Automated Newforma Submittal Log Status Digest
Every Monday morning, WebRun opens Newforma, reads the status of every submittal in the log, updates a Google Sheets register, and posts a digest to Slack showing what is under review, what is overdue, and what was approved or rejected in the past week.
How do I automatically get a weekly submittal review status digest from Newforma?
WebRun opens Newforma every Monday morning, reads the full submittal log across all active projects, updates a Google Sheets register, and posts a Slack digest with counts by status, overdue items, and recent approvals or rejections. Project teams stay informed without manually reviewing the log.
- Every submittal status is visible to the team each Monday without manual log checks
- Overdue submittals are flagged before they delay the construction schedule
- Google Sheets register stays current without extra data-entry effort
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.
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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 - read submittal log statuses
newforma.com
WebRun opens Newforma to read submittal log statuses. - Open Newforma Project Center and navigate to the submittal log for each active project
- Capture each submittal number, description, spec section, current status, and review due date
- Identify submittals that are overdue or changed status since the previous Monday
Done when All submittal statuses are captured for every active project.
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2
Google Sheets - update submittal register
google.com
WebRun opens Google Sheets to update submittal register. - Open the submittal register sheet and update each row to reflect the current status
- Add new submittals not yet in the register
- Highlight overdue or recently rejected items for easy scanning
Done when The Google Sheets register is current as of today's run.
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3
Slack - post weekly status digest
slack.com
WebRun opens Slack to post weekly status digest. - Post a digest to the project channel with a count of submittals by status: approved, under review, overdue, and rejected
- List any overdue submittals with their number, description, and days overdue
- Note any submittals approved or rejected since last Monday
Done when The team has a full weekly submittal status digest in Slack.
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 notify the contractor or sub-consultant about their submittal status?
No. The digest is internal only, posted to your Slack channel. WebRun never contacts external parties. Any formal transmittal to a contractor is drafted separately for your review.
Can it cover submittals across multiple projects at once?
Yes. WebRun reads every active project in your Newforma account each run and rolls all submittal statuses into one consolidated weekly digest, grouped by project.
What happens if a submittal was closed or withdrawn since last week?
WebRun reads live data from Newforma each run, so closed or withdrawn submittals are updated in the register automatically and excluded from the overdue count.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.