Automated Streak Stuck Deal Detection
Every Monday, WebRun opens Streak, checks every open pipeline for deals that have sat in the same stage far longer than typical for that stage, books a check in call on Google Calendar for the oldest stuck deals, and texts the rep on WhatsApp so the deal gets a deliberate push instead of quietly aging in place.
How do I find Streak deals stuck in the same pipeline stage?
Every Monday, WebRun opens Streak and checks every open pipeline for deals that have sat in the same stage far longer than typical, booking a check in call on Google Calendar for the oldest ones. It texts the rep on WhatsApp about the single oldest stuck deal, so a deal that has quietly aged in place gets a deliberate push instead of staying invisible.
- Stuck deals get a booked check in instead of sitting untouched
- The oldest deal always gets a direct rep alert
- The threshold for stuck reflects real pipeline history, not a guess
Built for small business sales teams · Gmail power users · startup sales · solo sales reps
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
streak.comin a real browser with your saved login - no setup, no API keys. -
1
Streak - find deals stuck in a stage too long
streak.com
WebRun opens Streak to find deals stuck in a stage too long. - Open Streak and review deals across your pipeline stages
- Compare how long each deal has sat in its current stage against the typical time
- Flag the deals stuck the longest
Done when Every deal stuck in stage beyond its typical time has been flagged.
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2
Google Calendar - book a check in call
calendar.google.com
WebRun opens Google Calendar to book a check in call. - Book a check in call for the oldest stuck deals on the rep's calendar
- Set it for the next available working slot
- Note the deal and how long it has been stuck in the event description
Done when A check in call is booked for the oldest stuck deals.
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3
WhatsApp - text the rep about the oldest deal
whatsapp.com
WebRun opens WhatsApp to text the rep about the oldest deal. - Text the rep about the single oldest stuck deal
- Name the deal and how long it has been in its current stage
- Note that a check in call has already been booked
Done when The rep has been texted about the oldest stuck deal.
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 move the deal to a new stage?
No. WebRun only reads how long a deal has sat in its stage and books a check in. Moving a deal forward is still a decision made by the rep in Streak.
What counts as stuck too long?
A deal that has sat in its current pipeline stage well beyond the typical time deals in that stage usually take, based on your own pipeline history.
Does every stuck deal get a WhatsApp text?
No, only the single oldest one gets the direct text each week, so reps are not overwhelmed. The rest still get a booked check in call.
Related templates
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