Turn every wedding anniversary into a warm referral touchpoint
Every morning, WebRun opens Aisle Planner, finds past clients celebrating a wedding anniversary this week, confirms in QuickBooks Online that their final invoice shows a zero balance, and drafts a warm anniversary note with a light referral ask in Gmail for your review before it sends.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up with past wedding clients on their anniversary?
WebRun checks Aisle Planner every morning for past clients celebrating a wedding anniversary this week, then confirms in QuickBooks Online that their final invoice is paid in full before drafting anything. It writes a warm anniversary note with a light referral ask in Gmail, left unsent for your review, so past clients hear from you at exactly the right moment.
- Past clients get a genuine touchpoint on their actual anniversary date
- Referral asks only go to accounts confirmed paid in full
- A steady stream of warm referral opportunities without a manual client list review
Built for wedding planners · event planning studios · boutique planning businesses · client relations coordinators
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
app.aisleplanner.comin a real browser with your saved login - no setup, no API keys. -
1
Aisle Planner - find couples with an anniversary this week
aisleplanner.com How to Automate Aisle Planner
WebRun opens Aisle Planner to find couples with an anniversary this week. - Open Aisle Planner and find past clients whose wedding date falls this week in a prior year
- Capture the couple's names and how many years it has been
Done when Every couple with an anniversary this week is listed with their wedding year.
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2
QuickBooks Online - confirm their final invoice is paid in full
- Look up each couple's final invoice in QuickBooks Online
- Confirm the balance shows fully paid with nothing outstanding
- Skip any couple with an unresolved balance or open dispute
Done when Every couple on the list is confirmed paid in full before a note is drafted.
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3
Gmail - draft the anniversary note
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the anniversary note. - Draft a warm, personal anniversary note for each couple confirmed paid in full
- Include a light, genuine referral ask near the end
- Save it as a Gmail draft, left unsent for your review
Done when A ready-to-send anniversary note exists in Gmail for every eligible couple.
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 past clients without my approval?
No. Every anniversary note is saved as a Gmail draft only. WebRun never sends it to a past client until you review and send it yourself.
Why does it check QuickBooks before drafting a note?
So a warm relationship touchpoint never lands on a couple with an unresolved balance. It skips anyone whose final invoice is not paid in full.
Can I adjust how the referral ask is worded?
Yes. Give WebRun an example of your tone or a specific referral offer, such as a thank you gift, and it will use that in every draft.
Related templates
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