Automated Vymo No-Activity Account Alerts
Every Monday, WebRun opens Vymo, checks every assigned account for a logged visit, call, or activity in the last 10 days, schedules a check-in slot on the rep's Google Calendar for any account that's gone quiet, and sends the rep a WhatsApp nudge naming the account so field coverage doesn't quietly lapse.
How do I catch Vymo accounts with no logged visit or activity?
WebRun checks every assigned Vymo account every Monday for a logged visit, call, or activity in the last 10 days, and flags anything quiet. It schedules a check-in slot on the rep's Google Calendar and sends a WhatsApp nudge naming the account, so accounts with no logged activity get a real follow-up instead of drifting.
- Quiet accounts get a scheduled check-in every Monday instead of going dark
- The nudge points to the exact account, not a generic reminder
- Nothing is logged on the rep's behalf, only flagged for a real visit
Built for field sales managers · BFSI sales teams · insurance field agents · account managers
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
vymo.comin a real browser with your saved login - no setup, no API keys. -
1
Vymo - check accounts for 10 days of logged activity
vymo.com
WebRun opens Vymo to check accounts for 10 days of logged activity. - Open Vymo and pull every assigned account's last logged visit or activity
- Flag any account with nothing logged in the last 10 days
- Note the rep and account type for each flagged one
Done when Every account with no logged activity in 10 days is flagged.
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2
WhatsApp - nudge the rep
whatsapp.com
WebRun opens WhatsApp to nudge the rep. - Message the rep naming their flagged accounts and days since activity
- Keep it to the account name and type
Done when Every rep with a flagged account has a WhatsApp nudge.
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3
Google Calendar - schedule a check-in slot
calendar.google.com
WebRun opens Google Calendar to schedule a check-in slot. - Schedule a check-in slot on the rep's calendar for each flagged account
- Title it with the account name and days since last activity
Done when Every flagged account has a check-in slot scheduled.
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 log a visit on the rep's behalf?
No. WebRun never writes activity to an account. It only flags accounts with nothing logged and schedules time for the rep to visit or call.
What counts as logged activity?
Any visit, call, or activity the rep has recorded against that account in Vymo within the last 10 days. That window can be adjusted.
Who receives the WhatsApp nudge?
Only the rep assigned to that account, as an internal reminder. It's never sent to the account or customer itself.
Related templates
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