Give each doctor account a clear view of their open orders
Every morning, WebRun opens Ocuco Innovations, groups open and in-progress jobs by ordering account, drafts a personalized backlog summary in Outlook for each account showing where every job stands, and posts your account managers a Slack rollup highlighting accounts with aging or overdue jobs.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically summarize open orders for each eyecare account?
WebRun groups every open lab job in Ocuco Innovations by ordering account each morning and drafts a personalized backlog summary in Outlook for each, showing where jobs stand and what is late. It posts your account managers a Slack rollup ranking accounts by aging jobs, so managers review one summary per account and a human sends each message.
- Account managers walk into reviews with a complete, current backlog per account
- Accounts with aging or overdue jobs are surfaced before the account complains
- Every account-facing summary is reviewed by a human before it sends
Built for optical lab account managers · wholesale lens labs · lab customer service · ophthalmic labs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.ocuco.comin a real browser with your saved login - no setup, no API keys. -
1
Ocuco Innovations - group open jobs by account
ocuco.com How to Automate Ocuco Innovations
WebRun opens Ocuco Innovations to group open jobs by account. - Open Ocuco Innovations and pull all open and in-progress jobs
- Group them by ordering eyecare account
- For each job capture the job number, patient reference, current stage, promised date, and days in progress
- Flag jobs that are aging beyond normal or already past their promised date
Done when Open jobs are grouped by account with stage, promised date, and aging flags.
-
2
Outlook - draft a per-account backlog summary
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft a per-account backlog summary. - Draft a personalized backlog summary in Outlook for each account with open jobs
- List each job with its stage and expected date, and call out anything running late
- Leave the summary as a draft for the account manager to review and send. Never send it automatically
Done when A backlog summary is drafted, unsent, for every account with open jobs.
-
3
Slack - roll up accounts with aging jobs
slack.com How to Automate Slack
WebRun opens Slack to roll up accounts with aging jobs. - Post an account rollup to the account managers channel
- Rank accounts by number of aging or overdue jobs so the most exposed relationships are first
- Note which account summaries are drafted and ready to review
Done when Account managers have a Slack rollup ranking accounts by aging jobs with drafts noted.
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 email the backlog summary to accounts on its own?
No. WebRun drafts each per-account summary in Outlook and leaves it unsent. Your account manager reviews and sends it, so nothing reaches a doctor account without a human check.
How does it know which accounts need attention first?
It ranks the Slack rollup by each account's number of aging or overdue jobs, so account managers see the most exposed relationships at the top rather than scanning every account.
How is this different from a single job status update?
This gives each account a complete picture of all their open jobs at once in one summary, rather than a per-job ping, which is better for weekly account check-ins and reviews.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.