Automated Creatio Weekly Process Scorecard
Every Friday, WebRun opens Creatio, reviews pipeline movement for the week alongside how many process automation steps completed versus stalled, saves the full weekly report to Google Drive, and posts a summary to Slack so the team can see sales and operational process health together instead of checking two different views.
How do I track Creatio pipeline and process completion weekly?
Every Friday, WebRun opens Creatio and reviews pipeline movement for the week alongside how many process automation steps completed versus stalled. It saves the full report to Google Drive and posts a summary to Slack, so the team sees sales and operational process health together in one place instead of checking two different views.
- Sales and process health show up in one report, not two systems
- Stalling processes get flagged before they become a pattern
- The team gets a weekly summary without compiling it by hand
Built for revenue operations · sales managers · process owners · operations 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
creatio.comin a real browser with your saved login - no setup, no API keys. -
1
Creatio - review pipeline and process completion
creatio.com
WebRun opens Creatio to review pipeline and process completion. - Open Creatio and review pipeline stage changes for the week
- Check process automation steps for completion versus stalled status
- Note which processes are stalling most often
Done when This week's pipeline movement and process completion have been reviewed.
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2
Google Drive - save the weekly report
drive.google.com
WebRun opens Google Drive to save the weekly report. - Save the full weekly report to the shared operations folder
- Include pipeline totals and process completion rates
- Name the file with this week's date
Done when This week's report is saved in Google Drive.
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3
Slack - post the summary
slack.com
WebRun opens Slack to post the summary. - Post a summary of pipeline movement and process completion to the team channel
- Highlight any process stalling more than usual
- Link to the full report in Drive
Done when The team has this week's 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 it change any pipeline or process data?
No. WebRun only reads pipeline and process completion data from Creatio to build the report. It never edits a deal or a process step.
What counts as a stalling process?
A process automation step that is taking noticeably longer to complete than usual, based on Creatio's own recorded completion times for that process.
Can I see the full detail behind the Slack summary?
Yes, the full weekly report with all the underlying numbers is saved in Google Drive, so the Slack post is a summary with the detail one click away.
Related templates
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