Automated Therap Guardian Update Drafts
At the start of every quarter, WebRun opens Therap, pulls each individual's goal progress, any incidents, and upcoming ISP or certification reviews, drafts a plain language update addressed to the guardian in Gmail, and posts your coordination team a Slack note once the quarter's drafts are ready for review.
How do I automatically draft quarterly guardian updates from Therap data?
WebRun pulls each individual's quarterly goal progress, closed incidents, and upcoming reviews from Therap, then drafts a plain language guardian update in Gmail for every individual on file. Every draft waits for your coordinator to review and send, so families hear from the program every quarter without staff writing each update from scratch.
- Every guardian hears from the program each quarter without a missed cycle
- Coordinators review a finished draft instead of writing every update from scratch
- No protected information reaches a guardian without a coordinator's review
Built for host home agencies · shared living coordinators · family and guardian relations staff · QIDPs
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
www.therapservices.netin a real browser with your saved login - no setup, no API keys. -
1
Therap - pull progress, incidents, and upcoming reviews
therapservices.net
WebRun opens Therap to pull progress, incidents, and upcoming reviews. - Open Therap and pull each individual's goal progress, logged incidents, and any upcoming ISP or certification review dates for the quarter
- Note anything the coordinator would want the guardian to know before the next scheduled contact
Done when A quarter of progress, incident, and review data is pulled for every individual with a guardian on file.
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2
Gmail - draft the guardian update
gmail.com
WebRun opens Gmail to draft the guardian update. - Draft a plain language quarterly update for each individual's guardian, covering goal progress, any incidents already closed out, and upcoming reviews
- Keep the language warm and free of clinical jargon or codes
- Save every draft unsent in Gmail. Do not send any update to a guardian automatically
Done when A Gmail draft with this quarter's update exists for every individual with a guardian on file.
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3
Slack - notify the team drafts are ready
slack.com
WebRun opens Slack to notify the team drafts are ready. - Post a note to the coordination team channel that this quarter's guardian update drafts are ready in Gmail
- Include the count of drafts prepared so the team can plan the review
Done when The coordination team is notified in Slack that this quarter's guardian drafts are ready.
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 updates to guardians without review?
No. Every guardian update is saved as a Gmail draft. Your coordinator reviews, edits if needed, and sends it. WebRun never emails a guardian on its own.
Does it include an incident that's still open?
It only summarizes incidents already closed out with a documented follow-up. Open incidents stay off the guardian draft until QA has finished the follow-up.
Can the tone or detail level be adjusted?
Yes. Give WebRun an example of the tone your team prefers, and it will match it, keeping the language plain and free of clinical jargon.
Related templates
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