Automated Hint Health Membership Renewal Reminders
Every morning, WebRun opens Hint Health, finds memberships expiring within 30 days, logs each member to Google Sheets, and posts a renewal-due digest to Slack so staff can follow up before any membership lapses.
How do I automatically track and remind staff about upcoming DPC membership renewals?
WebRun opens Hint Health every morning, finds memberships expiring within 30 days, and logs each member to a Google Sheets tracker. It then posts a renewal-due digest to Slack ranked by urgency so staff can follow up before any membership lapses and revenue is lost.
- No membership lapses unnoticed with a daily 30-day expiry review
- Staff open Slack each morning to a ranked renewal action list
- Already-renewed members are skipped automatically from live Hint Health data
Built for direct primary care practices · DPC physicians · membership-based primary care
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
app.hint.comin a real browser with your saved login - no setup, no API keys. -
1
Hint Health - find memberships expiring soon
hint.com
WebRun opens Hint Health to find memberships expiring soon. - Open Hint Health and navigate to the Members section
- Filter for memberships with a renewal date within the next 30 days
- Capture member name, plan, renewal date, and contact info for each
Done when Every member renewing within 30 days is listed with full details.
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2
Google Sheets - log expiring members
google.com
WebRun opens Google Sheets to log expiring members. - Open the practice renewal tracker sheet
- Append each expiring member as a new row with today's date, member name, plan, and renewal date
- Mark any member already actioned this week as reviewed
Done when Renewal tracker sheet is updated with all expiring members.
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3
Slack - post renewal-due digest to staff
slack.com
WebRun opens Slack to post renewal-due digest to staff. - Post a daily digest to the staff channel listing members renewing in the next 30 days
- Sort by soonest renewal date first
- Note the count of members renewing this week vs. next week
Done when Staff have today's renewal-due list 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 send reminder messages to members automatically?
No. Member-facing renewal reminders are drafted and queued for staff review, never sent automatically. WebRun only posts an internal Slack digest so your team can follow up personally, keeping PHI inside your practice.
How far ahead does it flag renewals?
It flags memberships renewing within the next 30 days by default. You can tighten that window to 14 days or widen it to 60 days when you set up the workflow.
What if a member already renewed?
It reads live membership status from Hint Health on each run, so members who have already renewed are automatically excluded from the digest.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.