Automated Relativity Review Batch Assignment Drafts
Every morning, WebRun checks Relativity for review batches that have not been assigned to a reviewer, looks up each reviewer's current workload in a Google Sheet, drafts a concise assignment email for each batch in Gmail, and logs the pending assignments so nothing is forgotten.
How do I automatically draft reviewer assignment emails for unassigned Relativity batches?
WebRun checks Relativity each morning for unassigned or urgent review batches, looks up reviewer availability in Google Sheets, and drafts a concise assignment email in Gmail for each. The project manager reviews and sends each draft manually, so no reviewer receives an assignment without a human confirming it first.
- No review batch sits unassigned overnight without a drafted follow-up
- Assignment emails are consistent and include all the details reviewers need
- The PM spends minutes approving drafts rather than writing emails from scratch
Built for ediscovery project managers · review managers · law firm litigation support · legal operations
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
relativity.onein a real browser with your saved login - no setup, no API keys. -
1
Relativity - find unassigned review batches
relativity.com
WebRun opens Relativity to find unassigned review batches. - Open Relativity and check the Batching module for each active matter workspace
- Identify batches with no reviewer assigned or a due date within 48 hours
- Record the batch name, matter, document count, document types, and due date for each
Done when All unassigned or urgent review batches are captured with their details.
-
2
Google Sheets - check reviewer workload
google.com
WebRun opens Google Sheets to check reviewer workload. - Open the reviewer workload tracker in Google Sheets
- For each unassigned batch, identify the reviewer with the lightest current load and relevant review experience
- Log the proposed assignment in the sheet as pending approval
Done when Each unassigned batch has a proposed reviewer based on current workload.
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3
Gmail - draft assignment request emails
gmail.com
WebRun opens Gmail to draft assignment request emails. - Draft an assignment email for each proposed reviewer, naming the batch, matter, document count, and due date
- Include a link to the Relativity workspace in each draft
- Save all drafts without sending - the project manager must review and send each one
Done when A Gmail draft assignment email exists for every unassigned batch, ready for the PM to review and send.
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 the assignment emails to reviewers automatically?
No. Every email is saved as a Gmail draft. The project manager must open each draft, confirm the reviewer and details, and send it manually. Nothing is sent without approval.
How does it decide which reviewer to assign?
It reads the current workload from your Google Sheets tracker and proposes the reviewer with the most available capacity. You set the assignment logic and capacity thresholds in the settings.
What if a batch gets assigned inside Relativity before the run?
It checks live batch status in Relativity each morning, so any batch already assigned is skipped automatically. Only genuinely unassigned batches get a draft.
Related templates
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