Get clients booked for their periodic review
Every morning, WebRun opens Redtail, finds clients whose periodic review is due or overdue based on their last review date and review cadence, drafts a friendly scheduling email to each one in Gmail, leaves every draft unsent for an advisor to review, and posts the team a Slack list of who still needs a review booked.
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How do I keep clients on schedule for their periodic review meetings?
Every morning, WebRun opens Redtail and finds clients whose periodic review is due or overdue based on their last meeting and cadence. It drafts a friendly scheduling email to each one in Gmail, leaves every draft unsent for an advisor, and posts the team a Slack booking list, so no client goes too long without a review.
- Clients overdue for a review surface every morning
- Each scheduling email is drafted and waiting for the advisor
- No client slips past their review cadence unnoticed
Built for financial advisors · RIAs · wealth managers · client service 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
redtailtechnology.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Redtail - find clients due for review
redtailtechnology.com
WebRun opens Redtail to find clients due for their periodic review. - Open Redtail and review each client's last meeting activity and review cadence
- Flag clients whose periodic review is now due or overdue
- Capture the client, their advisor, and the date of their last review for each
Done when Every client overdue for a review has been listed with their advisor and last review date.
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2
Gmail - draft scheduling emails
gmail.com How to Automate Gmail
WebRun drafts a review scheduling email for each client and leaves it unsent. - Draft a friendly scheduling email to each client offering a few times for their review
- Reference how long it has been since their last meeting to add context
- Save every message as a draft and leave it unsent for the advisor to review
Done when A scheduling email draft sits ready in Gmail for every client due for a review.
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3
Slack - report who needs booking
slack.com How to Automate Slack
WebRun posts the day's review-booking list to Slack. - Post the team a short list of clients who still need a review on the calendar
- Sort by how overdue each one is so the longest-waiting surface first
- Note that scheduling drafts are waiting in Gmail for review
Done when The team has today's review-booking list in Slack.
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 clients to book a meeting on its own?
No. WebRun only drafts each scheduling email in Gmail and leaves it unsent. An advisor reads every message and clicks send, so no client is contacted until a person approves the note.
How does it know who is due for a review?
It reads each client's last meeting activity in Redtail and compares it against your review cadence, such as annual or semi-annual, then flags anyone whose periodic review is now due or overdue.
Does it put meetings on the calendar itself?
No. WebRun surfaces who needs a review and drafts the outreach. Booking the actual time stays with your advisor and client once they agree on a slot, so nothing lands on a calendar without a person confirming it.
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