Automated RIA Client Review Meeting Reminders
Every morning, WebRun opens Redtail Technology to find clients due for their next review, checks Google Calendar for the confirmed meeting time, and drafts a short reminder email in Gmail for you to review and send.
How do I remind clients before their review meeting without forgetting anyone?
WebRun checks Redtail Technology every morning for clients due for a review meeting, confirms the time on Google Calendar, and drafts a short reminder in Gmail naming the date and format. You review and send each draft yourself, so no client is contacted without your approval, and no upcoming review meeting gets missed for lack of a reminder.
- No client review meeting gets missed for lack of a reminder
- Reminder drafts are ready in Gmail before you start your day
- Clients with no meeting booked yet are flagged, not silently skipped
Built for Registered Investment Advisors · wealth management firms · financial planners · advisor support staff
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 clients due for review
redtailtechnology.com
WebRun opens Redtail Technology to find clients due for review. - Open Redtail Technology and filter contacts to clients with a review due in the next 5 business days
- Capture each client's name, household, and preferred contact email
- Note the assigned advisor for each
Done when Every client due for review this week is listed with their details.
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2
Google Calendar - confirm the meeting time
calendar.google.com
WebRun opens Google Calendar to confirm the meeting time. - Look up the confirmed meeting time and location or video link for each client
- Flag any client with no meeting yet booked so you can schedule one
- Match the meeting to the right advisor's calendar
Done when Every listed client has a confirmed meeting time or a flag to book one.
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3
Gmail - draft a reminder for review
gmail.com
WebRun opens Gmail to draft a reminder for review. - Draft a short, friendly reminder naming the date, time, and format of the meeting
- Leave every reminder as a draft in your Gmail account for review
- Never send a reminder without you clicking send
Done when A reminder draft is waiting in Gmail for every client with a confirmed meeting.
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 email clients without me reviewing it first?
No. WebRun only drafts the reminder in Gmail. It never sends a message to a client on its own, you approve and send each one yourself.
What if a client has not booked a meeting yet?
It flags them separately instead of guessing a time, so you can reach out and get a meeting on the calendar before the reminder goes out.
How far ahead does it remind clients?
It checks for review meetings in the next 5 business days each morning, so you always have a fresh reminder ready with several days of lead time.
Related templates
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