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Function Point Automated Client Feedback Requests

Every morning, WebRun opens Function Point, finds projects marked complete in the last day, drafts a short, friendly feedback request for each client in Gmail, and posts your account team a Slack list of drafts waiting for review.

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Runs on WebRun · Strict Lockdown policy
Every morning at 9:00 AM WebRunorchestrates each step
1 Function Point find projects completed yesterday
2 Gmail draft a feedback request for review
3 Slack list drafts waiting for the account team
In short

How do I ask clients for feedback right after a project wraps?

WebRun checks Function Point every morning for projects marked complete in the last day, then drafts a short, friendly feedback request for each client in Gmail. It leaves every draft unsent and posts your account team a Slack list of what is waiting for review, so client feedback gets asked for promptly without a person writing each request from scratch.

  • Every completed project gets a feedback request draft the same day
  • No feedback email goes out without a person reviewing it first
  • Clients are never asked twice in the same quarter

Built for creative agencies · advertising agencies · account managers · client services 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 hosted.functionpoint.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Function Point - find projects completed yesterday
    functionpoint.com
    WebRun in Function Point: find projects completed yesterday
    WebRun opens Function Point to find projects completed yesterday.
    • Open Function Point and list projects marked complete in the last day
    • Note the client contact and the project name for each
    • Skip anything already sent a feedback request this quarter

    Done when Every newly completed project has been listed with its client contact.

  3. 2
    Gmail - draft a feedback request for review
    gmail.com
    WebRun in Gmail: draft a feedback request for review
    WebRun opens Gmail to draft a feedback request for review.
    • Draft a short, friendly feedback request naming the project and client
    • Leave every request as a draft in Gmail for the account owner to review
    • Never send a feedback request without a person approving it first

    Done when A ready to send draft exists for every newly completed project.

  4. 3
    Slack - list drafts waiting for the account team
    slack.com
    WebRun in Slack: list drafts waiting for the account team
    WebRun opens Slack to list drafts waiting for the account team.
    • Post the account team a list of feedback drafts waiting for review
    • Note which client and project each draft is for

    Done when The account team has today's list of pending feedback drafts in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
hosted.functionpoint.com
ScheduleRuns automatically on this cadence
Every morning at 9:00 AM
DeliveryHow each run's result reaches you
Pending draft list · Slack
OutputWhat each run produces - A ready to send feedback request draft for every project completed in the last day, with a Slack list of what's pending review.
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 email clients without me approving first?

No. WebRun only drafts the feedback request in Gmail and leaves it unsent. Your account team reviews and sends each one before a client sees it.

How does it know a project just finished?

It reads the project status in Function Point each morning and only drafts a request for projects marked complete in the last day.

Will it request feedback from the same client twice?

It skips any client already sent a feedback request this quarter, so relationships do not get repeatedly asked in a short window.

Keep going

Related templates

Function Point Automated Deliverable Status Digest
Every morning, WebRun checks Function Point for every active campaign deliverable, confirms the latest file in Google Drive, and posts your team a Slack digest of what's in progress, in review, or approved.
Function Point›Google Drive›Slack
Function Point Automated Client Invoice Reminders
Every Monday, WebRun checks Function Point and QuickBooks for client invoices past due, drafts a polite payment reminder for each in Gmail, and leaves every draft for your accounts team to review and send.
Function Point›QuickBooks›Gmail
Function Point Automated Brief Approval Reminders
Every morning, WebRun checks Function Point for creative briefs waiting on client sign off, drafts a polite nudge email for anything stalled too long, and posts your team a status list in Slack.
Function Point›Gmail›Slack

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