Automated Wimi Teamwork Project Handoff
Every morning, WebRun opens Wimi, checks tasks and files marked for handoff on active projects, logs each one in Airtable with its proposed new owner, and emails that person to confirm.
How do I hand off Wimi tasks and files to a teammate automatically?
WebRun checks Wimi every morning for tasks and files marked for handoff on active projects, logs each one in Airtable with its proposed new owner, and emails that person to confirm. Work that needs a new owner gets one the same day, instead of sitting stuck on a project nobody is watching.
- Stuck tasks and files get a proposed new owner the same day
- Unowned items get flagged instead of silently dropped
- Every handoff stays logged with a confirmation trail
Built for project managers · small business teams · operations coordinators · agencies
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
www.wimi-teamwork.comin a real browser with your saved login - no setup, no API keys. -
1
Wimi - find tasks needing a new owner
wimi-teamwork.com
WebRun opens Wimi to find tasks needing a new owner. - Open Wimi and check tasks and files marked for handoff or left unassigned on active projects
- Note the task or file, project, and proposed new owner if set
- Flag anything with no clear owner
Done when Every item needing a handoff is listed with its proposed owner.
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2
Airtable - log the handoff record
airtable.com
WebRun opens Airtable to log the handoff record. - Add a handoff record for each item with current status and proposed owner
- Note whether it's a task or a file
- Update records for handoffs already completed
Done when Every handoff is logged in the Airtable tracker.
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3
Gmail - email the new owner
gmail.com
WebRun opens Gmail to email the new owner. - Email the proposed new owner with the task or file details and project
- Ask them to confirm they've picked it up
- Skip anyone already emailed today
Done when Every proposed new owner has been emailed.
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 reassign a task or move a file without approval?
No. WebRun only proposes a handoff and emails the new owner to confirm. The actual reassignment in Wimi still needs a person to make it.
What happens to items with no clear new owner?
They're flagged in the Airtable log as unowned instead of guessed at, so you can assign one yourself.
Does it cover every project, or just some?
It covers every active project you point it at, so handoffs get caught across your whole workspace, not just one team's project.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.