Automated Balto Compliance Flag Alerts
Every hour, WebRun opens Balto, checks calls where the live guidance flagged a compliance issue or a missed checklist item, logs each flagged call to Airtable with the specific miss for QA review, and drafts a short coaching note in Gmail for the manager to personalize and send to the rep, so a compliance gap gets addressed quickly without waiting for a full call review cycle.
How do I catch compliance misses flagged during live Balto calls?
Every hour, WebRun opens Balto and checks calls where live guidance flagged a compliance issue or a missed checklist item, logging each one to Airtable for QA review with the specific issue. It drafts a short coaching note in Gmail for the manager and leaves it unsent, so a compliance gap gets addressed quickly, with a human deciding what actually gets sent to the rep.
- Compliance misses get logged for review within the hour, not at the next audit
- Coaching notes are drafted and ready, not written from scratch
- Nothing gets sent to a rep without a manager reviewing it first
Built for call center managers · QA teams · compliance officers · sales 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
balto.aiin a real browser with your saved login - no setup, no API keys. -
1
Balto - flag calls with a compliance or checklist miss
balto.ai
WebRun opens Balto to flag calls with a compliance or checklist miss. - Open Balto and review calls from the last hour with a flagged compliance or checklist miss
- Note the specific issue and the rep on the call
- Rate the severity of each flagged issue
Done when Every call flagged in the last hour has been captured with its specific issue.
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2
Airtable - log the flagged call for QA
airtable.com
WebRun opens Airtable to log the flagged call for QA. - Log each flagged call to the QA review queue
- Record the rep, issue, and severity
- Mark as awaiting manager review
Done when Every flagged call from this hour has a logged QA entry.
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3
Gmail - draft a coaching note for the manager
gmail.com
WebRun opens Gmail to draft a coaching note for the manager. - Draft a short coaching note describing the flagged issue for the manager
- Keep it factual and specific to the call
- Save every message as a draft and leave it unsent for review
Done when A coaching note draft sits in Gmail for the manager for every flagged call.
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 coaching note to the rep itself?
No. WebRun only drafts the coaching note in Gmail and leaves it unsent. The manager reviews, personalizes, and decides whether and how to send it.
Does it change anything about the call or the guidance?
No. WebRun only reads what Balto already flagged during the live call. It does not alter guidance settings or call records.
How is severity decided?
It reads the flag Balto's live guidance already raised on the call, so severity reflects how significant the compliance or checklist miss was on that specific call.
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