Give every account manager a clear entity renewal summary
Every Monday, WebRun opens Athennian, compiles every client entity's upcoming renewal, annual report, or license due in the next 60 days onto a shared Google Sheet, and drafts each account manager an Outlook summary of their book's renewals for the week.
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How do I give account managers a weekly view of upcoming client entity renewals?
WebRun compiles every client entity's upcoming renewal, annual report, or license due in the next 60 days from Athennian onto a shared Google Sheet, grouped by account manager, and drafts each manager a weekly Outlook summary of their book for review, so no one on your team discovers a renewal the week it's already due.
- Account managers see their full renewal book every Monday instead of finding out late
- Renewals due in 60 days are visible instead of surfacing in the final week
- Every entity's progress status is tracked in one shared sheet
Built for registered agent services · corporate compliance teams · account management teams · law firm operations
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
www.athennian.comin a real browser with your saved login - no setup, no API keys. -
1
Athennian - compile upcoming renewals
athennian.com How to Automate Athennian
WebRun opens Athennian to compile upcoming renewals. - Open Athennian and pull every entity with a renewal, annual report, or license due in the next 60 days
- Group entities by the account manager on file
- Note which items are already in progress versus not started
Done when Every upcoming renewal is listed with its account manager and progress status.
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2
Google Sheets - build the renewal summary sheet
google.com How to Automate Google Sheets
WebRun opens Google Sheets to build the renewal summary sheet. - Update the renewal summary sheet with one row per entity and item due
- Sort each account manager's section by due date
- Mark items not started in a separate color so they stand out
Done when The summary sheet reflects every account manager's renewals for the coming 60 days.
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3
Outlook - draft the weekly summary
outlook.com How to Automate Outlook
WebRun opens Outlook to draft the weekly summary. - Draft each account manager a short summary email of their entities due this week and next
- Link to their section of the Google Sheet for the full list
- Leave every summary as a draft in Outlook so your team can review before sending
Done when A summary draft exists in Outlook for every account manager with entities due.
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 the summary go to clients?
No. It goes only to your account managers internally, so they know what's coming before they reach out to a client. Nothing is sent to a client automatically.
Will it email account managers without me?
No. Every summary is drafted in Outlook and left for review before sending. The Google Sheet itself does update automatically, since it's just your team's internal tracker, not a message to anyone.
How far ahead does it look?
60 days, so account managers have time to plan client outreach instead of scrambling in the final week before a renewal or filing is due.
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