Walk into pipeline review already prepared
Every Monday before your pipeline meeting, WebRun opens Freshsales, reads open deals by stage, owner and close date, builds a review pack page in Notion showing what moved, what slipped and what is at risk, and texts the sales lead the three headline numbers.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I prepare a weekly sales pipeline review from Freshsales?
WebRun opens Freshsales every Monday, reads every open deal with its stage, owner and close date, and compares it against last week. It publishes a Notion review pack covering what moved, what slipped and what has stalled, then texts the sales lead the headline numbers ahead of the meeting.
- Pipeline review starts with a written pack instead of a live CRM scroll
- Slipped close dates are named every week rather than discovered at quarter end
- Deals with no activity in 14 days get surfaced before they go cold
Built for sales managers · revenue operations · B2B sales teams · startup founders
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
freshsales.ioin a real browser with your saved login - no setup, no API keys. -
1
Freshsales - read the open pipeline
freshsales.io
WebRun opens Freshsales to read the open pipeline. - Sign in to Freshsales and open your deals pipeline view
- Capture every open deal with its stage, owner, value, and expected close date
- Compare each deal to last week: note stage changes, value changes, and pushed close dates
- Flag deals with no activity logged in the last 14 days
- Total the pipeline by stage and by owner
Done when Every open deal is captured with its movement since last week.
-
2
Notion - write the review pack
notion.so How to Automate Notion
WebRun opens Notion to write the review pack. - Create this week's review pack page in your sales Notion space
- Open with the totals: pipeline by stage, deals closing this month, and week over week change
- Add a moved section, a slipped section, and a stalled section, each listing deals with owner and value
- Add a per-rep table so every owner can see their own book at a glance
- Link the page from your pipeline review database so it is one click from the meeting
Done when This week's review pack is published in Notion before the meeting.
-
3
Twilio - text the headline numbers
twilio.com How to Automate Twilio
WebRun opens Twilio to text the headline numbers. - Open Twilio and prepare a short internal text for the sales lead
- Include total open pipeline, the value that slipped, and the count of stalled deals
- Add the link to the Notion pack
- Send only to the internal recipients on your list. Any message to a customer is left as a draft for a human
Done when The sales lead has the headline numbers and the pack link before the meeting.
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
Does it change anything in my CRM?
No. WebRun only reads Freshsales. Stages, values, and close dates are never edited by the run, so the pack reflects exactly what your reps entered.
Will it message customers?
No. The only text goes to the internal recipients you list, and anything customer facing is left as a draft for a human to approve before it sends.
How does it know what slipped?
It compares this week's close dates and stages against the snapshot it captured last week, so a pushed date or a stage that went backwards shows up in the slipped section.
Related templates
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