Automated MSP Monthly Client Reports
On the first working Monday of each month, WebRun pulls each client's ticket volume, SLA performance, and open items from ConnectWise, formats the data into a Google Sheet, drafts a professional monthly report email in Gmail, and posts your account team a summary in Slack.
How do I automatically generate monthly client reports for my MSP?
On the first Monday of each month, WebRun pulls each client's ticket volume, SLA performance, and open items from ConnectWise, formats the data in Google Sheets, and drafts a professional monthly report email in Gmail for the account manager to review and send. A Slack summary flags any SLA outliers for attention.
- Every client receives a polished monthly report without hours of manual data pulling
- Account managers spot SLA outliers before clients raise concerns
- Consistent, professional reporting builds trust and supports contract renewals
Built for managed service providers · MSP account managers · IT service businesses · vCIO 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
home.connectwise.comin a real browser with your saved login - no setup, no API keys. -
1
ConnectWise - pull monthly ticket and SLA data
connectwise.com
WebRun opens ConnectWise to pull monthly ticket and SLA data. - Open ConnectWise Manage and pull last month's data for each active managed-services client
- Collect: total tickets opened and closed, average resolution time, SLA compliance percentage, and open items carried over
- Note any recurring issue categories and any tickets that breached SLA
- Capture agreement health: any changes, additions, or upcoming expirations
Done when Last month's ticket counts, SLA metrics, and agreement status are collected for every active client.
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2
Google Sheets - format data into a monthly report
google.com
WebRun opens Google Sheets to format data into a monthly report. - Open the monthly report Google Sheet template
- Populate each client's tab with their ticket volume, SLA compliance rate, resolution time, and open items
- Flag any client whose SLA compliance fell below 95% last month
- Save the sheet and generate a shareable summary view for each client
Done when Every client has an up-to-date monthly data tab in the Google Sheet.
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3
Gmail - draft the client report email
gmail.com
WebRun opens Gmail to draft the client report email. - Draft a professional monthly report email for each client using their data from the Sheet
- Include a plain-language summary: tickets resolved, SLA performance, and one recommendation for next month
- Attach or link to the client's Google Sheet summary
- Leave every draft unsent for the account manager to review, personalize, and send
Done when A ready-to-review monthly report email draft exists in Gmail for every active client.
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4
Slack - post the reporting summary to the team
slack.com
WebRun opens Slack to post the reporting summary to the team. - Post a summary to the account management Slack channel listing all clients processed
- Flag any client with SLA compliance below 95% so the account manager can add context
- Include a link to the master Google Sheet for the team's reference
Done when The account team has a reporting summary and flagged accounts 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 monthly reports to clients without my review?
No. Every report email is drafted in Gmail and left for the account manager to review, personalize, and send. No client receives a report without a human approving it first.
What data does the report include?
It pulls from ConnectWise: total tickets opened and closed, average resolution time, SLA compliance percentage, open items carried over, and any recurring issue categories from last month.
Can it handle different report formats for different client tiers?
Yes. You can configure a separate Google Sheet template per client tier during setup, so premium clients receive a more detailed report than standard-tier clients.
Related templates
Put this on autopilot.
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