Automated Order Routing by Area
Every few minutes, WebRun reads new unassigned orders from your Google Sheets intake log, looks up each appraiser's coverage area and current workload from the roster tab, assigns the order to the best-matched appraiser, updates the log, and posts a Slack assignment alert so the appraiser knows to accept the order.
How do I automatically route appraisal orders to the nearest available appraiser?
WebRun reads your order intake log in Google Sheets every few minutes, matches each unassigned order to the nearest available appraiser based on coverage area and current workload, updates the log with the assignment, and posts a tagged Slack alert so the appraiser knows to act immediately.
- Every new order assigned within minutes of arriving
- Orders always go to an appraiser in the right coverage area
- No unassigned orders sit in the log overnight
Built for appraisal firms · appraisal management companies · multi-appraiser teams · residential appraisal offices
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
sheets.google.comin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read orders and appraiser roster
google.com
WebRun opens Google Sheets to read orders and appraiser roster. - Open the order intake log and find rows with no appraiser assigned
- Read the subject property county or zip code for each unassigned order
- Open the appraiser roster tab and find appraisers whose coverage area includes that county or zip
- Select the appraiser with the fewest active orders from the eligible candidates
- Update the order row with the assigned appraiser name and timestamp
Done when Every unassigned order has an appraiser matched and recorded in the intake log.
-
2
Slack - post assignment alert
slack.com
WebRun opens Slack to post assignment alert. - Post a Slack assignment alert to the appraisal team channel naming the assigned appraiser, the property address, and the order number
- Tag the assigned appraiser in the message so they are notified directly
- Include the order due date so the appraiser knows the urgency
Done when The assigned appraiser has a Slack notification with the order details and due date.
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
How does it know each appraiser's coverage area?
It reads the coverage counties or zip codes from the appraiser roster tab in your Google Sheets file. Keep that roster current and WebRun will always route to someone qualified and geographically eligible.
What if no appraiser covers the property location?
WebRun posts a Slack alert flagging the order as unroutable and leaves it unassigned in the log so a manager can handle it manually. It never assigns an order outside an appraiser's stated coverage area.
Does it confirm acceptance from the assigned appraiser?
No. WebRun assigns and notifies in Slack, but acceptance happens outside the automation. The appraiser confirms in your normal process, and you update the intake log accordingly.
Related templates
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