All templates

Automated Convin QA Backlog Tracking

Every Monday, WebRun opens Convin, checks which calls from the past week still have not been scored by a QA reviewer, logs the pending review list to Google Sheets so the backlog is visible, and summarizes QA scoring trends for the team in Notion, so a growing backlog gets caught early instead of showing up as a surprise at the monthly review.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Convin check which calls still need QA scoring
2 Google Sheets log the pending review list
3 Notion summarize QA trends for the team
In short

How do I keep track of the Convin QA scoring backlog?

Every Monday, WebRun opens Convin and checks which calls from the past week still have no QA score recorded, logging the pending list to Google Sheets so the backlog stays visible. It summarizes scoring trends for the team in Notion, so a growing backlog of unscored calls gets caught early instead of surfacing as a surprise at the monthly review.

  • The QA backlog is visible every Monday, not just at month end
  • Scoring trends by rep are tracked automatically
  • Scored calls drop off the backlog without manual cleanup

Built for call center QA teams · contact center managers · sales operations · customer service leaders

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.convin.ai in a real browser with your saved login - no setup, no API keys.

  2. 1
    Convin - check which calls still need QA scoring
    convin.ai
    WebRun in Convin: check which calls still need QA scoring
    WebRun opens Convin to check which calls still need QA scoring.
    • Open Convin and review calls from the past week
    • Check which ones still have no QA score recorded
    • Note the rep and call date for each unscored call

    Done when Every unscored call from the past week has been identified.

  3. 2
    Google Sheets - log the pending review list
    google.com
    WebRun in Google Sheets: log the pending review list
    WebRun opens Google Sheets to log the pending review list.
    • Log each unscored call with its rep and date
    • Sort so the oldest unscored calls appear first
    • Remove any call that has been scored since the last run

    Done when The pending QA review list in Sheets reflects this week's backlog.

  4. 3
    Notion - summarize QA trends for the team
    notion.so
    WebRun in Notion: summarize QA trends for the team
    WebRun opens Notion to summarize QA trends for the team.
    • Summarize QA scoring trends for the team, including average scores by rep
    • Note how the backlog size compares to last week
    • Flag any rep with a consistently growing unscored count

    Done when The team has a current QA trend summary in Notion.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.convin.ai
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
QA backlog · Google Sheets
OutputWhat each run produces - A Google Sheets backlog of unscored calls plus a Notion summary of QA scoring trends.
Report
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it score the calls itself?

No. WebRun only reports which calls still need scoring. The actual QA scoring is still done by a reviewer in Convin.

How does it know a call needs scoring?

It reads the QA status Convin already tracks for each call, so a call only appears on the backlog once genuinely nothing has been scored yet.

What happens once a call gets scored?

It reads the live QA status each Monday, so once a reviewer scores a call, it drops off the following week's backlog automatically.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.