Automated Axonaut Weekly Sales Reporting
Every Friday, WebRun opens Axonaut, pulls the week's new quotes, signed deals, and invoices, saves a summary report to Google Drive, and drafts a Twilio text digest to the sales lead highlighting the week's total signed value, left for them to send on to the team.
How do I get a weekly sales report from Axonaut?
WebRun pulls your week's Axonaut quotes, signed deals, and invoices every Friday, saves a summary report to Google Drive, and drafts a Twilio text digest for the sales lead with the week's total signed value and its largest deal. The digest waits for a person to review and send it on.
- The week's signed value is calculated and saved without opening Axonaut
- The sales lead gets a ready digest instead of writing one from memory
- Every week's report is filed for easy comparison later
Built for Sales leads · small business owners · French SMBs · founders
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
axonaut.comin a real browser with your saved login - no setup, no API keys. -
1
Axonaut - pull the week's quotes, deals, and invoices
axonaut.com
WebRun opens Axonaut to pull the week's quotes, deals, and invoices. - Open Axonaut and pull quotes, signed deals, and invoices from the last 7 days
- Total the signed deal value for the week
- Note the largest deal and the largest outstanding quote
Done when The full week of quotes, deals, and invoices has been captured.
-
2
Google Drive - save the weekly report
drive.google.com
WebRun opens Google Drive to save the weekly report. - Save a summary report to a Google Drive folder for the week
- Include totals for quotes, signed deals, and invoices
- Keep prior weeks in their own dated files
Done when This week's sales report is saved and organized in Google Drive.
-
3
Twilio - draft the sales digest
twilio.com
WebRun opens Twilio to draft the sales digest. - Draft a text digest for the sales lead with the week's signed value
- Name the largest deal of the week
- Leave it in Twilio for them to review and send
Done when A drafted weekly digest exists for the sales lead.
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 the digest text send on its own?
No. It is drafted in Twilio and left for the sales lead to review and send, WebRun never sends it automatically.
Does it include unsigned quotes in the signed total?
No. Only deals actually marked signed in Axonaut count toward the week's signed value. Open quotes are reported separately.
Can I see reports from previous weeks?
Yes. Each week is saved to its own dated file in Google Drive, so you can compare weeks side by side.
Related templates
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