See the week's pipeline and project status in one place
Every Friday, WebRun opens Insightly, reviews pipeline movement and the status of open project tasks for the week, checks Gmail to see whether a customer reply already answers something a deal is waiting on, and logs a weekly scorecard to Google Sheets so the team can see sales and delivery progress side by side.
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How do I get a weekly Insightly pipeline and project scorecard?
Every Friday, WebRun opens Insightly and reviews pipeline movement and open project task status for the week, then checks Gmail to see whether a customer reply already answers something a deal is waiting on. It logs a weekly scorecard to Google Sheets covering sales and delivery together, so the team gets one accurate view instead of two separate ones.
- Sales and project status show up in one scorecard, not two systems
- Deals are not flagged as stalled when a reply was simply missed
- The team gets a reliable weekly view without manual compiling
Built for small business services · project based sales · agencies · operations managers
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
insightly.comin a real browser with your saved login - no setup, no API keys. -
1
Insightly - review pipeline and project status
insightly.com
WebRun opens Insightly to review pipeline and project status. - Open Insightly and review pipeline stage changes for the week
- Check open project tasks for their current status
- Note deals waiting on a customer response
Done when This week's pipeline movement and project status have been reviewed.
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2
Gmail - check for customer replies
gmail.com How to Automate Gmail
WebRun opens Gmail to check for customer replies. - Check the email thread for any deal waiting on a customer response
- Note whether a reply has already arrived
- Leave every email untouched, this step only reads
Done when Every waiting deal has been checked for a customer reply already in Gmail.
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3
Google Sheets - log the weekly scorecard
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the weekly scorecard. - Log the week's pipeline movement, project status, and any replies found
- Group deals by stage and projects by status
- Keep prior weeks in place so trends are visible
Done when The weekly scorecard in Sheets reflects this week's activity.
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 it move a deal or update a task status itself?
No. WebRun only reads pipeline and project data from Insightly to build the scorecard. Any change to a deal or task is still made by your team.
Does it send any emails?
No. WebRun only reads Gmail to check for an existing customer reply. It never drafts, sends, or replies to anything.
Why check Gmail as part of a pipeline scorecard?
Because a deal can look stalled in Insightly when the customer actually already replied and it just was not logged, so checking Gmail keeps the scorecard accurate instead of flagging false stalls.
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