Automated Security Client Post-Order Update Emails
Every morning, WebRun checks TrackTik for any post orders or site coverage details updated since the last run, drafts a professional update email for each affected client, and notifies your account management team in Slack so every change reaches the client promptly and nothing falls through the cracks.
How do I automatically draft client updates when post orders or coverage changes in my security business?
Every morning, WebRun scans TrackTik for post-order and coverage changes made in the last 24 hours, drafts a professional update email for each affected client grouped by account, and notifies account managers in Slack with a list of drafts to review and send before the business day starts.
- Every post-order change results in a draft client email the same morning
- Account managers spend seconds approving instead of minutes writing
- Clients receive professional, timely updates without any manual effort
Built for security account managers · private security companies · contract security firms · site security supervisors
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.tracktik.comin a real browser with your saved login - no setup, no API keys. -
1
TrackTik - detect post-order and coverage changes
tracktik.com
WebRun opens TrackTik to detect post-order and coverage changes. - Open TrackTik and review site and post-order records updated in the last 24 hours
- For each change, capture: the site name, client contact, what changed, and the effective date
- Group changes by client so each client gets one consolidated update rather than multiple emails
Done when All post-order and coverage changes from the last 24 hours are collected and grouped by client.
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2
Gmail - draft client update email for each affected site
gmail.com
WebRun opens Gmail to draft client update email for each affected site. - Draft a professional update email for each affected client summarising the changes at their site
- Include the effective date and a note offering to discuss if they have questions
- Leave each email as a draft for the account manager to review before sending
Done when A draft update email is queued in Gmail for every client with a recent post-order change.
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3
Slack - notify account managers of pending drafts
slack.com
WebRun opens Slack to notify account managers of pending drafts. - Post a summary to the account management Slack channel listing clients with pending draft emails
- Include the site name and a brief note on what changed for each
- Prompt the account manager to review and send the drafts
Done when Account managers have been notified in Slack of all pending client update drafts.
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 clients on its own?
No. Every client update is left as a Gmail draft for your account manager to review and send. Nothing goes to a client without human approval.
What kinds of post-order changes trigger a draft?
Any update to a site's coverage schedule, post instructions, or officer assignment recorded in TrackTik within the last 24 hours can trigger a draft for the affected client.
What if a client has multiple sites with changes?
WebRun groups all changes by client and produces one consolidated draft per client, so clients receive a single organised update rather than a separate email for every change.
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