Automated Caregiver Birthday and Anniversary Recognition
Every morning, WebRun checks AxisCare for caregiver birthdays and work anniversaries occurring today or this week, drafts a warm personal recognition email in Gmail for the supervisor to review and send, and posts an internal Slack team shout-out for milestones the team wants to celebrate together.
How do I automatically recognize caregiver birthdays and work anniversaries to improve retention?
Every morning, WebRun checks AxisCare for caregiver birthdays today and work anniversaries this week. It drafts a personal recognition email in Gmail for the supervisor to review and send, and posts a warm internal Slack shout-out so the team can celebrate together. No email is sent without supervisor approval.
- No caregiver birthday or anniversary goes unrecognized
- Supervisors send personal messages in minutes instead of tracking dates manually
- Consistent recognition builds loyalty and reduces caregiver turnover
Built for home care agencies · HR coordinators · care supervisors · operations managers
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.axiscare.comin a real browser with your saved login - no setup, no API keys. -
1
AxisCare - find birthdays and work anniversaries
axiscare.com
WebRun opens AxisCare to find birthdays and work anniversaries. - Open AxisCare and check the caregiver list for birthdays occurring today
- Check for work anniversaries occurring this week, noting the milestone year
- Note the caregiver name, date, milestone type, and their supervisor's name for each
- Skip caregivers who are no longer active
Done when Every caregiver with a birthday today or anniversary this week is identified with their supervisor.
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2
Gmail - draft personal recognition message for review
gmail.com
WebRun opens Gmail to draft personal recognition message for review. - Draft a warm, personal recognition email for each caregiver, mentioning their name and the specific milestone
- For anniversaries, note how many years they have been with the agency
- Address the draft from the supervisor to the caregiver's email address on file in AxisCare
- Save every draft in Gmail for the supervisor to review, add a personal note, and send
- Do not send any recognition email automatically
Done when One Gmail draft recognition email exists per caregiver milestone, ready for supervisor review.
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3
Slack - post internal team celebration alert
slack.com
WebRun opens Slack to post internal team celebration alert. - Post an internal Slack message to the team channel celebrating each milestone
- For anniversaries, include the number of years and a brief congratulatory note
- Keep the tone warm and genuine, not corporate
- Post only to internal channels, never to public-facing ones
Done when The team channel has an internal celebration post for each caregiver milestone today.
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 send birthday or anniversary emails to caregivers automatically?
No. Every recognition email is drafted in Gmail and held for the supervisor to review, personalize, and send. The supervisor decides what to add and when to deliver the message.
Does it only track birthdays, or anniversaries too?
Both. It checks AxisCare each morning for birthdays occurring today and work anniversaries falling within the current week, so no milestone is missed even if the exact date falls on a weekend.
What if a caregiver has left the agency?
It only reads active caregivers in AxisCare, so former employees are not included. If a caregiver is marked inactive at any point, they are automatically skipped on future runs.
Related templates
Put this on autopilot.
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