Never miss an enrollment or renewal deadline again
Every morning, WebRun opens LeadSquared, finds every lead or customer record with a renewal, admission, or policy deadline coming up in the next two weeks, logs the reminder list to Airtable with the date and owner, and updates a matching Notion tracker so the counselor or account team always has a current view of what needs action.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track upcoming renewal and admission deadlines in LeadSquared?
Every morning, WebRun opens LeadSquared and finds every lead or customer record with a renewal, admission, or policy deadline in the next two weeks, noting the date and owner for each. It logs the list to Airtable and keeps a matching Notion tracker current, so upcoming deadlines are visible with time to act instead of surfacing at the last minute.
- Deadlines are visible with real lead time, not the day they are due
- The tracker updates itself so no one checks LeadSquared by hand
- Handled records drop off the list automatically
Built for education counselors · insurance and financial services · healthcare admissions · customer success teams
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.leadsquared.comin a real browser with your saved login - no setup, no API keys. -
1
LeadSquared - find records with an upcoming deadline
leadsquared.com
WebRun opens LeadSquared to find records with an upcoming deadline. - Open LeadSquared and check records for an upcoming renewal or deadline date
- Keep only records with a deadline in the next two weeks
- Note the date, owner, and record type for each
Done when Every record with a deadline in the next two weeks has been identified.
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2
Airtable - log the reminder list
airtable.com How to Automate Airtable
WebRun opens Airtable to log the reminder list. - Log each upcoming deadline with its date, owner, and record type
- Sort so the nearest deadlines appear first
- Remove any record whose deadline has already passed since the last run
Done when The reminder list in Airtable reflects every record with a deadline in the next two weeks.
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3
Notion - update the team tracker
notion.so How to Automate Notion
WebRun opens Notion to update the team tracker. - Update the team tracker with a card for each upcoming deadline
- Move the card into the correct week based on the deadline date
- Note the owner on the card
Done when The Notion tracker matches today's LeadSquared check.
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 renew anything or change a record itself?
No. WebRun only reads deadline dates from LeadSquared to build the reminder list. Any renewal or record change is still done by your team.
How far ahead does it look?
Two weeks by default, so a record first appears on the tracker with enough lead time for the counselor or account owner to reach out before the deadline arrives.
What happens once a deadline passes or is handled?
It reads the live deadline date in LeadSquared each morning, so once a record is updated past its old deadline, it drops off the current tracker automatically.
Related templates
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