Give your CSMs a weekly customer health briefing
Every Monday, WebRun reads each CSM's account portfolio in HubSpot, cross-references recent Zendesk ticket activity, and posts a personalised weekly health briefing to each CSM in Slack - flagging accounts that need a touchpoint, a renewal conversation, or urgent support follow-up.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically give my CSMs a weekly customer health briefing?
Every Monday, WebRun reads each CSM's account portfolio in HubSpot, cross-references recent Zendesk ticket activity, and posts a personalised weekly health briefing to each CSM in Slack - flagging which accounts need a touchpoint, a renewal conversation, or urgent support follow-up this week.
- Every CSM gets a personalised briefing every Monday morning
- Renewals, at-risk accounts, and support needs flagged in one Slack message
- No manual portfolio review required across HubSpot and Zendesk
Built for customer success managers · SaaS companies · account management teams · subscription businesses
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.hubspot.comin a real browser with your saved login - no setup, no API keys. -
1
HubSpot - read each CSM's account health and renewals
hubspot.com How to Automate HubSpot
WebRun opens HubSpot to read each CSM's account health and renewals. - Open the Companies view filtered by each CSM's owner field
- For each account, read: health score, renewal date, last touchpoint date, and contract value
- Flag accounts with health score below 50, renewal within 60 days, or no touchpoint in 30 days
Done when Each CSM's portfolio is reviewed and flagged accounts are identified.
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2
Zendesk - check open and recent ticket load per account
zendesk.com How to Automate Zendesk
WebRun opens Zendesk to check open and recent ticket load per account. - Search for open tickets from each flagged account
- Note the count of open tickets and any Urgent or Escalated tags
- Add a 'High support load' flag to accounts with more than 2 open tickets
Done when Support context is added to each flagged account's risk profile.
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3
Slack - deliver the personalised weekly health briefing
slack.com How to Automate Slack
WebRun opens Slack to deliver the personalised weekly health briefing. - Send each CSM a personal Slack DM with their weekly briefing: total accounts, flagged account list with risk reason, and recommended actions (call, email check-in, renewal discussion)
- Sort the list with the highest-risk accounts first
- Include HubSpot links to each flagged account for one-click access
Done when Every CSM has received their personal weekly briefing in Slack before their Monday stand-up.
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 each CSM only see their own accounts?
Yes - WebRun filters by the HubSpot owner field, so each CSM's briefing contains only the accounts assigned to them.
What if a CSM's portfolio changes mid-week?
The following Monday's run will pick up the updated ownership from HubSpot automatically - no manual config needed.
Can a CSM manager get a rolled-up view of the whole team?
Yes - add the manager as a recipient and WebRun will produce a combined briefing of all accounts across the team, still sorted by risk score.
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