Automated Amtelco Weekly Client Activity Reports
Every Monday, WebRun opens Amtelco, compiles last week's calls answered, messages taken, and average handle time for each client, builds the report in Google Sheets, and drafts a plain summary email per client in Gmail, leaving every one unsent for an account manager to review and send.
How do I automatically build weekly client activity reports?
Every Monday, WebRun opens Amtelco, compiles last week's calls answered, messages taken, and handle time for every client, and builds a comparison report in Google Sheets against their four-week average. It drafts a plain-language summary email per client in Gmail and leaves every one unsent, so an account manager reviews and sends each report rather than a client ever seeing an unchecked figure.
- Every client gets a comparison-ready report drafted the same day each week
- Unusual swings over 15 percent get highlighted instead of missed in a wall of numbers
- No client report goes out until an account manager has actually read it
Built for answering services · account managers · virtual receptionist companies · 24/7 contact centers
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.amtelco.comin a real browser with your saved login - no setup, no API keys. -
1
Amtelco - compile last week's activity per client
amtelco.com
WebRun opens Amtelco to compile last week's activity per client. - Open Amtelco reporting and pull last week's totals per client: calls answered, messages taken, and average handle time
- Note any after-hours or urgent-message counts separately
Done when Last week's activity is compiled for every client account.
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2
Google Sheets - build the weekly report
google.com
WebRun opens Google Sheets to build the weekly report. - Build a report tab per client with last week's figures next to the prior four-week average
- Highlight any figure that moved more than 15 percent from that average
Done when A comparison-ready report exists for every client.
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3
Gmail - draft the report email per client
gmail.com
WebRun opens Gmail to draft the report email per client. - Draft a short summary email per client in plain language, pulling the key figures from the report
- Save each as a draft and leave it unsent for the account manager
Done when A ready-to-review report email sits as a draft for every client.
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 clients get the report emailed without us checking it?
No. Every report email is drafted in Gmail and left unsent. An account manager reviews and sends each one, so nothing reaches a client unchecked.
How far back does the comparison go?
Each week's figures are compared against that client's prior four-week average, so a one-off busy week does not look like a permanent trend.
Can the report be customized per client?
Yes. Give WebRun which figures matter most for a given client, such as after-hours volume or urgent-message counts, and it will lead the report with those.
Related templates
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