Automated Client Deliverable Status Updates
Every Monday, WebRun checks each client deliverable's status in Smartsheet, reserve reports, valuation memos, or pricing analyses tied to a live AXIS run, drafts a short status update email to each client in Gmail, and leaves every draft unsent for the responsible consultant to review before it sends.
How do I keep clients updated on deliverable status automatically?
Every Monday, WebRun checks the AXIS run status behind each open client deliverable, reserve reports, valuation memos, or pricing analyses, and updates a Smartsheet tracker with where each one stands. It drafts a short status update for every client in Gmail and leaves it unsent, so a consultant reviews and sends it, not WebRun.
- Clients get a status update every week instead of only when they ask
- Every update is drafted from real AXIS run status, not a guess
- Slipped deliverables are flagged plainly instead of the date passing quietly
Built for actuarial consulting firms · client-facing actuaries · consulting practice leads · engagement managers
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.moodysanalytics.comin a real browser with your saved login - no setup, no API keys. -
1
Moody's Analytics AXIS - check the underlying run status
moodysanalytics.com
WebRun opens Moody's Analytics AXIS to check the underlying run status. - Open AXIS and check the run status behind each open client deliverable
- Note whether the underlying reserve, valuation, or pricing run has completed and passed validation
- Match each run to its client deliverable in Smartsheet
Done when Every open deliverable has its underlying AXIS run status captured.
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2
Smartsheet - track each deliverable's status
smartsheet.com
WebRun opens Smartsheet to track each deliverable's status. - Open the Client Deliverable Tracker sheet
- Update each deliverable's status: in progress, in review, or ready to send, against today's AXIS status
- Note the original due date and any deliverable now at risk
Done when The tracker reflects today's status for every open client deliverable.
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3
Gmail - draft the client status update
gmail.com
WebRun opens Gmail to draft the client status update. - Draft a short, clear status update to each client naming their deliverable and where it stands
- Note the expected delivery date, or flag it plainly if the date has moved
- Save every message as a draft and leave it unsent for the responsible consultant to review
Done when A status update draft sits ready in Gmail for every client with an open deliverable.
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 without a consultant reviewing it first?
No. WebRun only drafts each status update in Gmail and leaves it unsent. The responsible consultant reads and sends every message, so no client hears about their deliverable's status without human review first.
How does it know a deliverable's true status?
It checks the underlying reserve, valuation, or pricing run's status directly in AXIS and matches it to the deliverable logged in Smartsheet, so the update reflects real progress, not a guess.
What if a deliverable has slipped past its due date?
It flags that plainly in both the Smartsheet tracker and the draft update, so the consultant can decide how to explain the delay to the client rather than the date quietly passing unnoticed.
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