Automated Custify Renewal Prep Notes
Every Monday, WebRun opens Custify, finds the accounts with a renewal date inside the next 60 days, gathers each one's health score, usage trend, open issues, and last touchpoint, writes a one-page prep note into Google Drive, and pings the owning customer success manager on WhatsApp.
How do I prepare for customer renewals before the call?
WebRun opens Custify every Monday and finds accounts renewing within 60 days. It gathers each account's health score movement, usage trend, open issues, and last touchpoint, writes a one-page prep note into Google Drive, and pings the owning customer success manager on WhatsApp with the renewal date.
- Every renewal gets a written prep note 60 days ahead
- CSMs see health direction before they open the call
- Prep notes sort by renewal date so nothing gets prepped late
Built for customer success teams · SaaS account managers · renewals managers · revenue operations
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
custify.comin a real browser with your saved login - no setup, no API keys. -
1
Custify - find renewals inside 60 days
custify.com
WebRun opens Custify to find renewals inside 60 days. - Open Custify and filter accounts to those renewing in the next 60 days
- Read each account's health score and how it has moved over the last quarter
- Capture the usage trend, the open issues, and the date of the last real conversation
- Note the assigned customer success manager and the contract value
Done when Every account renewing within 60 days has a health, usage, and touchpoint picture.
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2
Google Drive - save a prep note per account
drive.google.com
WebRun opens Google Drive to save a prep note per account. - Create a folder for this quarter's renewals if one does not exist yet
- Write a one-page prep note per account with health, usage, open issues, and talking points
- Name each file with the account name and the renewal date so it sorts by deadline
Done when Each upcoming renewal has a dated prep note filed in Google Drive.
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3
WhatsApp - ping the owning CSM
whatsapp.com
WebRun opens WhatsApp to ping the owning CSM. - Message each customer success manager about their own renewals only
- Include the account, the renewal date, the health direction, and the link to the prep note
- Keep it internal. WebRun never contacts the customer or changes a renewal record
Done when Every CSM knows which of their accounts renew next and where the prep note lives.
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 contact the customer about their renewal?
No. Every message is internal, going to your own customer success managers on WhatsApp. WebRun never emails the customer, never books a call with them, and never edits their record in Custify.
What goes into a prep note?
The account's health score and how it moved over the quarter, the usage trend, any open issues, the date of the last real conversation, the contract value, and suggested talking points drawn from those facts.
What if an account renews early or churns?
It drops off the next run. WebRun reads live renewal dates and account status in Custify each Monday, so closed, churned, and already renewed accounts stop generating prep notes.
Related templates
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