Automated Karbon Staff Capacity Report
Every Monday, WebRun opens Karbon, tallies each staff member's open work items and assigned hours against their availability, logs the capacity picture to a Google Sheet, and posts the team a Slack report flagging who is overloaded and who has room this week.
How can I get a weekly staff capacity report automatically?
Every Monday, WebRun opens Karbon, tallies each staff member's open work items and assigned hours against their availability, and works out a load percentage. It logs the capacity picture to a Google Sheet and posts the team a Slack report flagging who is overloaded and who has room, so managers balance the week before it fills up.
- Overloaded and under-used staff surface every Monday, not after burnout
- Managers reassign work from a clear load percentage, not a guess
- The week is balanced before it fills up, not after deadlines slip
Built for accounting firms · firm managers · CPA firms · operations leads
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.karbonhq.comin a real browser with your saved login - no setup, no API keys. -
1
Karbon - tally open work per staff member
karbonhq.com
WebRun opens Karbon to tally open work and assigned hours per staff member. - Open Karbon and group open work items and tasks by assignee
- Capture each staff member's count of open items, budgeted hours, and nearest due dates
- Compare assigned hours against each person's available hours for the week
Done when Every staff member's open work and assigned hours have been tallied for the week.
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2
Google Sheets - log the capacity picture
google.com
WebRun logs each person's open work and load percentage. - Log each staff member with their open item count, assigned hours, and available hours
- Calculate a simple load percentage so over- and under-capacity stand out
- Keep a weekly snapshot so the capacity trend builds across the season
Done when The capacity sheet reflects this week's load per staff member.
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3
Slack - report who is overloaded
slack.com
WebRun posts the weekly staff capacity report to Slack. - Post a report of who is over capacity and who has room this week
- List the most overloaded staff first with their load percentage
- Keep it to a scannable summary managers can act on at the Monday planning meeting
Done when Managers have this week's capacity report 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
Does it reassign work in Karbon?
No. WebRun only reads open work and assigned hours to build the report. It writes to a Google Sheet and posts a Slack summary, so managers decide every reassignment and nothing in Karbon is changed automatically.
How does it measure capacity?
It compares the hours assigned to each staff member in Karbon against their available hours for the week, then shows a load percentage so over- and under-capacity people are obvious at a glance.
Can each manager see their own team?
Yes. WebRun groups the report by staff member, and you can scope it to a team or role, so each manager sees the people they plan for without scrolling the whole firm.
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