Remind clients of contribution deadlines before they pass
Every Monday, WebRun opens RightCapital, identifies clients who have not yet reached their contribution limits for IRAs, Roth IRAs, HSAs, or 401k accounts as the annual deadline approaches, drafts a personalized reminder email for each, and sends your planning team a Telegram alert so nothing is missed.
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How do I automatically remind clients to fund their retirement and HSA accounts before the annual deadline?
WebRun opens RightCapital every Monday and finds clients who have not yet maximized their IRA, Roth IRA, HSA, or 401k contributions as annual deadlines approach. It drafts a personalized reminder email in Gmail for each client and sends the planning team a Telegram alert, so no tax-advantaged opportunity is missed before the deadline closes.
- Every client with unfunded contribution room is flagged before the deadline, not after
- Advisors have personalized draft emails ready each Monday without building lists manually
- The planning team gets a real-time Telegram alert with deadlines ranked by urgency
Built for financial advisors · RIAs · tax-focused planners · retirement planning specialists
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.rightcapital.comin a real browser with your saved login - no setup, no API keys. -
1
RightCapital - identify clients with unfunded contribution room near deadlines
rightcapital.com How to Automate RightCapital
WebRun opens RightCapital to identify clients with unfunded contribution room near deadlines. - Open RightCapital and review each client's retirement and savings account data
- Identify clients with IRA, Roth IRA, HSA, or 401k contribution room who have not yet funded their accounts for the year
- Flag clients within 90 days of the tax-year deadline and note the estimated unfunded amount and account type
- Sort by days until deadline, with the most urgent clients first
Done when Every client with unfunded contribution room and a deadline within 90 days is listed with account type and unfunded amount.
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2
Gmail - draft personalized contribution reminder emails for clients
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized contribution reminder emails for clients. - Draft a personalized contribution reminder email for each client, specifying the account type, the maximum contribution limit, and the deadline date
- Note the estimated tax benefit where RightCapital has modeled it
- Save each email as a Gmail draft for advisor review. Never send to clients without advisor approval
Done when A Gmail draft exists for every client with an unfunded contribution opportunity, pending advisor approval.
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3
Telegram - alert planning team with the week's contribution deadline digest
telegram.org How to Automate Telegram
WebRun opens Telegram to alert planning team with the week's contribution deadline digest. - Send the planning team a Telegram message listing this week's contribution deadline alerts
- Include each client's name, account type, unfunded amount, and days until the deadline
- Flag any clients within 14 days of a hard deadline with a priority marker
Done when The planning team has a Telegram alert with every contribution deadline action item for the week.
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
Does WebRun send contribution reminder emails to clients on its own?
No. Every reminder email is saved as a Gmail draft and held for advisor approval before sending. The Telegram alert goes only to the internal planning team, not to clients.
Which account types and deadlines does it cover?
WebRun flags IRA and Roth IRA accounts with the April tax-filing deadline, HSA contributions also due at the tax deadline, and 401k and employer plan contributions due December 31, based on data recorded in RightCapital.
What if a client has already made their full contribution?
WebRun reads the contribution data recorded in RightCapital each Monday. Once the advisor updates the plan to show a fully funded account, that client is skipped automatically in the next run.
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