Automated Training Request Clarifications
When a new training request lands in Cognota, WebRun reads the intake form, checks for missing essentials like target audience, deadline, delivery format, and business goal, and drafts a polite clarifying reply in Gmail that lists exactly what it needs, leaving the email unsent for you to approve.
How do I automatically follow up on incomplete training requests?
WebRun reads each new Cognota training request the moment it is submitted, checks for missing essentials like audience, deadline, format, and business goal, and drafts a friendly clarifying reply in Gmail listing exactly what it needs. It leaves every message unsent for you to review and send, so no requester hears from you unapproved.
- Vague requests get a specific clarifying ask within minutes of submission
- Every reply waits as a draft for your approval before it reaches a stakeholder
- Intake queues stop stalling on requests that are missing key details
Built for L&D managers · instructional designers · training coordinators · learning operations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.cognota.comin a real browser with your saved login - no setup, no API keys. -
1
Cognota - read the new training request
cognota.com
WebRun opens Cognota to read the new training request. - Open Cognota and go to the new training request in the intake queue
- Read the submitted fields: audience, deadline, delivery format, business goal, and success measure
- List which required fields are blank, vague, or contradictory
- Capture the requester name and email from the request record
Done when Every gap in the new request is identified with the requester's contact on file.
-
2
Gmail - draft a clarifying reply for review
gmail.com
WebRun opens Gmail to draft a clarifying reply for review. - Draft a friendly, on-brand reply to the requester in Gmail
- Ask only for the specific details that are missing, as a short numbered list
- Thank them for the request and set a clear next step once they reply
- Save the message as a Gmail draft and leave it unsent for you to review and send
Done when A clarifying reply is drafted in Gmail for every incomplete request, awaiting your approval.
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 email the requester without me?
No. Every clarifying reply is saved as a Gmail draft and left unsent. You read it, adjust the tone if you like, and send it yourself, so nothing goes to a stakeholder on its own.
How does it know what counts as missing?
It checks each request against the essentials your intake needs: audience, deadline, delivery format, business goal, and success measure. Any field left blank or vague becomes a numbered ask in the draft.
What if the request is already complete?
It skips complete requests entirely. A draft is only created when a required detail is missing, so you are not nudged to chase people who already gave you everything.
Related templates
Put this on autopilot.
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