Automated eDiscovery Recurring Service Reminders
Every Monday, WebRun reads the recurring ediscovery service schedule in Google Sheets, identifies clients whose next service cycle begins within 14 days, queues a personalized reminder campaign in Mailchimp for team approval, and posts the week's service schedule to Slack so the delivery team can prepare.
How do I automatically remind ediscovery clients about their upcoming recurring service cycles?
Every Monday, WebRun reads the recurring ediscovery service schedule from Google Sheets, identifies clients with a cycle starting within 14 days, builds a personalized Mailchimp reminder campaign as a draft for account manager approval, and posts the upcoming service list to Slack. No reminder reaches a client without a human approving the Mailchimp send.
- Clients receive a timely reminder before each service cycle with no manual effort
- Account managers approve a single Mailchimp draft instead of writing individual emails
- The delivery team sees upcoming cycles in Slack and can prepare in advance
Built for ediscovery vendors · litigation support service providers · legal technology firms · managed review providers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read recurring service schedule
google.com
WebRun opens Google Sheets to read recurring service schedule. - Open the recurring service schedule in Google Sheets
- Identify all clients with a service cycle starting within the next 14 days
- Capture client name, service type, cycle start date, contact email, and account manager for each
Done when All clients with upcoming service cycles in the next 14 days are captured with their contact and service details.
-
2
Mailchimp - queue personalized reminder campaign for approval
mailchimp.com
WebRun opens Mailchimp to queue personalized reminder campaign for approval. - Build a reminder campaign in Mailchimp targeting the upcoming-cycle client segment
- Personalize each email with the client name, service type, and cycle start date
- Save the campaign as a draft and flag it for account manager approval - do not send until approved
Done when A Mailchimp campaign draft exists for the upcoming-cycle client segment, ready for account manager approval.
-
3
Slack - post delivery team prep schedule
slack.com
WebRun opens Slack to post delivery team prep schedule. - Post the week's upcoming service cycles to the delivery team Slack channel
- List each client, service type, and start date, grouped by account manager
- Tag each account manager so they see their upcoming clients directly
Done when The delivery team has the week's upcoming service cycles 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 emails to clients automatically?
No. WebRun builds the Mailchimp campaign and saves it as a draft. The account manager must review the campaign, confirm the recipient list, and click Send in Mailchimp. Nothing goes to a client without approval.
Can it handle clients on different service cycles (monthly, quarterly, annual)?
Yes. Add a cycle-type column to the Google Sheets schedule tracker and configure the reminder window for each cycle type in the settings.
What if a client has paused their service?
Mark the client row as Paused in the Google Sheets tracker. WebRun will skip paused clients and not include them in the Mailchimp campaign draft.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.