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Automated Markate Daily Job Digest

Every morning, WebRun opens Markate, collects all jobs for the day across installations, measures, and follow-ups, calculates the day's expected revenue, and posts a structured digest to Slack with any open flags highlighted before the workday begins.

Runs on WebRun · Strict Lockdown policy
Every day at 6:30 AM WebRunorchestrates each step
1 Markate collect all jobs and revenue for the day
2 Slack post the daily job and revenue digest
In short

How do I get a daily window treatment job and revenue summary in Slack each morning?

WebRun opens Markate every morning and collects all window treatment jobs scheduled for the day across installs, measures, and service visits. It calculates expected revenue, groups jobs by crew, highlights any open flags, and posts the full digest to Slack before the workday begins, giving your team instant visibility with no manual prep.

  • The whole team sees the day's jobs, revenue, and open flags before 7 AM
  • Missing crew or address issues caught before the crew leaves base
  • No manual schedule compilation needed each morning

Built for window treatment business owners · blinds and shades operations managers · home improvement dispatch teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.markate.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Markate - collect all jobs and revenue for the day
    markate.com
    WebRun in Markate: collect all jobs and revenue for the day
    WebRun opens Markate to collect all jobs and revenue for the day.
    • Open Markate and navigate to today's schedule
    • Collect all jobs across install, measure, and service visit types scheduled for today
    • Sum the estimated revenue for the day from job totals
    • Identify any jobs missing crew assignment, address, or customer contact details
    • Note any jobs flagged as urgent or with customer-specific instructions

    Done when All today's jobs are collected with revenue total, crew assignments, and any open flags.

  3. 2
    Slack - post the daily job and revenue digest
    slack.com
    WebRun in Slack: post the daily job and revenue digest
    WebRun opens Slack to post the daily job and revenue digest.
    • Post a structured daily digest to the ops Slack channel with total jobs, expected revenue, jobs by type, and crew breakdown
    • List any flagged jobs with their specific issues at the top of the post
    • Keep the format consistent so the team can scan it in under 60 seconds

    Done when The daily job digest is live in Slack before the workday starts.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.markate.com
ScheduleRuns automatically on this cadence
Every day at 6:30 AM
DeliveryHow each run's result reaches you
Daily digest · Slack
OutputWhat each run produces - A Slack daily digest covering total jobs, expected revenue, crew assignments, job types, and any open flags for today.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it contact customers or technicians as part of the digest?

No. The digest is an internal Slack post only. No customer or crew member is messaged automatically. It is a read-only summary for your team's awareness.

What counts as an open flag in the digest?

Jobs with missing crew assignments, incomplete addresses, no customer phone number, or any custom flag you have set in Markate are surfaced at the top of the digest so they can be resolved before the day starts.

Can I see yesterday's revenue in the digest too?

The digest focuses on today's scheduled work and revenue. You can configure a separate end-of-day summary if you also want a previous-day rollup.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.