Automated Client Meeting Prep Packs
Every morning, WebRun opens Orion, finds the clients on today's calendar, pulls each one's portfolio summary, recent performance, and open action items, assembles a tidy prep pack per client in Google Sheets, and posts the advisor a Slack heads-up that the packs are ready to review before each meeting.
How do I prepare a client meeting prep pack automatically?
Every morning, WebRun opens Orion, finds the clients you are meeting that day, and pulls each one's portfolio summary, performance, and open action items. It assembles a tidy prep pack per client in Google Sheets and posts the advisor a Slack heads-up that the packs are ready, so you walk into every meeting prepared instead of scrambling.
- Every meeting has a prep pack waiting before it starts
- Portfolio summary and open items sit in one view per client
- Advisors stop assembling prep by hand each morning
Built for financial advisors · RIAs · wealth managers · client service associates
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
login.orionadvisor.comin a real browser with your saved login - no setup, no API keys. -
1
Orion - pull each client's summary
orion.com
WebRun opens Orion to pull each meeting client's portfolio summary. - Open Orion and look up each client scheduled to meet today
- Pull their portfolio summary, recent performance, and current allocation from the reporting view
- Note any open action items or flags carried over from the last review
Done when Each client meeting today has a portfolio summary and open items captured.
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2
Google Sheets - assemble the prep pack
google.com
WebRun assembles a client prep pack in Google Sheets. - Open the meeting prep workbook and create a clean tab per client
- Lay out the portfolio summary, performance, allocation, and open action items in one view
- Add a short talking-points section for the advisor to fill in
Done when A tidy prep pack sits in Google Sheets for every meeting today.
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3
Slack - flag that packs are ready
slack.com
WebRun posts a Slack heads-up that each prep pack is ready. - Post the advisor a Slack heads-up listing today's meetings and a link to each prep pack
- Order them by meeting time so the next one is always on top
- Note that the packs summarise data only. WebRun never places trades or changes an allocation
Done when The advisor has today's meeting list and prep packs linked in Slack.
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 place trades or change anything in the portfolio?
No. WebRun only reads Orion to summarise each client's portfolio for the meeting. It never places a trade, rebalances, or changes an allocation. The prep pack is read-only context for the advisor to act on.
What goes into each prep pack?
A portfolio summary, recent performance, current allocation, and any open action items from the last review, laid out in one Google Sheets tab per client, with a talking-points section the advisor can fill in.
When does it run so packs are ready in time?
It runs early each morning, before the first meeting, reading that day's calendar so every prep pack is waiting when the advisor sits down. You can set the exact time to match when your day starts.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.