Keep MSP renewals on track without the manual chasing
Every morning, WebRun opens ConnectWise, finds managed-services agreements expiring in the next 60 days, drafts a renewal reminder email for each client, and posts your team a prioritized list in Slack so nothing slips through.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically remind clients about MSP contract renewals?
WebRun scans ConnectWise agreements every morning, finds managed-services contracts expiring within 60 days, and drafts a renewal reminder email in Gmail for each client. It then posts the account team a ranked Slack list with urgency flags, so every renewal gets attention before the deadline.
- No managed-services contract expires without a timely renewal conversation
- Account managers open Slack to a prioritized renewal list every morning
- Draft emails are ready to send in minutes, not written from scratch each time
Built for managed service providers · MSP account managers · IT service businesses · MSP operations 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
home.connectwise.comin a real browser with your saved login - no setup, no API keys. -
1
ConnectWise - find expiring agreements
connectwise.com How to Automate ConnectWise
WebRun opens ConnectWise to find expiring agreements. - Open ConnectWise Manage and navigate to Agreements
- Filter for active managed-services agreements expiring within 60 days
- Capture the client name, contract end date, MRR, and assigned account manager for each
- Skip any agreement already flagged as renewal-in-progress
Done when Every agreement expiring in the next 60 days is listed with its client, date, value, and owner.
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2
Gmail - draft renewal reminders
gmail.com How to Automate Gmail
WebRun opens Gmail to draft renewal reminders. - Draft a professional renewal reminder for each client using their contract details
- Address the email to the primary contact on file in ConnectWise
- Leave every draft unsent in the account manager's Gmail Drafts folder for review
- Never send any renewal email without a human approving it first
Done when A ready-to-review draft renewal email exists in Gmail for every expiring contract.
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3
Slack - post the renewal to-do list
slack.com How to Automate Slack
WebRun opens Slack to post the renewal to-do list. - Post a ranked list of upcoming renewals to the team channel, sorted by days remaining
- Include the client name, MRR, expiry date, and account manager for each
- Flag any contract expiring within 14 days as urgent
Done when The team has today's renewal pipeline in Slack with urgency flags.
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 send renewal emails to clients automatically?
No. WebRun drafts every renewal email and leaves it in Gmail for the account manager to review and send. Nothing goes to a client without a human approving it first.
How far in advance does it flag renewals?
It flags agreements expiring within 60 days by default, with an urgent marker for anything inside 14 days. You can adjust the look-ahead window when you set up the template.
What if a renewal is already being handled?
It skips any agreement already marked as renewal-in-progress in ConnectWise, so your team only sees contracts that genuinely need attention.
Related templates
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Turn it on in minutes - or have our team set it up for you.