Get every forecast submitted before the call
Every Monday, WebRun opens Clari, reads the forecast submissions for the current period, lists who has submitted and who has not by manager, saves the roll up as a file in Google Drive, and texts each missing rep a reminder ahead of the forecast call.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I make sure every rep submits their forecast before the call?
Every Monday, WebRun opens Clari, reads forecast submissions for the current period, and lists who is in and who is missing by manager. It saves the roll up to Google Drive and texts each outstanding rep through Twilio before the call, so the meeting starts with a complete number instead of a chase.
- The forecast call opens with a complete roll up, not a chase in the room
- Every missing rep is reminded before the deadline, by name
- Submission history per period is kept in Google Drive
Built for sales operations · sales managers · revenue leaders · B2B sales teams
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.clari.comin a real browser with your saved login - no setup, no API keys. -
1
Clari - check who has submitted
clari.com
WebRun opens Clari to check who has submitted. - Open Clari and go to the forecast for the current period
- Read which reps and managers have submitted a number and which have not
- Note the submission time for those in and how long the others have been outstanding
- Capture the roll up so far and the pipeline behind it
- Read only. Never enter, adjust, or submit a forecast number on anyone's behalf
Done when Every rep and manager is marked as submitted or still missing.
-
2
Google Drive - save the roll up
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to save the roll up. - Save this week's submission status into your sales ops folder
- List submitted and missing by team, with the manager named on each line
- Include the roll up total from the numbers already in and how much is still outstanding
- Keep one file per forecast period so the chase history is visible
Done when The submission status file for this period is saved in Google Drive.
-
3
Twilio - remind the reps still missing
twilio.com How to Automate Twilio
WebRun opens Twilio to remind the reps still missing. - Text each rep who has not submitted, using the internal numbers you have saved
- Keep it to one line: the period, the deadline, and the link to Clari
- Text the manager a count of who is still outstanding on their team
- Send only to your own staff numbers. Never text a customer or a prospect
Done when Every missing rep and their manager have been reminded before the call.
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 submit a forecast for a rep?
No. WebRun reads submission status in Clari and never enters, adjusts, or submits a number. The forecast stays the rep's own commitment, typed by the rep.
Who gets texted?
Only your own reps and managers, on the internal numbers you have saved. WebRun never texts a customer or a prospect, and the reminder is a single line with the deadline and a link.
What if someone submits after the reminder?
They drop off. WebRun reads live submission status on every run, so a rep who has entered their number is not chased again, and the roll up file reflects them straight away.
Related templates
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