Automated Gainsight QBR Scheduling
Every Monday, WebRun opens Gainsight, finds accounts due a quarterly business review, pulls each one's health score, adoption, open CTAs, and renewal date, assembles a per-account prep pack in Google Sheets, and drafts a scheduling email to the executive sponsor in Gmail for the CSM to review and send.
How do I schedule and prepare for customer QBRs automatically?
Every Monday, WebRun finds accounts in Gainsight whose last QBR was over a quarter ago, pulls each one's health, adoption, open CTAs, and renewal date, and builds a prep pack in Google Sheets. It then drafts a scheduling email to the sponsor in Gmail for the CSM to review, so QBRs get booked and prepped without scramble.
- QBRs surface a quarter out, not when the renewal looms
- Every review comes with a ready prep pack of facts
- Scheduling emails are drafted, then reviewed by a human
Built for customer success teams · CSMs · SaaS companies · account managers
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
auth.gainsightcloud.comin a real browser with your saved login - no setup, no API keys. -
1
Gainsight - find accounts due a QBR
gainsight.com
WebRun opens Gainsight to find accounts due a QBR. - Open Gainsight and filter your book to accounts whose last QBR was over a quarter ago
- For each, read the Scorecard health, adoption, open Cockpit CTAs, and renewal date
- Capture the executive sponsor and owning CSM from the account record
Done when Every account due a QBR has its health, adoption, and renewal facts captured.
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2
Google Sheets - build the prep pack
google.com
WebRun assembles a per-account QBR prep pack in Sheets. - Open the QBR prep sheet and add one tab or row block per account
- Lay out health trend, top adopted and unused features, open CTAs, and renewal date
- Note one talking point and one risk so the CSM walks in with a story
Done when A prep pack is built in the sheet for each account due a QBR.
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3
Gmail - draft the scheduling email
gmail.com
WebRun drafts a QBR scheduling email per sponsor. - Draft a short scheduling email to each account's sponsor proposing two or three slots
- Reference a recent win so the ask feels earned, not routine
- Leave every email as a draft for the CSM to review. Never send or book a meeting automatically
Done when A scheduling email draft is ready for each account due a QBR.
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 email sponsors or book meetings on its own?
No. Every scheduling email is left as a Gmail draft for the CSM to review and send, and WebRun never books a meeting. It surfaces the QBR, builds the prep pack, and writes the first draft. The CSM owns the relationship.
How does it decide which accounts need a QBR?
It reads each account's last QBR date in Gainsight and flags any where a full quarter has passed, then prioritizes by renewal date and health so the most important reviews get scheduled first.
What goes in the prep pack?
Each account's health trend, top adopted and unused features, open CTAs, renewal date, and one suggested talking point and risk, laid out in Google Sheets so the CSM can prep in minutes instead of an hour.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.