Automated Draft Line Cleaning Reminders
Every Monday, WebRun opens VIP, checks the days since each draft account's last logged line cleaning against your interval, creates a Trello card for anything newly overdue, and posts the field team a Slack digest grouped by rep.
How do I keep draft line cleaning on schedule across accounts?
WebRun tracks draft line cleaning schedules for every account. Each week, it opens VIP, checks the days since each account's last logged cleaning against your interval, creates a Trello card for anything newly overdue, and posts the field team a Slack digest grouped by rep, so a dirty line gets caught before a customer notices the taste.
- Overdue accounts surface within a week instead of relying on someone's memory
- Each rep sees their own accounts due, grouped and ready to schedule
- Cleaned accounts clear off the list automatically, no manual bookkeeping
Built for beer distributors · draft beer field service teams · on premise sales reps · beverage distribution quality control
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.vipinsights.comin a real browser with your saved login - no setup, no API keys. -
1
VIP - check last cleaning dates
vipinsights.com
WebRun opens VIP to check last cleaning dates. - Open VIP and pull the draft account list with each account's last line cleaning date
- Calculate days since the last cleaning for every account
- Flag any account past your cleaning interval, typically 14 days
Done when Every draft account has its days-since-cleaning calculated and flagged if overdue.
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2
Trello - create a card for overdue accounts
trello.com
WebRun opens Trello to create a card for overdue accounts. - Create a card on the field service board for each newly overdue account
- Fill in the account name, days overdue, and the rep responsible
- Move any card whose account gets cleaned back out of the overdue list
Done when Every overdue account has a card on the board and cleaned accounts are cleared off.
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3
Slack - digest this week's due accounts
slack.com
WebRun opens Slack to digest this week's due accounts. - Post a digest to the field team of every account due for cleaning this week
- Group it by rep so each person sees their own accounts
- Link to the Trello board for the full overdue list
Done when The field team has this week's cleaning digest with a link to the board.
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 contact the bar or restaurant about the cleaning?
No. WebRun only creates internal Trello cards and posts a Slack digest for your field team. Scheduling or discussing the cleaning with the account is left to the rep.
How is an account marked overdue?
By days since the last logged cleaning in VIP against your interval, typically 14 days. WebRun calculates it fresh every week rather than relying on a static list.
What happens once an account gets cleaned?
Once VIP shows a new cleaning date, WebRun clears its Trello card off the overdue list automatically on the next run, no one has to remember to close it out.
Related templates
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