All templates

Automated Roam Daily Note TODO Rollover

Every morning, WebRun opens your Roam Research graph, walks the recent daily notes for TODOs still unchecked, writes them into today's daily note under a carried-over heading with a link back to where each came from, creates a Trello card for anything older than your threshold, and refreshes a Notion overview of what is outstanding.

Runs on WebRun · Strict Lockdown policy
Every day at 7:00 AM WebRunorchestrates each step
1 Roam Research gather unfinished TODOs
2 Trello card the overdue ones
3 Notion refresh the overview
In short

How do I carry unfinished Roam TODOs into today's daily note?

WebRun opens your Roam Research graph every morning, finds the TODOs left unchecked in recent daily notes, and writes them into today's daily note with a link back to each source. It cards long-carried items in Trello and refreshes a Notion overview, so nothing quietly rolls forward forever.

  • Today's note opens already listing what is outstanding
  • Tasks carried more than a week get escalated to a board
  • The completed and carried counts build into a visible trend

Built for researchers · writers · consultants · knowledge workers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens roamresearch.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Roam Research - gather unfinished TODOs
    roamresearch.com
    WebRun in Roam Research: gather unfinished TODOs
    WebRun opens Roam Research to gather unfinished TODOs.
    • Open Roam Research and load your daily notes from the last few weeks
    • Find every TODO block still unchecked and note the date it was written
    • Write them into today's daily note under a carried-over heading, oldest first
    • Link each carried item back to its original block so context is one click away

    Done when Today's daily note lists every unchecked TODO with a link to its source.

  3. 2
    Trello - card the overdue ones
    trello.com
    WebRun in Trello: card the overdue ones
    WebRun opens Trello to card the overdue ones.
    • Create a Trello card for any TODO that has been carried over longer than your threshold, for example seven days
    • Title it with the task text and add the original date in the description
    • Put the oldest carried items at the top of the list
    • Skip items already carded and close cards for TODOs that have since been checked off

    Done when Every long-carried TODO has one open Trello card.

  4. 3
    Notion - refresh the overview
    notion.so
    WebRun in Notion: refresh the overview
    WebRun opens Notion to refresh the overview.
    • Update your outstanding-work page in Notion with today's counts
    • Show how many TODOs are open, how many are new since yesterday, and how many were completed
    • List the five oldest carried items so the stubborn ones stay visible
    • Keep a dated row per day so the trend over a month is readable

    Done when The Notion overview reflects today's outstanding work.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
roamresearch.com
ScheduleRuns automatically on this cadence
Every day at 7:00 AM
DeliveryHow each run's result reaches you
Carried-over TODO list · Notion
OutputWhat each run produces - Today's Roam daily note prefilled with every unchecked TODO and a link to its source, plus Trello cards for long-carried items and a dated Notion overview.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it delete or edit my original notes?

No. WebRun never deletes a block or rewrites an old note. It adds a carried-over section to today's daily note and links back to the original, so your graph keeps its full history intact.

Does anything leave my workspace?

No. Everything stays inside your own Roam graph, your own Trello board, and your own Notion page. Nothing is emailed, posted publicly, or shared with anyone outside your workspace.

How far back does it look for TODOs?

As far as you tell it, commonly the last two to four weeks of daily notes. Anything carried longer than your threshold also gets a Trello card so it stops quietly rolling forward.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.