Automated CROSStrax Daily Case Status Digest
Every morning, WebRun opens CROSStrax, reads the current status, assigned investigator, and last-activity date for every active case, then posts a structured digest to your Slack operations channel so your whole team starts the day with a clear picture of the pipeline.
How do I get an automatic daily summary of all active PI cases?
Every morning, WebRun opens CROSStrax, reads the status, assignee, and last-activity date for every active case, and posts a structured digest to your Slack ops channel. Cases with no activity in five or more days are flagged so managers can spot stalled jobs at a glance and keep every investigation moving.
- Every investigator starts the day knowing exactly where each case stands
- Stalled cases are flagged before they become a client complaint
- Managers get a full pipeline snapshot without manually pulling reports
Built for PI agency managers · operations leads · multi-investigator firms · private investigation businesses
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
www.crosstrax.coin a real browser with your saved login - no setup, no API keys. -
1
CROSStrax - read all active case statuses
www.crosstrax.co
WebRun opens CROSStrax to read all active case statuses. - Open CROSStrax and filter cases to Active status
- For each case, capture the case number, client name, case type, assigned investigator, current status note, and date of last activity
- Sort the list by last-activity date, oldest first, so stalled cases surface at the top
Done when All active cases are listed with their status, assignee, and last-activity date, sorted oldest-first.
-
2
Slack - post the morning case digest
slack.com
WebRun opens Slack to post the morning case digest. - Post a morning digest to the ops Slack channel with one line per active case
- Flag any case with no activity in the past five days with a warning indicator
- Include a total active-case count at the top of the message
Done when The morning case digest is live in the Slack ops channel, with stalled cases flagged.
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 share any client information outside the team?
No. The digest posts only to your private Slack ops channel. No client data leaves your internal tools and no external party receives any information.
How does it define a stalled case?
By default it flags any active case with no recorded activity in the past five days. You can change this threshold when you configure the workflow to match your service standards.
Can I filter the digest by investigator or case type?
Yes. You can set filters when you set up the workflow so each investigator receives only their own cases, or you can send the full agency view to a manager channel.
Related templates
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