Automated TazWorks Daily Order Intake Summary
Every morning, WebRun opens TazWorks, pulls every order placed in the last 24 hours, logs each one to a Google Sheet with the client and package type, and emails your ops manager a short intake summary so volume trends are visible before the day starts.
How do I get a daily summary of new background check orders?
WebRun opens TazWorks each morning, pulls every order placed in the prior 24 hours, and logs each one to a sheet with the client and package type. It then emails your ops manager a short intake summary with total volume and a package breakdown, so the team sees yesterday's demand before the day's queue even starts moving.
- Ops managers see yesterday's order volume before the queue starts moving
- Package-type and client breakdowns are ready without a manual pull
- Monthly volume trends build automatically in the tracking sheet
Built for CRA operations teams · background screening companies · ops managers · screening coordinators
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.tazworks.comin a real browser with your saved login - no setup, no API keys. -
1
TazWorks - pull yesterday's new orders
tazworks.com
WebRun opens TazWorks to pull yesterday's new orders. - Open TazWorks and filter orders created in the last 24 hours
- Capture the client, package type, and applicant for each new order
- Total the count by client and by package type
Done when Every order placed yesterday is captured with client and package details.
-
2
Google Sheets - log volume by client and package
google.com
WebRun opens Google Sheets to log volume by client and package. - Log each new order as a row with client, package, and timestamp
- Update the running monthly volume total by client
Done when Yesterday's orders are logged and the running volume totals are current.
-
3
Gmail - email the intake summary
gmail.com
WebRun opens Gmail to email the intake summary. - Draft the intake summary email with total volume, top clients, and package breakdown
- Send it to your ops manager's inbox each morning
Done when Your ops manager has the intake summary in their inbox before the day starts.
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 this go to clients or only internal staff?
Only internal staff. The summary email goes to your ops manager's own inbox. It never contacts a client or applicant.
What counts as a new order?
Any order created in TazWorks in the prior 24 hours, based on its creation timestamp, so the count always matches what actually came in.
Can I track volume trends over time?
Yes. Every order is also logged to a sheet with a running monthly total by client, so you can see trends beyond a single day's snapshot.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.