Automated Install Readiness Checks
Every morning, WebRun opens D-Tools to review jobs scheduled in the next 7 days, checks each one for missing pre-install requirements such as site access, equipment delivery confirmation, or signed drawings, drafts a Gmail prompt for the relevant contact, and posts a Slack readiness digest to your project team.
How do I automatically check AV job readiness before an install date?
Every morning, WebRun scans D-Tools for jobs starting within 7 days, checks each one for missing pre-install steps like site access, equipment delivery, and signed drawings, drafts a Gmail prompt to the relevant contact, and posts a readiness digest in Slack so your team can fix gaps before the crew arrives.
- Missing pre-install steps surface 7 days before the crew arrives, not the morning of
- Project managers get a soonest-first Slack digest every morning
- Gmail drafts for at-risk jobs are ready to send in one click
Built for AV installers · custom integrators · AV project managers · field service coordinators
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.d-tools.comin a real browser with your saved login - no setup, no API keys. -
1
D-Tools - check upcoming jobs for missing pre-install steps
d-tools.com
WebRun opens D-Tools to check upcoming jobs for missing pre-install steps. - Open D-Tools and filter projects to those scheduled to start within the next 7 days
- For each job, review the pre-install checklist: site access confirmed, equipment on-site or confirmed delivered, engineered drawings signed off, and permits in place
- List every job where one or more pre-install steps are not yet complete, noting which steps are missing
Done when All upcoming jobs with incomplete pre-install steps are identified, with the specific missing items noted.
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2
Gmail - draft prompt to project contact
gmail.com
WebRun opens Gmail to draft prompt to project contact. - Open Gmail and draft a polite prompt email to the relevant project contact for each at-risk job
- Reference the job name, start date, and the specific missing items that need resolving
- Save each email as a draft for the project manager to review and send. Do not send automatically
Done when A Gmail draft exists for every at-risk job, addressed to the relevant contact and listing the missing pre-install steps.
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3
Slack - post readiness digest to team
slack.com
WebRun opens Slack to post readiness digest to team. - Post a readiness digest to the project team Slack channel
- List each at-risk job with its start date and the missing steps, sorted soonest-first
- Mark fully ready jobs as clear so the team knows which installs are confirmed
Done when The project team has a Slack readiness digest showing which upcoming jobs need attention and which are clear.
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 send emails to clients without my review?
No. WebRun saves each prompt as a Gmail draft for the project manager to review, adjust, and send. Nothing goes to a client contact without human sign-off, so your team controls every external communication.
Which pre-install steps does it check?
By default it checks for site access confirmation, equipment delivery status, signed drawings, and permits. You can add or remove checklist items to match your own pre-install process in D-Tools.
How far ahead does it look?
It reviews all jobs scheduled to start within the next 7 days. You can adjust that window to give your team more or less lead time depending on your typical project complexity.
Related templates
Put this on autopilot.
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