Automated Avionte Client Review Request Drafts
Every Monday, WebRun opens Avionte, finds assignments that have completed their first billing cycle, drafts a short satisfaction review request email to the client contact in Gmail for account manager review, and logs the outreach in a Google Sheets tracker so nothing is sent twice.
How do I automatically request client reviews after staffing agency placements?
Every Monday WebRun opens Avionte, finds placements that completed their first billing cycle in the past week, drafts a review request email in Gmail to the client hiring manager for account manager approval, and logs each request in Google Sheets to prevent duplicates. No email reaches a client without a human reviewing it first.
- Every completed placement generates a drafted review request the following Monday
- No client is contacted twice thanks to the Google Sheets outreach log
- Account managers review and send polished requests in minutes instead of writing from scratch
Built for staffing agency account managers · temp agency client success teams · recruiting firm business development · workforce solutions firms
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 placements that completed their first billing cycle
avionte.com
WebRun opens Avionte to find placements that completed their first billing cycle. - Open Avionte and filter Assignments to those with a billing cycle completed in the past seven days
- Exclude assignments already in the review-request log in Google Sheets
- Capture the client name, hiring manager name, email, placement type, and recruiter owner for each qualifying assignment
Done when Every assignment that completed its first billing cycle this week and has not yet received a review request is listed.
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2
Gmail - draft review request email for account manager review
gmail.com
WebRun opens Gmail to draft review request email for account manager review. - Draft a short, on-brand review request email for each eligible client contact: thank them for the partnership, reference the placement role, and include a link to the review platform
- Address each email to the client hiring manager captured from Avionte
- Save each email as a Gmail draft and leave it unsent for the account manager to review before sending
Done when A Gmail draft review request exists for every eligible client, ready for account manager approval.
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3
Google Sheets - log outreach to avoid duplicate requests
google.com
WebRun opens Google Sheets to log outreach to avoid duplicate requests. - Append each drafted review request to the outreach tracker: client name, hiring manager email, assignment, date drafted, and status pending review
- This log is checked on every run to prevent duplicate review requests to the same client
Done when The outreach tracker is updated with this week's drafted review requests.
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 review request emails to clients automatically?
No. Every review request is saved as a Gmail draft and stays unsent until the account manager reviews and approves it. Clients never receive an automated email without a human sign-off.
What stops the same client from receiving two review request emails?
WebRun logs every drafted request in a Google Sheets outreach tracker and checks that log before each run. Any client already in the tracker is skipped so they are never contacted twice.
Can it send review requests to candidates as well as clients?
This workflow targets client hiring managers. A separate workflow can handle candidate-side review requests using the same draft-and-approve pattern, keeping both sets of outreach under human control.
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