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Automated Groove Flow Reassignment Handoff

When a rep is marked out or a deal is reassigned, WebRun opens Groove, finds every active flow still running for that rep's accounts, creates a Trello handoff card for each one with the deal stage and where the flow left off, and texts the new owner on WhatsApp so nothing keeps running under an owner who is no longer working it.

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Runs on WebRun · Strict Lockdown policy
Runs when a rep is marked out or a deal is reassigned WebRunorchestrates each step
1 Groove find the rep's active flows
2 Trello create a handoff card for each flow
3 WhatsApp text the new owner
In short

How do I hand off active Groove flows when a rep is out?

When a rep is marked out or a deal is reassigned, WebRun opens Groove and finds every active flow still running against their accounts, noting the deal and where each flow left off. It creates a Trello handoff card for each one and texts the new owner on WhatsApp, so an active outreach flow never keeps running under someone no longer working it.

  • Active flows never keep running under the wrong owner
  • Every handoff is documented on a card, not a verbal note
  • The new owner gets a direct heads up instead of discovering it later

Built for sales operations · sales managers · enterprise sales teams · Salesforce users

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 app.groove.co in a real browser with your saved login - no setup, no API keys.

  2. 1
    Groove - find the rep's active flows
    groove.co
    WebRun in Groove: find the rep's active flows
    WebRun opens Groove to find the rep's active flows.
    • Open Groove and find every active flow tied to the departing rep
    • Note the deal, the flow step it is currently on, and its stage
    • Flag any flow that is close to its final step

    Done when Every active flow for the rep has been identified with its current step.

  3. 2
    Trello - create a handoff card for each flow
    trello.com
    WebRun in Trello: create a handoff card for each flow
    WebRun opens Trello to create a handoff card for each flow.
    • Create a card for each flow on the handoff board
    • Add the deal, flow step, and stage to the card description
    • Assign the card to the new owner once named

    Done when Every active flow has a tracked handoff card.

  4. 3
    WhatsApp - text the new owner
    whatsapp.com
    WebRun in WhatsApp: text the new owner
    WebRun opens WhatsApp to text the new owner.
    • Text the new owner with the number of flows being handed off
    • Include a link to the Trello board for the full detail
    • Ask them to confirm they have picked it up

    Done when The new owner has been texted about the handoff.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.groove.co
ScheduleRuns automatically on this cadence
Runs when a rep is marked out or a deal is reassigned
DeliveryHow each run's result reaches you
Handoff cards · Trello
OutputWhat each run produces - A Trello handoff card for every active flow being reassigned, plus a WhatsApp text to the new owner.
List
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

Does it stop or restart the flow itself?

No. WebRun only documents where each flow stands and hands it off. Pausing, reassigning, or restarting a flow in Groove is done by the new owner or a manager.

How does it decide which flows to hand off?

It reads which flows are actively running against the departing rep's accounts in Groove, so only genuinely active work gets handed off, not closed or already paused flows.

What if the new owner is not named yet?

The Trello cards are still created and left unassigned, so a manager can review the full list and assign owners before anything is missed.

Keep going

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