Automated Scratchpad Pipeline Hygiene Checks
Every Monday, WebRun opens Scratchpad, checks every open deal for a missing close date, missing next step, or a stage that hasn't been touched recently, books a short pipeline review slot on the rep's Google Calendar if gaps are found, and alerts the manager in Microsoft Teams when a rep's overall hygiene score looks weak.
How do I catch pipeline hygiene gaps before a forecast call?
WebRun checks every open Scratchpad deal every Monday for a missing close date, missing next step, or a stage untouched for over a week, and calculates each rep's share of gaps. It books a pipeline review slot for reps with multiple gaps and alerts the manager in Microsoft Teams, so hygiene issues surface before the forecast call.
- Hygiene gaps get caught every Monday, not discovered on the forecast call
- Reps with multiple gaps get review time booked automatically
- Only reps crossing the threshold get flagged to the manager
Built for sales managers · revenue operations · Salesforce-using sales teams · B2B sales teams
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.scratchpad.comin a real browser with your saved login - no setup, no API keys. -
1
Scratchpad - check deals for missing hygiene fields
scratchpad.com
WebRun opens Scratchpad to check deals for missing hygiene fields. - Open Scratchpad and pull every open deal's close date, next step, and last update
- Flag any deal missing a close date, missing a next step, or untouched in over a week
- Calculate each rep's share of deals with a gap
Done when Every open deal is checked and hygiene gaps are flagged per rep.
-
2
Google Calendar - book a pipeline review slot
calendar.google.com
WebRun opens Google Calendar to book a pipeline review slot. - Book a short pipeline review slot on the calendar for any rep with 3 or more flagged deals
- Title it with the rep's name and gap count
Done when Every rep with multiple gaps has a review slot booked.
-
3
Microsoft Teams - alert the manager on weak hygiene
microsoft.com
WebRun opens Microsoft Teams to alert the manager on weak hygiene. - Message the sales manager naming any rep whose hygiene score looks weak
- Include the gap count and the review slot already booked
Done when The manager has a Teams alert for every rep with weak pipeline hygiene.
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 fill in the missing close dates or next steps itself?
No. WebRun only flags what's missing and books time to fix it. Filling in a close date or next step is left to the deal owner.
What counts as a hygiene gap?
A missing close date, a missing next step, or a deal that hasn't been updated in over a week. These can be tuned to match how your team defines a healthy deal.
Does every rep get flagged to the manager?
No, only reps whose gap count crosses the threshold you set. Reps with clean pipelines aren't called out.
Related templates
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