Automated Whatagraph Weekly Client Scorecard
Every Monday morning, WebRun opens Whatagraph, reads each client's latest marketing performance report across their connected channels, saves a dated copy of every report to Google Drive, and posts a short recap to Slack ranking clients by how their key metric moved, so the agency team walks into the week already knowing which accounts need attention.
How do I get a weekly scorecard across all my Whatagraph client reports?
WebRun reads every client's latest Whatagraph report each Monday, archives a dated copy of each to Google Drive, and posts a ranked scorecard to Slack flagging any client whose key metric dropped. The agency team starts the week already knowing which accounts need attention, without opening every client report individually.
- Account managers see which clients need attention before Monday check ins
- Every client report gets archived automatically with zero manual saving
- The whole team sees a ranked scorecard instead of opening reports one by one
Built for Marketing agencies · Account managers · Client services teams · Marketing operations
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
whatagraph.comin a real browser with your saved login - no setup, no API keys. -
1
Whatagraph - read each client's latest report
- Open Whatagraph and read the latest report for every client
- Note each client's key metric and its change from last week
- Flag any client whose key metric dropped
Done when Every client has this week's report read and compared.
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2
Google Drive - archive the reports
drive.google.com
WebRun opens Google Drive to archive the reports. - Save a dated copy of each client's report to their folder
- Name the file with the client and the date
- Keep prior weeks' reports in place
Done when This week's reports are archived in Drive for every client.
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3
Slack - post the client scorecard
slack.com
WebRun opens Slack to post the client scorecard. - Post a recap ranking clients by how their key metric moved
- Flag any client that dropped for the account manager to review
- Keep the recap short and scannable
Done when The agency channel has this week's client scorecard.
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 WebRun send the reports to clients?
No. It only archives reports internally and posts an internal team recap. Sending a report to a client stays a decision for the account manager.
Does it change any client's report template or data connections?
No. It only reads the reports Whatagraph already generates. Templates and connected data sources are never edited.
How does it decide which clients need attention?
It flags any client whose key metric dropped from the prior week, so account managers know where to look first.
Related templates
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