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Automated Method Learning Enrollment Reminders

In the weeks before each new seasonal cohort opens, WebRun finds students in Method Learning who completed a diagnostic but never enrolled in a full course, checks QuickBooks for an open or unpaid enrollment invoice, and drafts a personalized invite email in Gmail referencing their diagnostic score, for your team to review before sending.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Method Learning find diagnostic only students
2 QuickBooks check the enrollment invoice status
3 Gmail draft the cohort invite
In short

How do I remind past diagnostic takers about a new seasonal cohort?

Before each new seasonal cohort opens, WebRun finds students in Method Learning who took a diagnostic but never enrolled, checks QuickBooks for an open enrollment invoice, and drafts an invite in Gmail referencing their score and the cohort's start date. Your team reviews and sends it, so warm leads get invited back without anyone building the list by hand.

  • Warm diagnostic leads get invited back before every new cohort opens
  • Invoice status is checked automatically, no manual QuickBooks lookups
  • Nothing emails a past lead until your team reviews the draft

Built for test prep centers · SAT/ACT bootcamp providers · tutoring franchises · enrollment coordinators

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.methodlearning.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Method Learning - find diagnostic only students
    methodlearning.com
    WebRun in Method Learning: find diagnostic only students
    WebRun opens Method Learning to find diagnostic only students.
    • Open Method Learning and list students who completed a diagnostic in the last 6 months
    • Exclude anyone already enrolled in a current course

    Done when Every diagnostic only student is listed.

  3. 2
    QuickBooks - check the enrollment invoice status
    • Check QuickBooks for an open or unpaid enrollment invoice tied to each student
    • Note the cohort and price they were last quoted, if any

    Done when Each diagnostic only student has an invoice status noted.

  4. 3
    Gmail - draft the cohort invite
    gmail.com
    WebRun in Gmail: draft the cohort invite
    WebRun opens Gmail to draft the cohort invite.
    • Draft a personalized invite referencing the student's diagnostic score and the new cohort's start date
    • Leave the email unsent for your team to review before sending

    Done when A reviewable invite draft exists for every diagnostic only student.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.methodlearning.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Invite drafts · Gmail
OutputWhat each run produces - A personalized cohort invite draft per diagnostic only student, with their invoice status noted.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email past leads without anyone checking first?

No. WebRun only drafts the invite in Gmail. Your team reviews and sends each one, nothing goes out on its own.

How does it pick who to invite?

It looks for students in Method Learning who completed a diagnostic but never enrolled in a full course, so the list is warm leads, not a cold list.

Does it charge a card to hold a spot?

No. WebRun never charges anything. It only checks QuickBooks for the invoice status so your team knows who still owes a deposit.

Keep going

Related templates

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Each week, WebRun checks the shared college deadlines calendar, confirms each student's latest Method Learning score against the school's range, and drafts a deadline alert email in Gmail for your team to review.
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Automated Method Learning Score Report Emails
When a student finishes a Method Learning diagnostic, WebRun reads the section by section scores, drafts a parent friendly report in Gmail, and logs the result to your master score tracker.
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Automated Method Learning Makeup Scheduling
When a student misses a session, WebRun checks Method Learning for the missed assignment, finds the instructor's next open slot in Calendly, and drafts a reschedule email for your team to review before it sends.
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