Automated Dooly Notes Gap Detection
Every Monday, WebRun opens Dooly, finds every deal that moved pipeline stage in the last week with no call notes logged against it, checks Gmail for any recent email thread that might explain the stage change, and logs the documentation gap list to Google Sheets so the manager can see which deals are moving without a paper trail behind them.
How do I find deals that changed stage with no notes in Dooly?
Every Monday, WebRun opens Dooly and finds deals that moved pipeline stage in the last week with no call notes logged, then checks Gmail for any recent email thread that might explain the move. It logs the documentation gap list to Google Sheets, so the manager can see which deals are advancing without a paper trail behind them.
- Undocumented stage changes get surfaced weekly, not discovered during a deal review
- The manager gets a clear list instead of auditing the CRM by hand
- Gmail context helps fill in gaps instead of chasing the rep for a memory
Built for sales managers · revenue operations · account executives · Salesforce users
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
dooly.aiin a real browser with your saved login - no setup, no API keys. -
1
Dooly - find deals that moved stage with no notes
dooly.ai
WebRun opens Dooly to find deals that moved stage with no notes. - Open Dooly and review deals that changed pipeline stage in the last week
- Check whether call notes were logged for each stage change
- Flag any deal that moved with no notes attached
Done when Every deal that moved stage this week has been checked for logged notes.
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2
Gmail - check for context in recent email threads
gmail.com
WebRun opens Gmail to check for context in recent email threads. - Check the email thread for each flagged deal for any recent context
- Note whether an email conversation might explain the stage change
- Leave every email untouched, this step only reads
Done when Every flagged deal has been checked for context already sitting in Gmail.
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3
Google Sheets - log the documentation gap list
google.com
WebRun opens Google Sheets to log the documentation gap list. - Log each flagged deal with its stage change and whether email context was found
- Sort so deals with no notes and no email context appear first
- Remove any deal that has since had notes logged
Done when The documentation gap list in Sheets reflects this week's check.
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 write the missing notes itself?
No. WebRun only flags which deals are missing notes and checks for context. Writing the actual call notes is still done by the rep in Dooly.
Does it send or reply to any email?
No. WebRun only reads Gmail to check for existing context. It never sends, replies to, or drafts anything in this workflow.
Why does a documentation gap matter?
Because a deal that moves stage with no notes leaves the next person, whether a manager or a teammate covering the account, with no record of why. This workflow makes those gaps visible so they can be filled in.
Related templates
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