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For sales managers, account executives & consultancies

Wake up the deals nobody has touched

Every morning, WebRun opens Insightly, finds open opportunities with no logged activity inside your chase window, records each one in an Airtable ageing tracker with its value and owner, and writes a short follow-up brief per owner in Notion with the last thing that actually happened on each deal.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 Insightly find deals gone quiet
2 Airtable track how long each has aged
3 Notion write the owner's follow-up brief
Run a sample
In short

How do I find Insightly deals that have gone quiet?

WebRun opens Insightly every morning and finds open opportunities with no logged activity inside your chase window. It records each in an Airtable ageing tracker with value and owner, then writes a per-owner follow-up brief in Notion ranked by value, so quiet deals get worked before they go cold.

  • Quiet deals surface daily instead of at quarter end
  • Each rep opens Notion to their own value-ranked chase list
  • Ageing is tracked over time, so repeat offenders are visible

Built for sales managers · account executives · consultancies · professional services firms

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 insightly.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Insightly - find deals gone quiet
    insightly.com
    WebRun in Insightly: find deals gone quiet
    WebRun opens Insightly to find deals gone quiet.
    • Open Insightly and filter opportunities to open stages only
    • For each one, read the date of the last logged task, email, or note
    • Flag any deal with no activity inside your chase window, for example 14 days
    • Capture the value, the stage, the owner, and the last thing that happened

    Done when Every open opportunity has a days-since-activity number and a flag if it is over the window.

  3. 2
    Airtable - track how long each has aged
    airtable.com How to Automate Airtable
    WebRun in Airtable: track how long each has aged
    WebRun opens Airtable to track how long each has aged.
    • Open your pipeline hygiene base and add or update a row per stale opportunity
    • Record the deal name, value, stage, owner, days since activity, and last action
    • Update rows that already exist so the ageing count keeps climbing rather than resetting
    • Close out rows for deals that have since been touched or closed

    Done when The Airtable tracker shows today's ageing picture for every open deal.

  4. 3
    Notion - write the owner's follow-up brief
    notion.so How to Automate Notion
    WebRun in Notion: write the owner's follow-up brief
    WebRun opens Notion to write the owner's follow-up brief.
    • Create one Notion page per owner with their stale deals listed highest value first
    • Under each deal, note the stage, the days silent, and the last recorded interaction
    • Add a suggested next step drawn only from what is already in the Insightly record
    • Leave the brief internal. WebRun never contacts the customer

    Done when Every owner has a dated follow-up brief in Notion for their quiet deals.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
insightly.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Stale deal brief · Notion
OutputWhat each run produces - An Airtable row per stale Insightly opportunity with value, owner and days silent, plus a per-owner follow-up brief in Notion ranked by value.
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

Does it email the prospect?

No. WebRun never contacts a customer or prospect. It writes an internal Notion brief and an Airtable tracker for your own team, and the rep decides what to send and when.

Will it change anything in Insightly?

No. WebRun only reads opportunities and activity dates in Insightly. It does not move a stage, edit a field, or close a deal, so your CRM data stays exactly as your team left it.

How long is too long without activity?

You choose the window, commonly 14 or 30 days. WebRun measures from the last logged task, email, or note on each opportunity and flags anything past your number.

Put this on autopilot.

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