Get ahead of every renewal in time
Every morning, WebRun opens Planhat, finds accounts with renewals in the next 90 days, reads each one's health score and recent usage, drafts a tailored outreach email in Gmail for your review, and posts the owning CSM a Slack list of renewals to work, soonest first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I get reminded about upcoming customer renewals?
Every morning, WebRun finds accounts in Planhat with renewals in the next 90 days, reads each one's health score and recent usage, and drafts a tailored outreach email in Gmail for the owning CSM to review. It posts a Slack list ranked by risk and value, so no renewal sneaks up unworked.
- Renewals surface 90 days out, not the week they expire
- At-risk and high-value accounts get worked first
- Every renewal email is drafted, then reviewed by a human
Built for customer success teams · account managers · SaaS companies · CSMs
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
app.planhat.comin a real browser with your saved login - no setup, no API keys. -
1
Planhat - find upcoming renewals
planhat.com
WebRun opens Planhat to find renewals coming due. - Open Planhat and find accounts renewing in the next 90 days
- Read each account's health score, recent usage, and open tickets
- Capture the renewal date, value, and owning CSM for each
Done when Every upcoming renewal has its health signal and owner captured.
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2
Gmail - draft renewal outreach
gmail.com How to Automate Gmail
WebRun drafts a tailored renewal email per account. - Draft a tailored check-in email for each renewing account
- Reference their recent wins or usage to make it personal
- Leave every email as a draft for the CSM to review. Never send automatically
Done when A renewal outreach draft is ready for each account.
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3
Slack - alert the owning CSM
slack.com How to Automate Slack
WebRun posts each CSM their ranked renewal list. - Post the owning CSM a ranked list of renewals coming due
- Put at-risk and high-value accounts first with the health signal
- @-mention the owner so each renewal has a clear next step
Done when Each CSM has their prioritized renewal list 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 email customers without me?
No. Every renewal email is left as a Gmail draft for the owning CSM to review and send. WebRun surfaces the renewal and writes the first draft. The person keeps the relationship.
How does it prioritize which renewals to work?
It reads each account's health score and recent usage in Planhat, then ranks the list so at-risk and high-value renewals sit at the top of the CSM's Slack list.
How early does it start flagging renewals?
By default it looks 90 days ahead, the window strong renewal motions begin in, so CSMs have time to prove value well before the contract end date.
Related templates
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