Automated Retirement Plan Census Data Collection Chaser
Every Monday, WebRun opens ftwilliam.com, identifies plans whose annual census submission is past due, drafts a polite follow-up email for each plan sponsor in Gmail, and logs every chase to a Google Sheet for your review before any email is sent.
How can I automatically chase plan sponsors for missing census data?
WebRun opens ftwilliam.com every Monday, finds plans whose annual census submission is overdue, and drafts a polite follow-up email for each plan sponsor in Gmail. Every draft is queued for staff review before sending, and the full chase list is logged to a Google Sheet sorted by days overdue.
- Every overdue census plan gets a drafted follow-up ready for staff review each Monday
- No sponsor email sent without human approval
- Chase log in Google Sheets sorted by days overdue for easy prioritization
Built for retirement plan TPAs · 401(k) administrators · ERISA compliance teams · pension plan firms
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.ftwilliam.comin a real browser with your saved login - no setup, no API keys. -
1
ftwilliam.com - find plans with overdue census
ftwilliam.com
WebRun opens ftwilliam.com to find plans with overdue census. - Open ftwilliam.com and navigate to the compliance workflow list
- Filter to plans whose census data request has passed the expected submission date
- Capture the plan name, sponsor contact name, email address, and days overdue for each
Done when Every plan with an overdue census submission is listed with sponsor contact details.
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2
Gmail - draft follow-up email per sponsor
gmail.com
WebRun opens Gmail to draft follow-up email per sponsor. - Draft a polite, professional follow-up email for each plan sponsor
- Include the plan name, the original request date, and a clear call to action
- Leave every email as a draft in Gmail - do not send until a staff member reviews and approves
Done when A draft follow-up email is queued in Gmail for each overdue sponsor.
-
3
Google Sheets - log each chase for review
google.com
WebRun opens Google Sheets to log each chase for review. - Open the census chase tracker spreadsheet
- Add a row for each plan: plan name, sponsor, days overdue, draft status, and date logged
- Sort by days overdue so the most urgent plans sit at the top
Done when The tracker shows every pending chase with its draft status and days overdue.
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 emails to plan sponsors without my approval?
No. Every follow-up email is saved as a Gmail draft. A staff member must open, review, and send each one. Nothing goes to a sponsor automatically.
What if a sponsor already submitted their census data?
WebRun reads the current status in ftwilliam.com each run, so any plan whose census has been received is skipped and not drafted for chase.
Can I customize the follow-up email tone or template?
Yes. Give WebRun your preferred wording or a sample email and it will match your firm's voice and include the correct plan-specific details in each draft.
Related templates
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