Never miss a client's birthday or anniversary
Every morning, WebRun opens Redtail Technology to find client birthdays and relationship anniversaries coming up in the next 7 days, drafts a short personal note in Gmail for each, and sends you a Telegram ping so you can add a personal line and send it.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I remember every client's birthday and anniversary without a spreadsheet?
WebRun checks Redtail Technology every morning for client birthdays and relationship anniversaries coming up in the next 7 days. It drafts a short, warm note in Gmail for each one with space for your personal touch, then pings you on Telegram so nothing gets missed, and you review, personalize, and send every note yourself.
- No client birthday or anniversary goes unnoticed
- A personal note draft is ready before the date arrives, every week
- You add the personal touch, WebRun does the remembering
Built for Registered Investment Advisors · financial planners · client service associates · wealth management 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.redtailtechnology.comin a real browser with your saved login - no setup, no API keys. -
1
Redtail Technology - find upcoming birthdays and anniversaries
redtailtechnology.com How to Automate Redtail Technology
WebRun opens Redtail Technology to find upcoming birthdays and anniversaries. - Open Redtail Technology and check contact records for birthdays and relationship start dates
- List everyone with a birthday or anniversary in the next 7 days
- Note the household and the assigned advisor for each
Done when Everyone with an upcoming birthday or anniversary this week is listed.
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2
Gmail - draft a personal note
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a personal note. - Draft a short, warm note for each client naming the occasion
- Leave a blank line for you to add a personal detail
- Save every note as a draft, never send one automatically
Done when A draft note is waiting in Gmail for every upcoming birthday and anniversary.
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3
Telegram - ping you to review
telegram.org How to Automate Telegram
WebRun opens Telegram to ping you to review. - Send you a same day ping listing who has a note waiting
- Include the occasion and the client's name in the ping
- Remind you the draft still needs your personal line before it sends
Done when You have a Telegram ping for every draft waiting on your review.
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 the note to my client automatically?
No. WebRun drafts the note and leaves a blank line for your personal touch. You review, personalize, and send every note yourself.
How far in advance does it flag a date?
It checks 7 days ahead each morning, so you have time to add a personal detail before the birthday or anniversary actually arrives.
What dates does it track?
Birthdays and relationship anniversaries already on file in each client's Redtail Technology contact record. Add or update a date there and it is picked up the next morning.
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