Automated Smartsheet Update Request Rounds
Every Monday, WebRun opens your Smartsheet, finds the rows with a due date coming up and no status change since the last round, queues an update request to each assigned contact for you to approve, opens a Trello card per outstanding owner, and sends you a WhatsApp summary of the round.
How do I collect status updates from task owners without chasing each one?
Every Monday WebRun opens your Smartsheet, finds rows with a due date approaching and no recent status change, and queues an update request to each assigned contact for you to approve. It opens a Trello card per outstanding owner and sends you a WhatsApp summary, so the sheet gets refreshed by the people who own it.
- Owners update their own rows instead of you retyping their answers
- Requests go out before a due date slips, not after
- Repeat non-responders are visible after two rounds, not two months
Built for project coordinators · PMO teams · construction and services PMs · operations managers
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.smartsheet.comin a real browser with your saved login - no setup, no API keys. -
1
Smartsheet - queue update requests
smartsheet.com
WebRun opens Smartsheet to queue update requests. - Open the sheet and find rows with a due date in the next two weeks
- Skip rows whose status or comments changed since the last round
- Prepare an update request per remaining row, addressed to the assigned contact, and leave every request queued for your approval before it sends
Done when An update request is queued for each row that needs a fresh status.
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2
Trello - track who has not replied
trello.com
WebRun opens Trello to track who has not replied. - Open one card per owner with the rows waiting on them
- Move a card to Responded once that owner's row changes in Smartsheet
- Leave last week's unanswered cards in place so repeat non-responders stand out
Done when Every outstanding owner has a card showing what they still owe.
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3
WhatsApp - send you the round summary
whatsapp.com
WebRun opens WhatsApp to send you the round summary. - Send yourself the count of requests queued and the owners they go to
- List anyone who did not reply to last week's round
- Keep it internal. Only the requests you approve leave Smartsheet
Done when You have this week's round summary in WhatsApp.
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 my team without my approval?
No. Every update request is queued and waits for your approval before it sends. WebRun prepares the round, you release it, and only then does anything reach a row owner.
Does it edit the rows itself?
No. WebRun reads the sheet and prepares requests. The status, comments and dates are only ever changed by the owner replying to their own request.
What about rows someone already updated?
They are skipped. WebRun compares each row against the last round, so anyone who updated during the week is not asked again.
Related templates
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