Chase sub-consultant deliverables before they hold up your schedule
Every Monday, WebRun opens Newforma, checks the consultant coordination log for sub-consultant deliverables that are past due or due within seven days, drafts a professional chase email for each outstanding item in Gmail, and posts a Slack summary for your review before any email is sent to a consultant.
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How can I automatically chase overdue sub-consultant deliverables tracked in Newforma?
WebRun checks the Newforma consultant coordination log every Monday, identifies sub-consultant deliverables that are overdue or due within seven days, and drafts a professional chase email in Gmail for each outstanding item. It posts a Slack summary for your review before any email reaches a consultant.
- Overdue sub-consultant deliverables are chased every week before they stall the project schedule
- No chase email reaches a consultant without your explicit review and approval
- All outstanding deliverables across multiple projects are visible in one Slack summary
Built for architecture firms · engineering firms · AEC project managers · construction administrators
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.newforma.com/newforma-project-centerin a real browser with your saved login - no setup, no API keys. -
1
Newforma - check consultant coordination log
newforma.com
WebRun opens Newforma to check consultant coordination log. - Open Newforma Project Center and navigate to the consultant coordination or action items log
- Identify deliverables from sub-consultants that are past their due date or due within the next seven days
- Capture the consultant name, deliverable description, due date, and project name for each
Done when All overdue and upcoming sub-consultant deliverables are identified with their details.
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2
Gmail - draft chase emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft chase emails. - Draft a professional, concise chase email for each overdue consultant deliverable
- Include the deliverable description, due date, and a clear request for a status update or revised delivery date
- Save each as a Gmail draft. Do not send any email without human review and approval
Done when A draft chase email is ready in Gmail for every overdue or at-risk consultant deliverable.
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3
Slack - post summary for review
slack.com How to Automate Slack
WebRun opens Slack to post summary for review. - Post a summary to the project management channel listing each outstanding consultant deliverable with consultant name, deliverable, and days overdue
- Note how many Gmail drafts are ready for review
- Flag any deliverable more than 14 days overdue for urgent attention
Done when The project team has a full consultant chase list in Slack and Gmail drafts are queued for review.
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 sub-consultants directly without my review?
No. Every chase email is saved as a Gmail draft and listed in the Slack summary first. You review each message and decide who receives it. Nothing is sent to a consultant without your explicit approval.
Can it track deliverables across multiple consultants on the same project?
Yes. WebRun reads the full consultant coordination log in Newforma, so every sub-consultant on every active project is checked, and each overdue deliverable gets its own draft chase email.
What if a consultant already sent the deliverable and it just has not been logged in Newforma yet?
WebRun only works from the data in Newforma. If a deliverable was received but not yet marked complete in the log, it will still appear on the chase list. Update Newforma when you receive deliverables to keep the log accurate.
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