Automated Wedding Client Weekly Status Digest
Every Monday, WebRun opens HoneyBook, reviews the status of every active wedding project, logs a weekly snapshot to Google Sheets, and posts a structured digest to Slack so your team sees at a glance which couples need attention and which weddings are on track.
How do I get a weekly status digest for all my active wedding clients?
WebRun opens HoneyBook every Monday, reviews the status of every active wedding in your portfolio, logs a weekly snapshot to Google Sheets, and posts a Slack digest showing each couple's planning stage, open tasks, and any overdue items. Teams start Monday knowing exactly which weddings need attention without manually reviewing every project.
- Teams start every Monday aligned on the status of every active wedding without a manual review
- Weddings close to the event date or with overdue tasks are surfaced automatically
- A running Google Sheets log gives a season-long view of client progress
Built for wedding planners · event coordinators · wedding planning teams · studio owners
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
app.honeybook.comin a real browser with your saved login - no setup, no API keys. -
1
HoneyBook - review status of every active wedding project
honeybook.com
WebRun opens HoneyBook to review status of every active wedding project. - Open HoneyBook and navigate to the Projects section
- Filter for active projects with a wedding date in the next 90 days
- For each project, note the wedding date, current stage (inquiry, booked, in planning, final details), outstanding tasks, and any overdue items
Done when Every active wedding is reviewed and its current status and open items are captured.
-
2
Google Sheets - log the weekly snapshot to the status tracker
google.com
WebRun opens Google Sheets to log the weekly snapshot to the status tracker. - Open the weekly client status tracker in Google Sheets
- Add or update a row for each wedding with today's date, stage, and open-item count
- Mark any weddings that progressed to a new stage since last week
Done when The tracker is updated with this week's status for every active wedding.
-
3
Slack - post the digest to the team
slack.com
WebRun opens Slack to post the digest to the team. - Post a digest to the team channel listing each wedding sorted by event date
- Show the current planning stage, number of open tasks, and any overdue items for each
- Highlight weddings within the next 30 days or with overdue tasks at the top of the list
Done when The team has a prioritised weekly status digest in Slack and knows which weddings to focus on.
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 this send anything to clients?
No. The weekly digest is an internal Slack report for your team only. WebRun reads HoneyBook and posts to Slack. No client receives anything from this workflow.
How far out does it look for upcoming weddings?
The default is 90 days ahead, so you have a full three-month view of your active portfolio each Monday morning.
Can I track historical week-over-week progress in the Sheet?
Yes. Each Monday WebRun adds a new row per wedding, so you can see how planning is progressing across the season and spot couples who have stalled.
Related templates
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