Turn every new member signup into an onboarding brief
When a new member joins, WebRun opens LongevityEHR, reads their intake profile, stated goals, and any biomarker panel already on file, checks Calendly to confirm their first concierge visit is booked, and posts your care team a Slack summary so the provider walks into the first visit already knowing the member.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I brief my care team automatically when a new longevity clinic member joins?
When a new member joins, WebRun opens LongevityEHR to read their intake, stated goals, and membership tier, checks Calendly to confirm their first concierge visit is booked, and posts a Slack brief to your care team naming the assigned provider. Every new member gets a prepared provider from their very first visit instead of a blank chart on day one.
- Providers walk into a new member's first visit already knowing their goals and history
- Missing first visits get flagged before a new member's momentum fades
- Every new signup gets the same consistent, complete onboarding brief
Built for longevity clinics · concierge medicine practices · care coordinators · clinic providers
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.longevityehr.comin a real browser with your saved login - no setup, no API keys. -
1
LongevityEHR - read the new member's intake and goals
longevityehr.com How to Automate LongevityEHR
WebRun opens LongevityEHR to read the new member's intake and goals. - Open LongevityEHR and pull the new member's intake form, stated goals, and any biomarker panel already on file
- Note their membership tier and any health history flagged at intake
- Identify which provider is assigned to the member
Done when The new member's intake, goals, and tier have been captured.
-
2
Calendly - confirm their first visit is booked
calendly.com How to Automate Calendly
WebRun opens Calendly to confirm their first visit is booked. - Check Calendly for the member's first concierge visit
- Confirm a visit is booked and note the date and provider
- Flag the member if no first visit has been booked yet
Done when The member's first visit status is confirmed as booked or flagged as missing.
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3
Slack - brief the care team
slack.com How to Automate Slack
WebRun opens Slack to brief the care team. - Post an onboarding brief to the care team channel with the member's goals, tier, and assigned provider
- Include the first visit date, or a flag if it still needs to be booked
- Tag the assigned provider so they see the brief before the visit
Done when The care team has a complete onboarding brief in Slack for the new member.
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
Does this contact the new member directly?
No. The brief goes only to your internal care team in Slack so the assigned provider is prepared. WebRun does not email or message the new member itself.
What happens if the member has not booked their first visit yet?
The onboarding brief flags it clearly so your team can follow up and get the visit on the calendar before the member's momentum fades.
What does the brief include?
The member's stated goals, membership tier, any biomarker panel already on file, the assigned provider, and the status of their first concierge visit.
Related templates
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