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For sales managers, SDR teams & revenue operations

Confirm every meeting booked in chat reached the rep

Every morning, WebRun opens Drift, lists the meetings booked through chat since yesterday with the contact, the conversation, and the assigned rep, checks each one against that rep's calendar in Microsoft Teams, posts the reconciliation to your sales channel, and pings Telegram about anything missing.

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14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 Drift list meetings booked in chat
2 Microsoft Teams check the rep's calendar
3 Telegram ping on any dropped booking
Run a sample
In short

How do I check that meetings booked by chat reached the rep's calendar?

Every morning, WebRun opens Drift, lists the meetings booked through chat since yesterday with the contact and assigned rep, and checks each one against that rep's calendar in Microsoft Teams. It posts the reconciliation to your sales channel and pings Telegram when a booking never landed.

  • A dropped booking is caught the morning after, not by the prospect
  • Every chat booking is marked confirmed, missing, or mismatched
  • Bookings with no rep assigned are named instead of vanishing

Built for sales managers · SDR teams · revenue operations · B2B marketing teams

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

  2. 1
    Drift - list meetings booked in chat
    drift.com
    WebRun in Drift: list meetings booked in chat
    WebRun opens Drift to list meetings booked in chat.
    • Open Drift and list the meetings booked through conversations since yesterday
    • Capture the contact, the requested date and time, the assigned rep, and the routing that sent it there
    • Note any booking where no rep was assigned at all

    Done when Every meeting booked since yesterday is listed with its contact and rep.

  3. 2
    Microsoft Teams - check the rep's calendar
    microsoft.com How to Automate Microsoft Teams
    WebRun in Microsoft Teams: check the rep's calendar
    WebRun opens Microsoft Teams to check the rep's calendar.
    • Open the calendar in Microsoft Teams and check each assigned rep's schedule for a matching event
    • Mark each booking as confirmed, missing, or booked at a different time
    • Post the reconciliation to your sales channel with the missing ones at the top

    Done when Every chat booking is marked confirmed, missing, or mismatched in Microsoft Teams.

  4. 3
    Telegram - ping on any dropped booking
    telegram.org How to Automate Telegram
    WebRun in Telegram: ping on any dropped booking
    WebRun opens Telegram to ping on any dropped booking.
    • Ping the sales manager when a booking has no matching calendar event
    • Give the contact, the promised time, the rep, and the hours left before it should happen
    • Leave contacting the prospect to a person. WebRun never messages a customer or moves an event

    Done when The sales manager has been pinged about every dropped booking.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.drift.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Booking check · Microsoft Teams
OutputWhat each run produces - Every meeting booked in chat since yesterday marked confirmed, missing, or at a different time, with the contact, rep, and promised slot.
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 contact the prospect or rebook the meeting?

No. WebRun flags the dropped booking internally and leaves the fix to your team. No prospect is emailed and no calendar event is created, moved, or cancelled.

What if the rep booked it at a different time?

It reports that as a mismatch rather than a miss, showing the time promised in chat next to the time on the calendar, so the manager can see whether the prospect was told.

Does it read the rep's whole calendar?

It looks only for events matching the bookings made through Drift, in the window those meetings fall in. Unrelated appointments are not reported.

Put this on autopilot.

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