Automated CaptivateIQ Commission Query Handoff
Every morning, WebRun opens CaptivateIQ, finds any commission query or dispute a rep has flagged since the last run, logs it to Airtable as a tracked ticket with the plan, period, and amount in question, and creates a Notion brief for the comp team so every query is handed off for human review instead of sitting unassigned.
How do I organize commission query handoffs from CaptivateIQ?
Every morning, WebRun checks CaptivateIQ for commission queries reps have flagged and logs each one to Airtable as a ticket with the plan, period, and amount in question. It briefs the comp team in Notion so every query gets picked up for review, without ever changing a payout figure itself, only routing the question to a human.
- Every commission query gets a tracked ticket, not a lost Slack message
- The comp team gets a daily briefing instead of hunting for new queries
- No payout figure is ever changed automatically
Built for sales compensation teams · revenue operations · finance · comp analysts
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.captivateiq.comin a real browser with your saved login - no setup, no API keys. -
1
CaptivateIQ - find newly flagged commission queries
captivateiq.com
WebRun opens CaptivateIQ to find newly flagged commission queries. - Open CaptivateIQ and review commission queries flagged by reps
- Note the rep, plan, period, and amount in question for each
- Skip any query already logged in a previous run
Done when Every newly flagged commission query has been captured with its details.
-
2
Airtable - log each query as a tracked ticket
airtable.com
WebRun opens Airtable to log each query as a tracked ticket. - Log each query as a new ticket with a status of awaiting review
- Record the rep, plan, period, and amount from CaptivateIQ
- Leave the resolution field blank for the comp team to fill in
Done when Every new query has a tracked ticket in Airtable.
-
3
Notion - brief the comp team for review
notion.so
WebRun opens Notion to brief the comp team for review. - Add each new ticket to the comp team's review page
- Group queries by period so related ones are reviewed together
- Note that no payout figures have been changed, only flagged
Done when The comp team has a current briefing of every query awaiting review in Notion.
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 WebRun change or approve any commission amount?
No. WebRun only reads flagged queries and logs them for review. Every commission figure and payout decision stays in CaptivateIQ, made by your comp team.
How does it know a query needs review?
It reads the queries reps have already flagged inside CaptivateIQ, so nothing is escalated unless a rep raised it there first.
What if the same query gets flagged twice?
It checks the Airtable ticket log before creating a new one, so a query already tracked from an earlier run will not create a duplicate ticket.
Related templates
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