All templates

Automated imo Customer Contact Logging

Every night, WebRun opens imo, reads the conversations that had activity today, writes a one-line topic for each, logs the contact, the topic, and the date in Airtable against that person's existing record, and posts the day's contact list to Slack.

Runs on WebRun · Strict Lockdown policy
Every night at 9:00 PM WebRunorchestrates each step
1 imo read today's conversations
2 Airtable log contact, topic, and date
3 Slack post the day's contact list
In short

How do I keep a log of every customer who messages me on chat?

WebRun opens imo every night, reads the conversations that had activity today, and writes a one-line topic for each. It logs the contact, the topic, and the date against that person's record in Airtable, then posts the day's contact list to Slack, so a repeat customer is recognised months later.

  • Every conversation is on record without anyone typing it up
  • Repeat customers are recognised months later
  • First-time contacts are separated out each night

Built for small business owners · local service providers · customer support teams · sales desks

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 web.imo.im in a real browser with your saved login - no setup, no API keys.

  2. 1
    imo - read today's conversations
    imo.im
    WebRun in imo: read today's conversations
    WebRun opens imo to read today's conversations.
    • Open imo and list the conversations with messages received today
    • For each one, note the contact, the time of the first message, and whether it was a chat or a call
    • Summarise what the person wanted in a single line, without copying the full message history

    Done when Every conversation with activity today has a contact and a one-line topic.

  3. 2
    Airtable - log contact, topic, and date
    airtable.com
    WebRun in Airtable: log contact, topic, and date
    WebRun opens Airtable to log contact, topic, and date.
    • Match each contact to an existing row, or create one if this is the first time they wrote in
    • Add today's topic, date, and channel to that contact's history
    • Mark first-time contacts so new customers stand out from repeats

    Done when Every conversation is logged against a contact record in Airtable.

  4. 3
    Slack - post the day's contact list
    slack.com
    WebRun in Slack: post the day's contact list
    WebRun opens Slack to post the day's contact list.
    • Post the day's contacts to your internal channel with each topic in a line
    • Separate first-time contacts from people who have written before
    • Give the count of conversations and how many are still unanswered

    Done when The team has today's contact list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
web.imo.im
ScheduleRuns automatically on this cadence
Every night at 9:00 PM
DeliveryHow each run's result reaches you
Contact log · Slack
OutputWhat each run produces - A nightly list of who got in touch and what about, logged against each contact's running history.
Text
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

Will it reply to anyone in imo?

No. WebRun only reads conversations and writes the record. It never sends a message, joins a group, or marks a chat as read on your behalf, so no customer hears from it.

Does it copy the whole conversation?

No. It writes a one-line topic per conversation along with the contact, date, and channel. The message text stays in imo rather than being duplicated into Airtable.

Will a repeat customer get a second record?

No. WebRun matches each conversation to the existing contact row and appends today's topic to that person's history, so months later you can see everything they ever asked about.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.