Automated LongevityEHR Renewal Reminder Drafts
Every Monday, WebRun opens LongevityEHR, finds every member whose membership tier renews within 14 days, drafts a personalized renewal reminder in Gmail referencing their tier and benefits, leaves each draft unsent for staff review, and posts a Slack list of who is renewing soon so nobody lapses by accident.
How do I remind longevity clinic members before their membership tier renews?
Every Monday, WebRun opens LongevityEHR, finds members whose tier renews within 14 days, and drafts a personalized reminder in Gmail naming their tier, benefits, and renewal date. Every draft is left unsent for staff review, and a Slack list ranks who is renewing soonest, so no membership lapses simply because nobody remembered to reach out in time.
- Every upcoming renewal gets a personalized draft instead of a generic mail merge
- Staff reviews and sends in seconds instead of writing each reminder from scratch
- No membership lapses simply because a renewal date was missed
Built for longevity clinics · concierge medicine practices · membership coordinators · clinic front desk teams
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.longevityehr.comin a real browser with your saved login - no setup, no API keys. -
1
LongevityEHR - find members renewing within 14 days
longevityehr.com
WebRun opens LongevityEHR to find members renewing within 14 days. - Open LongevityEHR and filter members whose tier renews in the next 14 days
- Capture each member's current tier, renewal date, and payment method on file
- Exclude anyone who already confirmed a renewal or requested to cancel
Done when Every member renewing within 14 days is listed with their tier and renewal date.
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2
Gmail - draft a personalized renewal reminder
gmail.com
WebRun opens Gmail to draft a personalized renewal reminder. - Draft a personalized renewal reminder for each member naming their current tier and its benefits
- Mention the renewal date and how to update payment details if needed
- Save every message as a draft and leave it unsent for staff to review
Done when A renewal reminder draft exists in Gmail for every member renewing within 14 days.
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3
Slack - list who is up for renewal
slack.com
WebRun opens Slack to list who is up for renewal. - Post the week's renewal list to the membership channel
- Sort by soonest renewal date first
- Note that reminder drafts are waiting in Gmail for review before sending
Done when Your team has this week's renewal list in Slack with drafts ready to review.
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 members get a renewal email without my approval?
No. Every renewal reminder is saved as a Gmail draft and left unsent. Your staff reviews and sends each one, so nothing reaches a member automatically.
How does it pick who needs a reminder?
It reads live renewal dates in LongevityEHR each Monday and lists anyone renewing within 14 days, skipping members who already confirmed or requested to cancel.
Can the reminder mention a member's specific tier and benefits?
Yes. WebRun drafts each reminder around that member's actual tier and benefits on file, so it reads as personal rather than a generic notice.
Related templates
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