Start every standup on the red accounts
Every morning before standup, WebRun opens Vitally, pulls every account sitting at red health, reads the indicator that tipped each one and any change since yesterday, ranks them by value and trend, and posts the team one Slack digest so the daily huddle starts on the accounts most at risk rather than a stale spreadsheet.
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How do I prep a daily standup on at-risk accounts?
Every morning before standup, WebRun opens Vitally, pulls every account at red health, and reads the indicator that tipped each one and any overnight change. It ranks them by value and trend and posts the team one Slack digest, so the daily huddle opens on the accounts most at risk instead of a stale spreadsheet.
- Standup opens on the riskiest accounts, not a stale list
- Accounts that turned red overnight lead the huddle
- Each red account shows its driver and owner at a glance
Built for customer success teams · CS leaders · CSMs · SaaS companies
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
login.vitally.ioin a real browser with your saved login - no setup, no API keys. -
1
Vitally - pull red-health accounts
vitally.io
WebRun opens Vitally to pull today's red-health accounts. - Open Vitally and filter your book to accounts at red health
- For each, read the indicator that drove it red and any change since yesterday
- Capture the account value, owning CSM, and the single biggest risk driver
Done when Every red account has its risk driver, overnight change, and owner captured.
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2
Slack - post the standup digest
slack.com How to Automate Slack
WebRun posts the red-account standup digest to Slack. - Post one standup digest to the team channel ranked by value and trend
- For each red account, give the driver, the owner, and what changed overnight
- Flag accounts that turned red since yesterday so they lead the huddle. Never message the customer automatically
Done when The team has today's red-account standup digest in Slack.
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
Will it contact the red accounts on its own?
No. This workflow only posts an internal digest to your own team in Slack ahead of standup. It never messages the customer. WebRun surfaces the red accounts and what drove them, and the team decides who owns each next step.
How is this different from a weekly health report?
A weekly report is a periodic snapshot. This runs every morning and is built for the daily standup, leading with accounts that turned red overnight, so the huddle reacts to fresh risk rather than week-old data.
What tells it why an account went red?
It reads the health indicators in Vitally for each red account and surfaces the single biggest driver, whether that is a usage drop, a stalled onboarding, or a detractor score, so the standup opens with cause, not just a color.
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