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Automated Customer.io Segment Reconciliation

Every Monday, WebRun opens Customer.io, checks segment membership against a source-of-truth Google Sheet, flags any contact in the segment who shouldn't be there or missing from it, and emails an internal summary via Gmail to the lifecycle marketing owner.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Customer.io check segment membership
2 Google Sheets compare against the source of truth
3 Gmail email the owner a summary
In short

How do I check my Customer.io segments match my source-of-truth list?

WebRun checks Customer.io every Monday, compares the segment's live membership against your source-of-truth Google Sheet, flags any contact who shouldn't be in the segment or is missing from it, and emails an internal summary to your lifecycle marketing owner, so segment drift gets caught weekly before it skews a campaign send.

  • Segment drift gets caught weekly before a campaign send
  • One consistent source of truth between Customer.io and your sheet
  • No contact gets added or removed without a human decision

Built for lifecycle marketers · product marketing teams · CRM managers

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 fly.customer.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    Customer.io - check segment membership
    customer.io
    WebRun in Customer.io: check segment membership
    WebRun opens Customer.io to check segment membership.
    • Open Customer.io and export current membership for the tracked segment
    • Note the total count and any recent changes
    • Capture this as this week's segment snapshot

    Done when This week's Customer.io segment membership is captured.

  3. 2
    Google Sheets - compare against the source of truth
    google.com
    WebRun in Google Sheets: compare against the source of truth
    WebRun opens Google Sheets to compare against the source of truth.
    • Open the source-of-truth sheet for this segment
    • Compare it against this week's Customer.io export
    • List any contact that doesn't match on either side

    Done when Every mismatch between Customer.io and the sheet is listed.

  4. 3
    Gmail - email the owner a summary
    gmail.com
    WebRun in Gmail: email the owner a summary
    WebRun opens Gmail to email the owner a summary.
    • Draft an internal summary email to the lifecycle marketing owner
    • List the count of mismatches and a few examples
    • Send it, the recipient is your own team, not segment members

    Done when The owner has this week's reconciliation summary in their inbox.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
fly.customer.io
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Reconciliation summary · Gmail
OutputWhat each run produces - A weekly list of contacts that don't match between a Customer.io segment and your source-of-truth sheet.
Text
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

Will it add or remove contacts from the segment?

No. WebRun only flags mismatches for review. Adding or removing a contact from a segment is a decision your lifecycle marketing owner makes.

What counts as drift?

Any contact that appears in the Customer.io segment but not on the source-of-truth sheet, or the other way around.

Does it message the segment members?

No. The email summary goes to your internal lifecycle marketing owner only, never to the segment's contacts.

Keep going

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