Automated Chamber Renewal Pipeline Report
Every Monday, WebRun opens ChamberMaster, pulls every membership due for renewal in the next 90 days, segments the list by tier and urgency, logs the pipeline breakdown to Google Sheets, and posts a board-ready renewal summary to staff in Slack.
How do I get an automatic weekly renewal pipeline report for my chamber's leadership?
Every Monday, WebRun opens ChamberMaster, pulls all memberships due within 90 days, segments them by urgency and dues value across six buckets, updates a Google Sheets pipeline report with a running history, and posts a board-ready summary to staff in Slack. No member-facing messages are sent.
- Leadership sees a segmented renewal pipeline in Slack every Monday before the week starts
- A running Google Sheet history lets staff track pipeline movement week over week
- No manual data pulling or spreadsheet formatting needed from staff
Built for chambers of commerce · executive directors · membership directors · chamber board leadership
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
www.chambermaster.comin a real browser with your saved login - no setup, no API keys. -
1
ChamberMaster - pull renewal pipeline data
chambermaster.com
WebRun opens ChamberMaster to pull renewal pipeline data. - Open ChamberMaster and navigate to the Members section
- Filter for all memberships with renewal dates in the next 90 days
- Segment the list into three buckets: 0 to 30 days (critical), 31 to 60 days (at risk), 61 to 90 days (in pipeline)
- For each segment, count members and sum annual dues value
- Also count members who are past renewal with no payment, categorized by days overdue: 1 to 30, 31 to 60, 60 or more
Done when The renewal pipeline is segmented by urgency and value across all six buckets.
-
2
Google Sheets - log segmented pipeline to report sheet
google.com
WebRun opens Google Sheets to log segmented pipeline to report sheet. - Update the Renewal Pipeline report sheet with this week's segment counts and dues values
- Append a summary row to the history tab so leadership can track pipeline movement week over week
- Flag any members who appear in the critical bucket for the third week in a row
Done when The Google Sheet pipeline report is updated with current segment data and history.
-
3
Slack - post board-ready renewal summary to staff
slack.com
WebRun opens Slack to post board-ready renewal summary to staff. - Post a board-ready renewal summary to the leadership channel with each segment's member count and total dues value
- Highlight any segment where value increased more than 10 percent week over week
- Include a link to the full Google Sheet pipeline report
Done when Staff and leadership have this week's renewal pipeline summary in Slack.
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 this workflow send anything to members?
No. The renewal pipeline report is entirely internal. It posts the summary to staff in Slack and updates Google Sheets. No member-facing communication is sent by this workflow.
What is the difference between this report and the weekly activity digest?
The weekly activity digest covers all membership activity including new joins and event registrations. This report focuses specifically on the renewal pipeline, segmented by urgency and dues value, and is designed for board-level revenue visibility.
Can I share the Google Sheet with board members directly?
Yes. The Google Sheet is a standard shareable document. Staff can grant board members view access so leadership can check the pipeline between weekly Slack summaries at any time.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.