Automated Follow Up Boss Appointment Reminders
Every afternoon, WebRun opens Follow Up Boss, pulls every appointment scheduled for tomorrow, queues a personalised reminder text in Twilio for each client to approve, and posts each agent their run sheet in Microsoft Teams.
How do I send appointment reminders from my CRM automatically?
WebRun reads tomorrow's Follow Up Boss appointments every afternoon and drafts a reminder text for each client in Twilio, queued for a person to approve rather than sent. It then posts every agent their run sheet in Microsoft Teams, grouped by agent and ordered by start time.
- Every client gets a reminder the day before, not the morning of
- No text leaves without a human approving it first
- Agents open Teams to a ready run sheet ordered by time
Built for real estate agents · brokerages · team leads · transaction coordinators
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.followupboss.comin a real browser with your saved login - no setup, no API keys. -
1
Follow Up Boss - pull tomorrow's appointments
followupboss.com
WebRun opens Follow Up Boss to pull tomorrow's appointments. - Open Follow Up Boss and go to the calendar
- List every appointment scheduled for tomorrow with its type, time, and assigned agent
- Open each linked contact to capture the mobile number and the property or topic
- Skip appointments already marked cancelled or completed
Done when Every appointment for tomorrow is listed with a contact, a number, and an agent.
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2
Twilio - queue the reminder texts
twilio.com
WebRun opens Twilio to queue the reminder texts. - Open Twilio and prepare one reminder message per client with the time, place, and agent name
- Queue every message for review rather than sending it
- Leave the queue for the agent or office manager to approve and release
- Hold back any contact with no mobile number or a do-not-text flag and list them separately
Done when A reminder text is queued and waiting for approval for every appointment.
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3
Microsoft Teams - post each agent's run sheet
microsoft.com
WebRun opens Microsoft Teams to post each agent's run sheet. - Post tomorrow's run sheet to the agent channel in Microsoft Teams
- Group appointments by agent and order them by start time
- Flag the clients who could not be texted so someone calls them instead
Done when Every agent has tomorrow's schedule and the unreachable list in Teams.
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 text my clients without me?
No. Every reminder is queued in Twilio and left unsent until a person approves it. WebRun writes the message and lines it up. Releasing it is always a human decision, so nothing reaches a client on its own.
What does the reminder actually say?
A short confirmation with the appointment time, the address or topic, and the agent's name. Give WebRun one example message and it matches your wording and sign-off on every run.
What happens if an appointment gets cancelled after the run?
The next afternoon run reads the live Follow Up Boss calendar again, so a cancelled appointment drops out and its queued message can be discarded before anyone approves it.
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