Automated RightCapital Plan Update Follow-Ups
Every Monday, WebRun opens RightCapital, finds clients whose plan data has not been refreshed in over six months, drafts a personalized follow-up email for each, saves it as a Gmail draft for advisor approval, and logs every outreach in Airtable for pipeline tracking.
How do I automatically follow up with clients whose financial plans are out of date?
WebRun checks RightCapital every Monday for clients whose financial plan has not been updated in over six months, drafts a personalized follow-up email in Gmail for each, and logs every outreach in Airtable. Advisors review and send the drafts, keeping every client plan current without manual list management.
- Every client's financial plan is flagged for a refresh before it goes stale beyond six months
- Advisors have personalized draft emails ready each Monday without writing a single one manually
- The Airtable pipeline gives the whole team visibility into outreach status
Built for financial advisors · RIAs · wealth management firms · financial planning teams
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.rightcapital.comin a real browser with your saved login - no setup, no API keys. -
1
RightCapital - identify clients with stale plan data
rightcapital.com
WebRun opens RightCapital to identify clients with stale plan data. - Open RightCapital and review the client list sorted by last plan update date
- Flag every client whose plan has not been updated in 180 days or more
- Capture each client's name, advisor, last update date, and key planning areas (retirement, tax, estate)
Done when Every client with a plan stale beyond six months is listed with their advisor and planning context.
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2
Gmail - draft personalized plan-refresh follow-up emails
gmail.com
WebRun opens Gmail to draft personalized plan-refresh follow-up emails. - Draft a personalized email for each client noting that their plan is due for a refresh
- Reference the specific planning areas that may need updating based on their RightCapital profile
- Leave each email as a Gmail draft for advisor review. Never send client emails automatically
Done when A ready-to-send Gmail draft exists for every client with a stale plan, pending advisor approval.
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3
Airtable - log outreach pipeline for advisor tracking
airtable.com
WebRun opens Airtable to log outreach pipeline for advisor tracking. - Open the plan-refresh outreach table in Airtable
- Add or update a row for each client with their name, advisor, last plan update, draft email status, and follow-up date
- Mark rows as Draft Ready so advisors know they have emails waiting in Gmail
Done when The Airtable pipeline reflects this week's stale-plan outreach queue with all draft statuses recorded.
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 WebRun send emails to clients on its own?
No. Every client email is saved as a Gmail draft and left unsent until the advisor reviews and approves it. Nothing goes to a client without a human in the loop.
How does it know which planning areas to mention in the draft?
WebRun reads each client's RightCapital profile to identify which planning modules are populated, such as retirement, tax, or estate planning, and references the relevant areas in the draft email.
What if the advisor already reached out to a client this week?
Advisors can update the Airtable row or the RightCapital plan date after a conversation. WebRun checks both sources next Monday and skips clients who have been recently contacted.
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