Automated MSP Software License Renewal Reminders
Every Monday, WebRun opens Syncro, finds all client software licenses expiring in the next 60 days, drafts a renewal proposal email for each client in Gmail, and posts your account team a ranked renewal pipeline in Slack.
How do I automate software license renewal reminders for MSP clients?
Every Monday, WebRun scans Syncro for client software licenses expiring within 60 days, groups them by client, and drafts a renewal proposal email in Gmail for the account manager to review and send. It then posts your team a ranked renewal pipeline in Slack with urgency flags for licenses inside 14 days.
- No client software license expires without a timely renewal conversation
- Account managers see a ranked renewal pipeline every Monday without manual Syncro searches
- Renewal proposals are drafted and ready to send in seconds, not written from scratch
Built for managed service providers · MSP account managers · IT service businesses · software asset managers
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.syncromsp.comin a real browser with your saved login - no setup, no API keys. -
1
Syncro - find expiring software licenses
syncromsp.com
WebRun opens Syncro to find expiring software licenses. - Open Syncro and navigate to the Assets section
- Filter for software license assets with an expiry date in the next 60 days across all clients
- Capture the client name, software name, license count, expiry date, and current annual cost for each
- Group licenses by client so proposals cover all of a client's renewals in one email
- Skip any license already flagged as renewal-in-progress
Done when Every expiring software license is listed and grouped by client with its cost and expiry details.
-
2
Gmail - draft renewal proposals
gmail.com
WebRun opens Gmail to draft renewal proposals. - Draft a professional renewal proposal for each client listing all their expiring licenses
- Include the license name, current count, expiry date, and a renewal quote or request-for-quote note
- Leave every draft unsent in the account manager's Drafts folder for review before sending
Done when A ready-to-review renewal proposal draft exists in Gmail for every client with expiring licenses.
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3
Slack - post the renewal pipeline
slack.com
WebRun opens Slack to post the renewal pipeline. - Post this week's license renewal pipeline to the account management Slack channel
- Sort by earliest expiry date first
- Flag any license expiring within 14 days as urgent
- Include the client name, software names, combined value, and assigned account manager
Done when The account team has this week's license renewal pipeline in Slack.
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 send renewal proposals to clients without my review?
No. Every renewal proposal is drafted in Gmail and left in the account manager's Drafts folder. Nothing goes to a client until a human reviews and sends it.
Can it handle clients with licenses in multiple products?
Yes. It groups all expiring licenses for a single client into one combined proposal, so the client receives a single clear renewal email rather than separate messages for each product.
What if a license was already renewed since the last run?
It reads the live expiry date in Syncro each Monday, so any license renewed since last week is automatically skipped from the pipeline.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.