Automated Avoma Overdue Action Item Chase
Every Monday, WebRun opens Avoma, reviews action items captured from call notes across the team, flags any that are still open past their due date, creates a Trello card for each overdue item with the call it came from, and texts the owner on WhatsApp so an agreed next step from a call does not quietly slip past its date.
How do I chase overdue action items from Avoma call notes?
Every Monday, WebRun opens Avoma and reviews action items captured from recent call notes, flagging any still open past their due date. It creates a Trello card for each overdue item with the call it came from and texts the owner on WhatsApp, so an agreed next step from a call never quietly slips past its date.
- Overdue action items get tracked until they are actually closed
- Owners are texted directly, not left to check a dashboard
- Nothing agreed on a call quietly slips past its due date
Built for sales teams · customer success · account management · revenue operations
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.avoma.comin a real browser with your saved login - no setup, no API keys. -
1
Avoma - find overdue action items from call notes
avoma.com
WebRun opens Avoma to find overdue action items from call notes. - Open Avoma and review action items captured from recent call notes
- Flag any item still open past its due date
- Note the owner and the call it came from for each
Done when Every overdue action item has been identified with its owner and source call.
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2
Trello - create a card per overdue item
trello.com
WebRun opens Trello to create a card per overdue item. - Create a card for each overdue action item
- Add the due date and the call it came from to the card
- Move the card to done once the item is marked complete in Avoma
Done when Every overdue action item has a tracked card on the board.
-
3
WhatsApp - text the owner
whatsapp.com
WebRun opens WhatsApp to text the owner. - Text the owner of each overdue action item
- Name the item and which call it came from
- Skip the text for items closed since the last run
Done when The owner has been texted about every action item overdue this week.
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 complete the action item itself?
No. WebRun only tracks and reminds. Completing the actual task is still done by whoever owns it.
How does it know an item is overdue?
It reads the due date already captured on the action item in Avoma, so it only counts as overdue once that date has genuinely passed.
Does the Trello card update once the item is done?
Yes, it reads the current status in Avoma each Monday, so once an item is marked complete there, its card gets moved to done.
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