Automated Capsule CRM Renewal Tracking
Every morning, WebRun opens Capsule, finds every account whose renewal date falls within the next 30 days, logs the account, renewal date, and value to a Google Sheet renewal tracker, and updates a matching card on a Notion renewal board so the account team always has a current view of what is coming up.
How do I track upcoming client renewals in Capsule automatically?
Every morning, WebRun opens Capsule and finds every account with a renewal date in the next 30 days, noting the value and account owner for each. It logs the list to a Google Sheet and keeps a matching Notion board current, so upcoming renewals are visible a month out instead of surfacing only when the date has already arrived.
- Renewals are visible a full month out, not the week they are due
- The tracker updates itself so no one checks Capsule by hand
- Renewed accounts drop off the list automatically
Built for account managers · small business services · agencies · customer success
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.capsulecrm.comin a real browser with your saved login - no setup, no API keys. -
1
Capsule - find accounts with a renewal in the next 30 days
capsulecrm.com
WebRun opens Capsule to find accounts with a renewal in the next 30 days. - Open Capsule and check accounts for an upcoming renewal date
- Keep only accounts renewing in the next 30 days
- Note the renewal date, value, and account owner for each
Done when Every account renewing within 30 days has been identified with its details.
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2
Google Sheets - log the renewal tracker
google.com
WebRun opens Google Sheets to log the renewal tracker. - Log each upcoming renewal with its date, value, and owner
- Sort so the nearest renewal dates appear first
- Remove any account that has already renewed since the last run
Done when The renewal tracker in Sheets reflects every account renewing in the next 30 days.
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3
Notion - update the renewal board
notion.so
WebRun opens Notion to update the renewal board. - Update the renewal board with a card for each upcoming account
- Move the card into the correct week based on the renewal date
- Note the account owner on the card
Done when The Notion renewal board matches today's Capsule check.
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 renew or change anything in Capsule?
No. WebRun only reads renewal dates from Capsule to build the tracker. Any renewal action still happens in Capsule, done by your team.
How far ahead does it look?
30 days by default, so an account first appears on the tracker a month before its renewal date, giving the account owner time to plan outreach.
What happens once an account renews?
It reads the live renewal date in Capsule each morning, so once an account is renewed and its date moves forward, it drops off the current tracker automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.