Aisle Planner Automated Milestone Check-In Drafts
Every Monday, WebRun opens Aisle Planner, finds couples whose wedding date puts them at a planning milestone this week, such as 12, 6, or 1 month out, cross checks the date on Google Calendar, drafts a personalized check-in email in Gmail listing what's due next, and posts the week's queue to Slack for your review.
How do I automatically send planning milestone check-ins to wedding clients?
WebRun checks Aisle Planner every Monday for couples whose wedding date puts them at a planning milestone this week, confirms the date on Google Calendar, and drafts a personalized check-in email in Gmail listing what's due next. It posts the week's queue to Slack for your review, so no couple goes quiet during their planning journey.
- Every couple gets a proactive check-in at the right planning stage
- No client feels forgotten between big milestones
- Personalized outreach goes out weekly without a manual calendar review
Built for wedding planners · event planning studios · full-service planners · client experience coordinators
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.aisleplanner.comin a real browser with your saved login - no setup, no API keys. -
1
Aisle Planner - find couples hitting a milestone this week
aisleplanner.com
WebRun opens Aisle Planner to find couples hitting a milestone this week. - Open Aisle Planner and calculate how far out each active wedding date is
- Match each wedding against your standard milestone points, such as 12, 6, or 1 month out
- Pull the outstanding to-dos tied to that milestone stage for each couple
Done when Every couple hitting a milestone this week is listed with their stage and outstanding to-dos.
-
2
Google Calendar - confirm the wedding date and timeline stage
calendar.google.com
WebRun opens Google Calendar to confirm the wedding date and timeline stage. - Cross check each wedding date against your Google Calendar
- Confirm no date change has been logged that would shift the milestone
Done when Every milestone match is confirmed against the current wedding date on your calendar.
-
3
Gmail - draft a personalized milestone check-in
gmail.com
WebRun opens Gmail to draft a personalized milestone check-in. - Draft a warm, personalized check-in email for each couple naming their milestone and what's due next
- Keep the tone encouraging and specific to their outstanding to-dos
- Save each as a Gmail draft, left unsent for your review
Done when A ready-to-send check-in draft exists in Gmail for every couple hitting a milestone this week.
-
4
Slack - queue the drafts for your review
slack.com
WebRun opens Slack to queue the drafts for your review. - Post the week's milestone check-in queue with a link to each draft
- Group the list by milestone stage so the most time-sensitive check-ins stand out
Done when Your team has this week's milestone check-in queue in Slack, ready to review and send.
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 couples without my approval?
No. Every check-in is saved as a Gmail draft and linked in Slack. Nothing reaches a couple until you review and send it yourself.
How does it decide which milestone a couple is at?
It calculates how far out their wedding date is in Aisle Planner and matches it against your standard milestone points, so the check-in always references the right stage of planning.
Can I set my own milestone points instead of the defaults?
Yes. Give WebRun your studio's milestone schedule, such as 12, 9, 6, 3, and 1 month out, and it will check couples against those instead.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.