All templates

Automated Donor Deferral Recheck Reminders

Every morning, WebRun opens SCC Soft Computer (SoftBank), finds donors whose temporary deferral, such as low hemoglobin or travel, expires within the next 14 days, posts the list to Microsoft Teams for the donor recruitment team, and drafts a welcome back email in Outlook for each donor to review before it goes out.

Runs on WebRun · Strict Lockdown policy
Every day at 7:00 AM WebRunorchestrates each step
1 SCC Soft Computer (SoftBank) find deferrals about to expire
2 Microsoft Teams post the recheck list
3 Outlook draft the welcome back email
In short

How do I know when a temporarily deferred donor becomes eligible again?

WebRun checks SCC Soft Computer (SoftBank) every morning for donors whose temporary deferral, such as low hemoglobin or travel, expires within 14 days. It posts a prioritized recheck list to Microsoft Teams for donor recruitment and drafts a welcome back email in Outlook for each donor, leaving the review and send to a recruitment coordinator.

  • Recruitment gets a prioritized list of soon to be eligible donors every morning
  • Rare and high demand donor types are flagged first for outreach
  • Every donor email is drafted for review, never sent without a coordinator's approval

Built for blood donor centers · donor recruitment teams · hospital based donor programs · blood bank supervisors

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.softcomputer.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    SCC Soft Computer (SoftBank) - find deferrals about to expire
    softcomputer.com
    WebRun in SCC Soft Computer (SoftBank): find deferrals about to expire
    WebRun opens SCC Soft Computer (SoftBank) to find deferrals about to expire.
    • Open SCC Soft Computer (SoftBank) and filter donors on temporary deferral
    • Find any deferral, such as low hemoglobin, travel, or low weight, expiring within the next 14 days
    • Capture the donor's deferral reason, expiry date, and eligible blood type
    • Exclude any donor also flagged with a permanent or indefinite deferral

    Done when Every temporarily deferred donor becoming eligible within 14 days is listed with their deferral reason and date.

  3. 2
    Microsoft Teams - post the recheck list
    microsoft.com
    WebRun in Microsoft Teams: post the recheck list
    WebRun opens Microsoft Teams to post the recheck list.
    • Post the recheck list to the donor recruitment channel sorted by soonest eligible date
    • Flag donors with rare or high demand types first
    • Note which donors already have an upcoming drive scheduled nearby

    Done when Donor recruitment has a prioritized recheck list in Teams.

  4. 3
    Outlook - draft the welcome back email
    microsoft.com
    WebRun in Outlook: draft the welcome back email
    WebRun opens Outlook to draft the welcome back email.
    • Draft a welcome back email for each donor becoming eligible, naming their eligible date and nearest drive
    • Leave every email as a draft in the recruitment coordinator's Outlook for review
    • Never send an email to a donor without a coordinator reviewing it first

    Done when A reviewable draft email is ready for every donor on the list. None have been sent automatically.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.softcomputer.com
ScheduleRuns automatically on this cadence
Every day at 7:00 AM
DeliveryHow each run's result reaches you
Donor recheck list · Microsoft Teams
OutputWhat each run produces - A prioritized recheck list of donors becoming eligible again, plus a drafted welcome back email for each, ready for review.
List + drafts
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email donors without anyone checking first?

No. WebRun only drafts the welcome back email in Outlook for each donor becoming eligible. A recruitment coordinator always reviews and sends it themselves before it reaches the donor.

How far ahead does it check deferrals?

By default it looks 14 days ahead for any temporary deferral, such as low hemoglobin or travel, that is about to expire, giving recruitment time to plan outreach before the donor is eligible again.

What about donors with a permanent deferral?

They are excluded automatically. WebRun only surfaces donors on a temporary deferral with a known expiry date, reading the live status in SCC Soft Computer (SoftBank) each morning.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.