Automated Optimal Workshop Results Tracking
Every Monday, WebRun opens Optimal Workshop, lists every study that finished collecting responses last week such as card sorts and tree tests, checks the Google Sheets research tracker for a matching row, adds any missing results, and drafts a Gmail summary of key findings for the product manager, leaving it unsent for review before it reaches anyone else.
How do I keep completed Optimal Workshop studies tracked and summarized?
WebRun checks Optimal Workshop every Monday for studies that finished collecting responses, reconciles them against your Google Sheets research tracker, and drafts a Gmail summary of key findings for the product manager. Completed research gets logged and surfaced weekly instead of sitting until someone remembers to check.
- Completed studies get logged the same week they finish
- Product managers get a drafted findings summary instead of raw data
- The research tracker always reflects what has actually run
Built for UX researchers · information architects · product managers · research ops 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
www.optimalworkshop.comin a real browser with your saved login - no setup, no API keys. -
1
Optimal Workshop - check completed studies
optimalworkshop.com
WebRun opens Optimal Workshop to check completed studies. - Open Optimal Workshop and list studies that finished collecting responses last week
- Note the study type and number of participants
- Record the top results, such as the most common groupings or paths
Done when Every study completed last week has been checked.
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2
Google Sheets - reconcile against the research tracker
google.com
WebRun opens Google Sheets to reconcile against the research tracker. - Check the Google Sheets research tracker for a matching row per study
- Add a row for any completed study missing from the tracker
- Note the completion date and participant count
Done when The research tracker has a row for each.
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3
Gmail - draft a findings summary email
gmail.com
WebRun opens Gmail to draft a findings summary email. - Draft a Gmail summary of key findings for the product manager
- Keep it to the top patterns, not a full data dump
- Leave the email unsent for review
Done when A findings summary draft exists in Gmail.
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 it analyze the results itself?
It reports the top level patterns Optimal Workshop already surfaces, such as common groupings or paths. Deeper analysis and interpretation stays with the researcher.
Will it email the product manager automatically?
No. Every summary is drafted in Gmail and left unsent, so the researcher can check it before the product manager receives it.
What if a study is still collecting responses?
It is not included yet. Only studies that finished collecting responses in the past week get reconciled and summarized.
Related templates
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