Automated TazWorks Client SLA Reporting
Every Monday, WebRun opens TazWorks, compiles the prior week's completed orders against each client's contracted turnaround SLA, logs the results to a sheet, drafts a performance summary email in Gmail for your account manager to review before sending to the client, and posts an internal Slack copy for the team.
How do I report background check turnaround performance to clients?
WebRun compiles each client's completed TazWorks orders every Monday, scores them against that client's contracted turnaround SLA, and logs the results to a sheet with a 4 week trend. It drafts a per-client performance email in Gmail for your account manager to review before sending, and posts an internal Slack summary flagging anyone who dropped below SLA.
- Clients get an SLA report before they have to ask for one
- SLA misses are flagged internally before a client notices
- Four week performance trends are visible, not just a single week
Built for CRA account managers · background screening companies · client services teams · operations leadership
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.tazworks.comin a real browser with your saved login - no setup, no API keys. -
1
TazWorks - compile completed orders vs SLA
tazworks.com
WebRun opens TazWorks to compile completed orders vs SLA. - Open TazWorks and pull every order completed in the last 7 days
- Compare each order's actual turnaround against the client's contracted SLA
- Calculate the percentage of orders that met SLA per client
Done when Every completed order from the last week is scored against its client's SLA.
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2
Google Sheets - log turnaround by client
google.com
WebRun opens Google Sheets to log turnaround by client. - Log each client's SLA percentage, average turnaround, and order count for the week
- Track the trend against the prior 4 weeks
Done when The SLA tracking sheet reflects this week's performance per client.
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3
Gmail - draft the client SLA report
gmail.com
WebRun opens Gmail to draft the client SLA report. - Draft a performance summary email per client with their SLA percentage and average turnaround
- Leave each email as a draft addressed to the client's account contact for your account manager to review
- Never send the report to the client automatically
Done when A ready-to-review SLA report draft exists for every active client.
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4
Slack - share the internal copy
slack.com
WebRun opens Slack to share the internal copy. - Post an internal summary of every client's SLA percentage this week
- Flag any client that dropped below their contracted SLA
Done when Your account team has this week's SLA results in Slack before any report goes to a 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 it send the SLA report to clients automatically?
No. WebRun drafts the client-facing report in Gmail and leaves it unsent. Your account manager reviews and sends it.
How is the SLA percentage calculated?
It compares each completed order's actual turnaround in TazWorks against that client's contracted SLA, then divides orders that met it by total orders for the week.
Can I see performance trends, not just this week?
Yes. Every week's results are logged to a sheet alongside the prior 4 weeks, so a slipping trend is visible before it shows up in a client complaint.
Related templates
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