Find the records missing the fields your forecast depends on
Every Monday, WebRun signs in to Close, works through your open leads and opportunities, finds the records with no owner, no value, no close date, or an empty required custom field, groups the gaps by the rep who owns them, posts the fix list to Microsoft Teams, and sends Telegram the ones sitting on your largest deals.
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How do I find CRM records missing the fields my reporting needs?
WebRun audits your Close data every Monday, checking every open lead and opportunity for a missing owner, a missing value, a missing close date, or an empty required field. It posts a fix list to Microsoft Teams grouped by rep and sends Telegram the gaps sitting on your largest deals.
- Every rep gets only their own records to fix, not one long list
- Big deals with empty fields are flagged before the forecast is built
- Record quality is measured week over week instead of guessed at
Built for sales ops · revenue operations · sales managers · 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.
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WebRun signs in and gets to work
Opens
app.close.comin a real browser with your saved login - no setup, no API keys. -
1
Close - audit leads and opportunities
close.com
WebRun opens Close to audit leads and opportunities. - Sign in to Close and open the smart views that cover your active leads and opportunities
- Check each record for a lead owner, an opportunity value, a close date, and a status
- Check the custom fields your reporting depends on and note any that are empty
- Group every gap by the rep who owns the record, and note the deal value beside it
- Report the gaps only. WebRun never edits a record, guesses a value, or reassigns an owner
Done when Every incomplete lead and opportunity is listed with its owner and what is missing.
-
2
Microsoft Teams - post the fix list by rep
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to post the fix list by rep. - Post the sales channel one section per rep with only their own records to fix
- Give each line the record name, the field missing, and the deal value at stake
- Add a header with how many records are incomplete and how that compares with last Monday
- Say plainly when a rep has nothing to fix, so a clean week gets noticed
Done when Every rep can see their own fix list in Teams.
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3
Telegram - flag gaps on big deals
telegram.org How to Automate Telegram
WebRun opens Telegram to flag gaps on big deals. - Send sales leadership a short Telegram note listing the largest opportunities with missing fields
- Name the deal, the owner, the value, and the field that is empty
- Stay quiet when no significant deal has a gap
Done when Leadership knows which big deals have holes in their records.
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 fill in the missing fields itself?
No. WebRun lists what is missing and who owns it. It never writes a value, sets a close date, or assigns an owner, because a guessed field is worse than an empty one in a forecast.
Which fields does it check?
Lead owner, opportunity value, close date, status, and any custom fields you name during setup. Only the fields your reporting actually depends on are audited, so the list stays short.
Does it contact leads or customers?
No. It reads your Close records and posts internally to Microsoft Teams and Telegram. No email, call, or message ever reaches a lead or a customer.
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