Automated Targetprocess Portfolio Sync
Every morning, WebRun opens Targetprocess, checks epics and releases changed in the last 24 hours, logs each item's current state in Google Sheets, and posts a sync status note to the portfolio team's Notion page.
How do I keep my Targetprocess portfolio synced with a reporting log?
WebRun checks Targetprocess every morning for epics and releases changed in the last 24 hours, logs each item's current state in Google Sheets, and posts a sync status note to the portfolio team's Notion page, leading with anything that moved backward. Portfolio drift gets caught daily instead of at the quarterly review.
- Portfolio drift gets caught daily instead of at the quarterly review
- State changes stay logged for a running history
- Backward-moving items surface first in the summary
Built for PMO teams · portfolio managers · enterprise agile teams · program directors
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
www.targetprocess.comin a real browser with your saved login - no setup, no API keys. -
1
Targetprocess - find portfolio items changed today
targetprocess.com
WebRun opens Targetprocess to find portfolio items changed today. - Open Targetprocess and check epics and releases changed in the last 24 hours
- Note each item's state, team, and release
- Flag any item whose state moved backward
Done when Every portfolio item changed in the last day is listed with its state.
-
2
Google Sheets - log the current state
google.com
WebRun opens Google Sheets to log the current state. - Add or update a row per changed item with its current state
- Keep a running log of state changes over time
- Highlight any item that moved backward
Done when Today's portfolio state is logged in Sheets.
-
3
Notion - post a sync status note
notion.so
WebRun opens Notion to post a sync status note. - Post a sync status note to the portfolio team's Notion page
- List items that moved backward first
- Link back to the full Sheets log
Done when The portfolio team has today's sync status in Notion.
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 change the state of any epic or release?
No. WebRun only reads state changes already made in Targetprocess. It never edits an epic, release, or its state.
What counts as moving backward?
Any item whose state regresses to an earlier stage, like a release slipping from in-progress back to planned, which usually signals a real problem.
Does it cover the whole portfolio, or just one team?
It covers every epic and release you point it at, so you can scope it to the whole portfolio or a single team's slice.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.