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FieldFlo Automated Clearance Report Compilation

Every morning, WebRun opens FieldFlo, finds jobs that have passed final clearance, gathers the visual inspection sign-off, clearance air sample results, and site photos from Google Drive into one report package folder, drafts a Gmail delivery note to the client, and posts your project manager a Slack note that the package is ready to review and send.

Runs on WebRun · Strict Lockdown policy
Every day at 8:30 AM WebRunorchestrates each step
1 FieldFlo find jobs that passed final clearance
2 Google Drive compile the clearance report package
3 Gmail draft the client delivery note for review
4 Slack tell the PM the package is ready
In short

How do I compile and deliver the clearance report after an abatement job passes?

WebRun opens FieldFlo each morning and finds jobs that have passed final clearance. It gathers the visual sign-off, clearance air results, and photos from Google Drive into one package, drafts a Gmail delivery note, and posts your PM a Slack note, leaving the email unsent so a human reviews and sends it.

  • Clearance report packages are compiled the morning after a job passes
  • Missing clearance documents are flagged before the package leaves the office
  • The client delivery email stays unsent until your PM reviews and approves it

Built for asbestos abatement contractors · abatement project managers · environmental remediation firms · abatement office administrators

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens fieldflo.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    FieldFlo - find jobs that passed final clearance
    fieldflo.com
    WebRun in FieldFlo: find jobs that passed final clearance
    WebRun opens FieldFlo to find jobs that passed final clearance.
    • Open FieldFlo and find jobs whose clearance stage is marked passed since the last run
    • Capture the job, site address, client contact, clearance date, and the documents the job requires
    • List which clearance items are recorded as complete for each job

    Done when Every newly passed job is listed with its client contact and required clearance items.

  3. 2
    Google Drive - compile the clearance report package
    google.com
    WebRun in Google Drive: compile the clearance report package
    WebRun compiles the clearance report package in Google Drive.
    • Open the job's folder in Google Drive and gather the final visual inspection sign-off, clearance air sample results, and site photos
    • Assemble them into a single clearance report package folder named for the job
    • Note any required document that is missing so it can be located before the package goes out

    Done when A clearance report package is assembled in Google Drive with any missing document flagged.

  4. 3
    Gmail - draft the client delivery note for review
    gmail.com
    WebRun in Gmail: draft the client delivery note for review
    WebRun drafts the client delivery note in Gmail and leaves it unsent.
    • Draft a Gmail delivery note to the client summarizing the passed clearance and the enclosed documents
    • Link the compiled clearance report package from Google Drive in the draft
    • Leave the email unsent for your project manager to review and send to the client

    Done when A Gmail delivery draft with the package linked is waiting for your project manager, unsent.

  5. 4
    Slack - tell the PM the package is ready
    slack.com
    WebRun in Slack: tell the PM the package is ready
    WebRun posts the PM a Slack note that the clearance package is ready to review.
    • Post a Slack note to your project-manager channel that the clearance package for the job is compiled and the delivery email is drafted
    • List any required document still missing so the PM can locate it before sending
    • Link the Google Drive package and note that the Gmail delivery note is waiting, unsent

    Done when The PM has a Slack note that the package is ready and the delivery email awaits review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
fieldflo.com
ScheduleRuns automatically on this cadence
Every day at 8:30 AM
DeliveryHow each run's result reaches you
Clearance package · Gmail
OutputWhat each run produces - A compiled clearance report package in Google Drive with any missing document flagged, an unsent Gmail delivery note for the client, and a Slack note to the PM.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input GUARDRAIL
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will the clearance package be sent to the client automatically?

No. WebRun compiles the package in Google Drive and drafts the delivery email, but leaves it unsent. Your project manager reviews the documents and the wording, then sends it to the client. Nothing goes out without human approval.

What if a clearance document is missing from the folder?

WebRun flags any required document it cannot find in the job's Google Drive folder and notes it in the draft, so your project manager can locate the missing item before the package is sent.

Does it decide whether a job actually passed clearance?

No. It relies on the clearance status your team records in FieldFlo. WebRun only compiles the report once a job is marked as passed, it does not make the pass or fail determination itself.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.