Draft monthly recap reports for every Extensiv client before the billing review
On the last business day of each month, WebRun opens Extensiv, pulls each client's order volume, inventory turns, carrier performance, and billing total for the month, drafts a personalized recap email per client in Gmail, and writes a summary row to Google Sheets so account managers can review both before anything is sent.
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How do I automatically draft monthly recap reports for all my 3PL clients from Extensiv data?
On the last business day of each month, WebRun pulls order volume, inventory turns, carrier performance, and billing totals from Extensiv for every active client. It writes a summary to Google Sheets and drafts a personalized recap email per client in Gmail, held for account manager review before any email is sent to a client.
- Personalized monthly recap drafts ready for every client without manual data gathering
- Month-over-month volume trends visible in Google Sheets for proactive account management
- Account managers spend minutes reviewing drafts instead of hours building reports
Built for 3PL account managers · warehouse client success teams · fulfillment center business development
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.extensiv.comin a real browser with your saved login - no setup, no API keys. -
1
Extensiv - pull monthly metrics per client
extensiv.com How to Automate Extensiv
WebRun opens Extensiv to pull monthly metrics per client. - Open Extensiv Reporting and Analytics and set the date range to the completed calendar month
- For each client, extract total orders received, shipped, and on-time percentage; inventory turns; returns volume; and month billing total
- Note any notable events such as peak volume weeks, exceptions resolved, or SLA performance milestones
Done when Monthly metrics are collected for every active Extensiv client.
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2
Google Sheets - write monthly recap summary for review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to write monthly recap summary for review. - Write a summary row per client to the Monthly Recap sheet with all key metrics and a month column
- Calculate month-over-month volume change for each client and add it as a trend column
- Flag any client with a significant volume drop or SLA miss for account manager attention
Done when The Monthly Recap sheet is populated with all client metrics and trend flags.
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3
Gmail - draft personalized client recap email for approval
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalized client recap email for approval. - Draft a personalized monthly recap email per client using their name, metrics, and any notable highlights
- Leave each draft unsent in Gmail for account manager review and optional personalization before delivery
- Include a summary of the month billing total and an offer to discuss the data on a call
Done when A personalized recap email draft exists in Gmail for every active client, awaiting account manager review.
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 the monthly recap emails to clients automatically?
No. Every client recap email is drafted and held in Gmail for account manager review. Your account managers read each draft, make any personal touches, and send it themselves. Nothing reaches a client without human approval.
What if a client had an unusual month with complaints or credits?
The draft email reflects the data from Extensiv. If the month included credits, exceptions, or service issues, the account manager can add context to the draft before sending. The Sheets flag for SLA misses helps identify which clients need extra care.
Can it produce the recap for a subset of clients, not all of them?
Yes. You can configure it to run only for clients in a specific tier or account manager portfolio during setup so the draft volume stays manageable for your team.
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