Automated Markate Measure Appointment Reminders
Every morning, WebRun opens Markate, finds measure appointments scheduled for the next 48 hours, drafts an SMS reminder via Twilio for each customer, and logs the reminders to Google Sheets. Each message is queued for your approval before delivery.
How do I automatically remind customers about upcoming window treatment measure appointments?
WebRun checks Markate every morning for measure appointments in the next 48 hours, drafts an SMS reminder for each customer via Twilio, and logs every reminder to Google Sheets. All messages are held for your approval before delivery, so no customer is texted without your sign-off.
- No-shows reduced because customers get a timely reminder before every measure visit
- Every reminder reviewed before it reaches the customer
- A clear Google Sheets log tracks every upcoming appointment and reminder status
Built for window treatment installers · blinds and shades businesses · home improvement contractors
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
app.markate.comin a real browser with your saved login - no setup, no API keys. -
1
Markate - find appointments in the next 48 hours
markate.com
WebRun opens Markate to find appointments in the next 48 hours. - Open Markate and navigate to the Schedule view
- Filter for measure appointments in the next 48 hours
- Capture the customer name, phone number, appointment date and time, and address for each
Done when Every upcoming measure appointment has been listed with customer contact details.
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2
Twilio - draft SMS reminders for each customer
twilio.com
WebRun opens Twilio to draft SMS reminders for each customer. - Compose a concise SMS reminder for each customer including the appointment date, time, and address
- Queue each message as a draft for review before sending. Do not send without approval.
Done when A draft reminder is queued in Twilio for every appointment in the next 48 hours.
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3
Google Sheets - log reminders sent and pending approval
google.com
WebRun opens Google Sheets to log reminders sent and pending approval. - Append a row for each appointment with customer name, appointment time, phone number, and reminder status
- Mark each row as Pending Approval until the message is approved and sent
Done when The appointment reminder log in Google Sheets reflects all upcoming measure slots.
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 text customers automatically without my review?
No. Every SMS is drafted and queued for your approval before it is sent. No customer receives a message until you confirm it, so accidental or incorrect reminders cannot go out on their own.
How far ahead does it look for appointments?
It looks 48 hours ahead each morning by default, giving customers a timely heads-up. You can adjust the lead time when you configure the workflow.
What if an appointment is rescheduled or cancelled in Markate?
WebRun reads live appointment data from Markate each run, so cancelled or rescheduled slots are skipped and no reminder is drafted for them.
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