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Automatic Post-Event Survey Dispatch Drafts

Every night, WebRun opens Planning Pod, finds events that wrapped up that day, pulls the attendee contact list, drafts the post-event survey email in Outlook with the event name and survey link filled in, and posts your team a Slack note that the drafts are ready to review and send the next morning.

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Runs on WebRun · Strict Lockdown policy
Every night at 9:00 PM WebRunorchestrates each step
1 Planning Pod find events that wrapped up today
2 Outlook draft the post-event survey email
3 Slack notify your team the drafts are ready
In short

How do I send post-event surveys before feedback goes cold?

WebRun checks Planning Pod every night for events that wrapped up that day, pulls the attendee list, and drafts the post-event survey email in Outlook with the event name and link filled in. It leaves every draft unsent and posts your team a Slack note that the surveys are ready, so feedback goes out while it is still fresh.

  • Survey drafts are ready the morning after every event
  • Feedback goes out while the experience is still fresh
  • No attendee survey is sent without a human review first

Built for event planning firms · conference organizers · corporate event teams · wedding and event planners

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app2.planningpod.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Planning Pod - find events that wrapped up today
    planningpod.com
    WebRun in Planning Pod: find events that wrapped up today
    WebRun opens Planning Pod to find events that wrapped up today.
    • Open Planning Pod and check for events marked completed as of today
    • Pull the attendee contact list for each completed event
    • Note the event name, date, and client contact for the survey

    Done when Every event completed today has its attendee list pulled.

  3. 2
    Outlook - draft the post-event survey email
    microsoft.com
    WebRun in Outlook: draft the post-event survey email
    WebRun opens Outlook to draft the post-event survey email.
    • Draft the post-event survey email with the event name and survey link filled in for each completed event
    • Personalize the greeting using the attendee or client name
    • Save each as a draft in Outlook. Leave every draft unsent for your review

    Done when A survey email draft is waiting in Outlook for every event completed today.

  4. 3
    Slack - notify your team the drafts are ready
    slack.com
    WebRun in Slack: notify your team the drafts are ready
    WebRun opens Slack to notify your team the drafts are ready.
    • Post a note to the team channel that survey drafts are ready for last night's events
    • List the event names and how many attendee drafts are waiting
    • Remind the team to send within 24 hours while feedback is fresh

    Done when Your team knows which survey drafts are ready to review and send.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app2.planningpod.com
ScheduleRuns automatically on this cadence
Every night at 9:00 PM
DeliveryHow each run's result reaches you
Survey drafts · Outlook
OutputWhat each run produces - A ready to send survey draft in Outlook per attendee and a Slack note listing which events are ready.
Drafts + alert
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the survey to attendees without me?

No. WebRun only drafts the survey email in Outlook and leaves it unsent. Someone on your team reviews and sends it, so no attendee gets an email you have not approved.

How soon after the event does it draft the survey?

It checks every night for events marked completed that day, so the drafts are waiting for you the next morning while feedback is still fresh.

What if an event's attendee list changes after the fact?

It pulls the attendee list from Planning Pod at the time it runs, so review the draft's recipient list before sending if late changes came in.

Keep going

Related templates

Automatic Attendee Count Confirmation Reminders
WebRun checks Planning Pod every morning for events within 10 days that still need a final headcount, drafts a reminder in Outlook asking the client to confirm, and logs who still owes a number to Google Sheets.
Planning Pod›Outlook›Google Sheets
Planning Pod Automated Event Budget Reports
WebRun compares actual spend against the budget in Planning Pod every Monday, flags any event running over on a line item, and posts a variance report to Slack and a tracking sheet in Google Sheets.
Planning Pod›Google Sheets›Slack
Planning Pod Automated Event Invoice Reminders
WebRun checks invoice status in Planning Pod every Monday, drafts a polite payment reminder in Outlook for each overdue client, and posts your team a Slack list of who still owes a balance.
Planning Pod›Outlook›Slack

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