Automated Suralink Engagement Status Digest
Every Monday morning, WebRun opens Suralink, reads the completion status and open request count for every active engagement, and posts a structured weekly digest to your team Slack channel so partners and managers start the week with a clear picture of where each engagement stands.
How do I get a weekly status digest of all my active Suralink engagements?
Every Monday WebRun opens Suralink and reads the completion percentage, open request count, and overdue count for every active engagement. It then posts a ranked digest to your team Slack channel, sorted so the most behind engagements appear first, giving partners and managers a clear weekly status snapshot before the week begins.
- Team starts every Monday with a ranked engagement status snapshot
- Engagements most behind completion surface automatically at the top
- No manual status report compilation needed before the weekly standup
Built for audit partners · CPA firms · assurance managers · engagement supervisors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.suralink.comin a real browser with your saved login - no setup, no API keys. -
1
Suralink - read engagement completion status
suralink.com
WebRun opens Suralink to read engagement completion status. - Open Suralink and list all active engagements
- For each engagement, capture total requests, fulfilled requests, open requests, and overdue requests
- Note the date of the most recent client activity or upload
- Calculate a simple completion percentage for each engagement
Done when All active engagements have a completion percentage, open count, overdue count, and last-activity date.
-
2
Slack - post weekly status digest
slack.com
WebRun opens Slack to post weekly status digest. - Format a concise weekly digest with one row per engagement
- Sort engagements by completion percentage ascending so the most behind appear first
- Post the digest to the designated audit team Slack channel
- Flag any engagement with more than 5 overdue requests or less than 30% completion
Done when The weekly engagement status digest is live in the team Slack channel.
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 this send anything to clients?
No. The digest is an internal Slack post for your team only. WebRun reads data from Suralink and summarizes it internally. Clients are never contacted.
How many engagements can it cover in one run?
It covers all active engagements in your Suralink account in a single run, so the digest gives a complete weekly snapshot no matter how many files are open.
Can I choose which Slack channel receives the digest?
Yes. During setup you specify the Slack channel and WebRun posts there every Monday. You can also add multiple channels if you need a copy in a management channel.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.