer or change the contract automatically

    Done when Each CSM has their auto-renewal warning list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.planhat.com
ScheduleRuns automatically on this cadence
Every morning at 8:00 AM
DeliveryHow each run's result reaches you
Auto-renewal warnings · Slack
OutputWhat each run produces - A list of auto-renewing contracts nearing their notice deadline, with days left to act, value, and health for each.
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

Will it email the customer or change the contract on its own?

No. This workflow only warns your own team in Slack. It never emails the customer and never edits the contract in Planhat. WebRun surfaces the approaching notice deadline, and the CSM decides how to confirm the customer's intent.

How is this different from a renewal reminder?

A renewal reminder works the renewal motion broadly. This watches the specific cancellation-notice deadline on auto-renewing contracts, so the team confirms intent in the legal window and a customer is never surprised by an automatic charge.

How far ahead does it warn?

By default it flags auto-renewing contracts whose notice deadline falls within the next 30 days, giving the CSM time to confirm the customer wants to continue or to handle a clean wind-down before the window closes.

Put this on autopilot.

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