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For accounting firms, law firms & professional services

Catch ShareFile links before they expire on a client

Every morning, WebRun opens Citrix ShareFile, finds share links and requests that expire in the next few days, posts a dated list to Slack, and messages each owner in Microsoft Teams so a client never clicks a dead link.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:30 AM WebRun
1 Citrix ShareFile find links expiring soon
2 Slack post the expiry list
3 Microsoft Teams ping the file owner
Run a sample
In short

How do I stop ShareFile share links from expiring on clients?

WebRun checks Citrix ShareFile every morning for share links and file requests expiring within five days, posts the list to Slack with never-opened links first, and messages each file owner in Microsoft Teams. Owners decide whether to extend or reissue, so clients stop hitting dead download links.

  • No client hits an expired download link unannounced
  • Unopened links get chased before they lapse
  • Each owner sees only their own links, so nobody ignores the list

Built for accounting firms · law firms · professional services · client operations teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens sharefile.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Citrix ShareFile - find links expiring soon
    sharefile.com
    WebRun in Citrix ShareFile: find links expiring soon
    WebRun opens Citrix ShareFile to find links expiring soon.
    • Open Citrix ShareFile and review shared links and file requests
    • Capture any whose expiry date falls in the next 5 days
    • Note the folder, the recipient, the owner and whether the link has been opened yet

    Done when Every share link expiring in the next 5 days is listed with its owner and recipient.

  3. 2
    Slack - post the expiry list
    slack.com How to Automate Slack
    WebRun in Slack: post the expiry list
    WebRun opens Slack to post the expiry list.
    • Post today's expiry list to your operations channel
    • Put links the recipient has never opened at the top, since those are the real risk
    • Group the rest by owner so nobody has to read the whole list

    Done when The channel has today's expiring-link list with the never-opened ones first.

  4. 3
    Microsoft Teams - ping the file owner
    microsoft.com How to Automate Microsoft Teams
    WebRun in Microsoft Teams: ping the file owner
    WebRun opens Microsoft Teams to ping the file owner.
    • Message each owner in Microsoft Teams with only their own expiring links
    • Say which client is waiting and how many days are left
    • Leave the decision to extend, reissue or let it lapse with the owner. WebRun never changes a link itself

    Done when Every owner with an expiring link has been messaged in Teams.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
sharefile.com
ScheduleRuns automatically on this cadence
Every day at 8:30 AM
DeliveryHow each run's result reaches you
Expiring link list · Slack
OutputWhat each run produces - A daily list of ShareFile links and file requests expiring within 5 days, grouped by owner, with never-opened links flagged first.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it extend or delete links on its own?

No. WebRun only reads expiry dates and reports them. Extending, reissuing or revoking a link is left to the owner, because those changes affect what a client can reach.

Does it message clients about their links?

Never. The Slack post and the Teams message both go to your own team. WebRun does not contact the recipient of a share link at any point.

How does it know which links matter most?

It flags links the recipient has never opened, because an unopened link that expires means the client never got the file at all. Those sit at the top of the list.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.