Automated Held-Away Account Refresh
Every morning, WebRun opens eMoney, checks held-away and aggregated accounts for feeds that have gone stale or disconnected, drafts a friendly reconnect email to each affected client in Gmail, leaves every draft unsent for an advisor to review, and sends you a Telegram list of the connections that need attention.
How do I keep held-away account feeds current automatically?
Every morning, WebRun opens eMoney and checks held-away and aggregated accounts for feeds that have gone stale or disconnected. It drafts a friendly reconnect email to each affected client in Gmail, leaves every draft unsent for an advisor, and sends you a Telegram list of connections that need attention, so aggregated balances stay current and trustworthy.
- Stale held-away feeds surface every morning
- Each reconnect email is drafted and waiting for the advisor
- Aggregated balances clients see stay accurate
Built for financial advisors · RIAs · wealth managers · client service teams
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
wealth.emaplan.com/ema/SignInin a real browser with your saved login - no setup, no API keys. -
1
eMoney - find stale connections
emoneyadvisor.com
WebRun opens eMoney to find stale or broken held-away connections. - Open eMoney and review the aggregation and connection status across client accounts
- Flag held-away accounts whose feed has not updated recently or shows a broken connection
- Capture the client, the institution, and the date the feed last refreshed for each
Done when Every stale or broken held-away connection has been listed with its last refresh date.
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2
Gmail - draft reconnect outreach
gmail.com
WebRun drafts a reconnect email for each client and leaves it unsent. - Draft a friendly email asking the client to reconnect or re-authenticate the account in their portal
- Keep it simple and reassuring, with a clear next step and no sensitive balance detail
- Save every message as a draft and leave it unsent for an advisor to review
Done when A reconnect draft sits ready in Gmail for every client with a stale connection.
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3
Telegram - list connections to fix
telegram.org
WebRun sends a Telegram list of held-away connections needing attention. - Send a Telegram list of the held-away connections that need attention today
- Sort by how long each feed has been stale so the oldest surface first
- Note that reconnect drafts are waiting in Gmail for review
Done when You have today's connection fix list in Telegram.
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 email clients to reconnect on its own?
No. WebRun only drafts each reconnect email in Gmail and leaves it unsent. An advisor reads every message and clicks send, so no client is contacted until a person approves the note.
Does it touch the client's account credentials?
No. WebRun only reads connection status in eMoney and flags stale feeds. Reconnecting or re-authenticating happens in the client's own portal with their credentials. WebRun never enters or stores a client's login.
How does it know a feed has gone stale?
It reads the aggregation status in eMoney and the date each held-away account last refreshed, flagging feeds that have stopped updating or show a broken connection so the data clients see stays current.
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