Automated Workzone Project Setup Checks
Every morning, WebRun opens Workzone, checks any project created in the last day for a missing start date, budget, or owner, creates a Trello checklist card listing what is incomplete, and notifies the project manager in Microsoft Teams.
How do I catch incomplete project setup in Workzone automatically?
WebRun checks Workzone every morning for projects created in the last day and looks for a missing start date, budget, or owner. It creates a Trello checklist card naming exactly what is incomplete and notifies the project manager in Microsoft Teams, so setup gaps get closed the same day instead of surfacing weeks into the project.
- Incomplete projects get caught the same day they are created
- Project managers see exactly which fields are missing, not a vague reminder
- Setup gaps stop surfacing weeks into a project
Built for Project management offices · marketing operations · agency PMs · professional services teams
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
www.workzone.comin a real browser with your saved login - no setup, no API keys. -
1
Workzone - check new project setup
workzone.com
WebRun opens Workzone to check new project setup. - Open Workzone and list projects created in the last day
- Check each for a start date, end date, budget, and assigned owner
- Note which required fields are still empty
Done when Every new project has been checked for missing setup fields.
-
2
Trello - create the setup checklist
trello.com
WebRun opens Trello to create the setup checklist. - Create a setup checklist card for any project with a gap
- List the specific missing fields as checklist items
Done when Every incomplete project has a Trello setup card.
-
3
Microsoft Teams - notify the project manager
microsoft.com
WebRun opens Microsoft Teams to notify the project manager. - Message the project manager listed on the project
- Link to the Trello card so they can close the gaps quickly
Done when Project managers have been notified of every incomplete setup.
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 it fill in the missing project fields itself?
No. WebRun only detects what is missing and lists it on a Trello card. Setting the real budget, dates, or owner stays with the project manager.
Does it flag old projects too?
No, it only checks projects created in the last day so the alert reaches the project manager while setup is still fresh, not months later.
What if a project is intentionally missing a field, like a placeholder budget?
It will still be flagged since WebRun only reads whether the field is empty. You can close the Trello card once you confirm it is intentional.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.