Automated Consult Source Reporting
Every Monday morning, WebRun opens PatientNow, pulls all consult leads created in the past seven days, groups them by source channel such as website, Instagram, referral, or Google Ads, appends a weekly summary row to your marketing Google Sheet, and posts a formatted report to Slack so your team knows which channels are producing.
How do I automatically track which marketing channels drive cosmetic consult inquiries?
Every Monday, WebRun pulls last week's consult leads from PatientNow, counts them by source channel such as website, Instagram, or Google Ads, appends a summary row to your marketing Google Sheet, and posts a formatted consult-by-source report to Slack so your team knows which channels to invest in each week.
- Marketing team sees which channels drive consults every Monday morning
- Weekly source trend data accumulates automatically in Google Sheets
- Report contains only aggregate counts with no patient identifiers
Built for plastic surgery marketing teams · practice managers · cosmetic surgery owners · aesthetic clinic administrators
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.patientnow.comin a real browser with your saved login - no setup, no API keys. -
1
PatientNow - pull last week's consult leads by source
patientnow.com
WebRun opens PatientNow to pull last week's consult leads by source. - Open PatientNow and filter patient leads created in the last 7 days
- Group the leads by the lead source field such as Website, Instagram, Google Ads, Referral, or Walk-in
- Count leads per source and note total consults, booked consults, and conversion rate per channel where available
Done when Last week's consult leads are grouped and counted by source channel.
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2
Google Sheets - append weekly source breakdown row
google.com
WebRun opens Google Sheets to append weekly source breakdown row. - Open the consult source tracking Google Sheet
- Append one row for the week ending date with counts per source channel and total consults
- Update the trend chart data range so the weekly chart reflects the new data
Done when Weekly consult-by-source data is appended to the Google Sheet with updated totals.
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3
Slack - post consult-by-source report
slack.com
WebRun opens Slack to post consult-by-source report. - Post a formatted weekly consult source report to the marketing Slack channel
- List each source channel with its lead count, percentage of total, and week-over-week change
- Include a link to the full Google Sheet for trend history
Done when Marketing team has this week's consult-by-source breakdown 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
Does it share any patient data outside the practice?
No. The report contains only aggregate lead counts by channel with no patient names, contact details, or health information. It posts only to your internal Slack channel and your own Google Sheet.
What source channels does it track?
It reads whatever is recorded in the lead source field in PatientNow. Common values include Website, Instagram, Google Ads, Referral, and Walk-in. Any source your team logs will appear in the report.
Can it show conversion rates as well as lead counts?
Yes. If PatientNow has a booked status on leads, WebRun can calculate and include a booked-to-inquiry conversion rate per channel. Enable this in the setup configuration.
Related templates
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