Chase incomplete new client intake forms at your birth center
Every morning, WebRun opens Maternity Neighborhood, finds new client records created in the past 48 hours that still lack a completed intake form, drafts a follow-up prompt for staff review, and posts an open-intake digest to Slack so onboarding gaps are closed quickly.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase new clients who have not completed their birth center intake form?
WebRun checks Maternity Neighborhood every morning for new client records created in the past 48 hours that are missing a completed intake form. It drafts a follow-up message in Gmail for each open item and posts a count to Slack. Every client message stays as a draft until a staff member reviews and approves it before sending.
- No new client reaches their first prenatal visit without a completed intake on file
- Staff spend minutes reviewing and approving drafts instead of manually tracking gaps
- Daily Slack digest keeps the whole care team aware of onboarding status
Built for birth centers · midwifery practices · client services coordinators · freestanding birth centers
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.maternityneighborhood.comin a real browser with your saved login - no setup, no API keys. -
1
Maternity Neighborhood - find new clients with incomplete intake
maternityneighborhood.com How to Automate Maternity Neighborhood
WebRun opens Maternity Neighborhood to find new clients with incomplete intake. - Open Maternity Neighborhood and navigate to the client list
- Filter for client records created in the past 48 hours
- Check each new record for a completed intake form and flag any that are missing or partially complete
Done when All new client records without a complete intake form are identified and listed.
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2
Gmail - draft intake follow-up for staff review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft intake follow-up for staff review. - Draft a warm, on-brand follow-up prompt for each client with an incomplete intake
- Include a reminder of the intake link or instructions, do not include clinical details
- Save each message as a draft in Gmail, do not send. Leave for staff to review and approve before any outreach goes to the client
Done when A Gmail draft is ready for each client with an incomplete intake, pending staff approval.
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3
Slack - post open-intake digest to care team
slack.com How to Automate Slack
WebRun opens Slack to post open-intake digest to care team. - Post a morning open-intake digest to the client services Slack channel
- List the count of new clients missing intake, using initials only (no PHI)
- Note that follow-up drafts are in Gmail awaiting staff review
Done when The care team has a daily open-intake alert in Slack with action items flagged.
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 message new clients directly to request their intake form?
No. WebRun drafts every follow-up message and holds it in Gmail for staff review and approval before any outreach reaches the client. Your staff decides when and how to send it.
Does it track clients who partially completed intake?
Yes. WebRun flags both missing intakes and partially completed ones so no client slips through with incomplete health history before their first visit.
What if the client submitted their intake form after the record was created?
WebRun reads the live intake status in Maternity Neighborhood each morning, so clients who completed their form overnight are automatically skipped the next day.
Related templates
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