Automated Avionte Client Contract Renewal Tracker
Every Monday, WebRun opens Avionte, identifies client accounts with contracts or master service agreements expiring within 60 days, drafts a renewal outreach email to the client decision-maker for account manager review, and posts a renewal pipeline to Slack so no contract lapses because a renewal conversation was started too late.
How do I automatically track and renew expiring client contracts at a staffing agency?
Every Monday WebRun opens Avionte, finds client contracts expiring within 60 days, drafts a renewal outreach email to the decision-maker for account manager review, and posts a pipeline sorted by urgency to Slack. Contracts inside 30 days are flagged as urgent so account managers start the renewal conversation before the lapse window closes.
- Contracts are surfaced 60 days before expiry, giving account managers time for a real renewal conversation
- No expiring contract slips through because of a missed calendar date
- Account managers start each Monday with a prioritized renewal email queue ready to review and send
Built for staffing agency account managers · temp agency client success teams · workforce solutions business development · staffing firm owners
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.avionte.comin a real browser with your saved login - no setup, no API keys. -
1
Avionte - find client contracts expiring within 60 days
avionte.com
WebRun opens Avionte to find client contracts expiring within 60 days. - Open Avionte and navigate to Client or Company records
- Filter to accounts with contract end dates within the next 60 days
- Capture the client name, decision-maker name and email, contract end date, current bill rate, and account manager owner
- Flag contracts expiring within 30 days as urgent
Done when Every client contract expiring within 60 days is listed with contact details and urgency tier.
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2
Gmail - draft renewal outreach email for account manager review
gmail.com
WebRun opens Gmail to draft renewal outreach email for account manager review. - Draft a renewal outreach email for each expiring contract: address the decision-maker by name, reference the contract end date, and propose scheduling a renewal conversation
- Save each email as a Gmail draft and leave it unsent for the account manager to review before sending
- Flag drafts for contracts expiring within 30 days at the top of the draft folder
Done when A Gmail draft renewal email exists for every expiring client contract, ready for account manager approval.
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3
Slack - post contract renewal pipeline to account team
slack.com
WebRun opens Slack to post contract renewal pipeline to account team. - Post a renewal pipeline to the account-management Slack channel: list each client, the contract end date, days remaining, and the account manager owner
- Sort by days remaining, most urgent first, and flag contracts inside 30 days in red
Done when The account team has a Slack renewal pipeline showing all expiring contracts sorted by urgency.
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 renewal emails to clients without account manager approval?
No. Every renewal outreach email is saved as a Gmail draft and left unsent until the account manager reviews and approves it. No client receives any communication without a human check.
What if a client's contract was already renewed and the record was not updated in Avionte?
If the contract end date in Avionte has not been updated to reflect a renewal, WebRun will still flag it. Keeping Avionte records current ensures accurate results, and account managers review each draft before it goes out.
Can it track bill-rate changes as part of the renewal conversation?
The current bill rate is captured from Avionte and included in the account manager's draft context, but WebRun does not propose rate changes automatically. The account manager adds rate discussion points before sending.
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