Automated Catalyst Success Plan Milestone Digest
Every Monday, WebRun opens Catalyst, reviews the success plans across your book, finds milestones that are overdue or coming due this week, reads who owns each and how late it is, and posts each CSM a Slack digest ranked by value and days slipped so the outcomes you committed to do not quietly fall behind.
How do I track overdue customer success plan milestones?
Every Monday, WebRun opens Catalyst, reviews the success plans across your book, and finds milestones that are overdue or due within the next seven days. It reads who owns each and how late it is, then posts each CSM a Slack digest ranked by value and days slipped, so the outcomes you committed to customers stay on track.
- Slipping milestones surface weekly, before they are missed
- Each CSM sees their overdue goals ranked by value
- Committed customer outcomes stay visible and on track
Built for customer success teams · CSMs · account managers · SaaS companies
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.catalyst.ioin a real browser with your saved login - no setup, no API keys. -
1
Catalyst - find slipping milestones
catalyst.io
WebRun opens Catalyst to find slipping success-plan milestones. - Open Catalyst and review active Success Plans across your accounts
- Find milestones that are past due or due within the next seven days
- Capture the milestone, account, days overdue, value, and owning CSM
Done when Every overdue or due-soon milestone has its account, days late, and owner captured.
-
2
Slack - send each CSM their digest
slack.com
WebRun posts each CSM their success-plan milestone digest. - Post each CSM a digest of their overdue and due-soon milestones
- Lead with days overdue and account value so the most urgent rise to the top
- @-mention the owner so each milestone has a clear next step. Never message the customer automatically
Done when Each CSM has their milestone digest 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
Will it message customers about their plan on its own?
No. This workflow only posts an internal digest to your own team in Slack. It never contacts the customer. WebRun surfaces the slipping milestones and ranks them, and the CSM decides how to get each one back on track.
How does it know a milestone is slipping?
It reads the active Success Plans in Catalyst and checks each milestone's due date, flagging any that are past due or fall within the next seven days, then ranks them by days overdue and account value.
Why does an overdue milestone matter?
Success-plan milestones are the value you promised at the deal. When they slip unnoticed, the account stops realizing outcomes and the renewal story weakens, so a weekly digest keeps committed goals visible before they are missed.
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