Automated Dental Morning Huddle Prep
Every morning, WebRun opens Dental Intelligence, reads the Morning Huddle for scheduled production, open chair time, unscheduled treatment, and the AR balance, lays it all into a Google Sheets huddle sheet, and posts the team a short Slack snapshot before the day starts.
How do I prepare the daily dental morning huddle sheet automatically?
Every morning before the team arrives, WebRun opens Dental Intelligence and reads the Morning Huddle for scheduled production versus goal, open chair time, unscheduled treatment, and the AR balance. It lays each number into a Google Sheets huddle sheet and posts the team a short Slack snapshot, so the huddle is prepped and ready.
- The huddle sheet is ready before anyone arrives, not built in the meeting
- Production, gaps, unscheduled treatment, and balances live in one daily view
- The team starts every day aligned on the same numbers
Built for dental practices · dental office managers · dental teams · practice owners
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
www.dentalintel.comin a real browser with your saved login - no setup, no API keys. -
1
Dental Intelligence - pull the day's huddle numbers
dentalintel.com
WebRun reads the Dental Intelligence Morning Huddle tiles. - Open Dental Intelligence and read the Morning Huddle for today and yesterday
- Pull scheduled production versus goal, open chair time, the Unscheduled Treatment tile, and the AR Balance tile
- Capture the headline number for each so the team has one clear view
Done when Today's production, gaps, unscheduled treatment, and balances have all been captured.
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2
Google Sheets - build the huddle sheet
google.com
WebRun lays the day's huddle numbers into the Google Sheets huddle sheet. - Open the huddle sheet in Google Sheets and add a dated column for today
- Fill in scheduled production versus goal, open chair time to fill, unscheduled treatment value, and the AR balance
- Highlight any gap to fill so the team sees the day's priorities at a glance
Done when Today's column in the Google Sheets huddle sheet is filled and ready to present.
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3
Slack - post the morning snapshot
slack.com
WebRun posts the morning huddle snapshot to Slack. - Post the team a short snapshot of production versus goal and chair time to fill
- Note the unscheduled treatment value and the outstanding balance for the day
- Link the Google Sheets huddle sheet so the full detail is one click away
Done when The team has today's huddle snapshot in Slack before the first patient.
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 anything in our system?
No. WebRun only reads the Morning Huddle in Dental Intelligence and writes the numbers into your Google Sheet. It never edits patient records, the schedule, or balances, so the huddle prep is read-only and safe to run unattended.
Which numbers does it pull?
It reads the Dental Intelligence Morning Huddle: scheduled production versus goal, open chair time, the Unscheduled Treatment tile, and the AR Balance tile, so the team opens to the same view they would build by hand.
What if our huddle needs a different metric?
Tell WebRun which tiles matter and it captures those instead. The sheet and the Slack snapshot follow whatever metrics your huddle runs on, so the prep matches how your team actually meets.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.