Automated Won Bid Kickoff Checklists
Every morning, WebRun checks Conest IntelliBid for bids newly marked won, reads each estimate's scope and key quantities, creates a project kickoff folder and checklist in Google Drive covering permits, material, labor, and schedule, and posts your team a Slack summary so the estimating-to-field handoff never drops a step.
How do I create a kickoff checklist when a cabling bid is won automatically?
Every morning, WebRun checks Conest IntelliBid for bids newly marked won, reads each estimate's scope and key quantities, and builds a project kickoff folder and checklist in Google Drive covering permits, material, labor, and schedule. It posts your team a Slack summary with the checklist link, so the estimating-to-field handoff runs the same way every time.
- Every won job starts with the same complete checklist
- Long-lead material and submittals surface on day one
- The estimating-to-field handoff never drops a step
Built for cabling project managers · low-voltage contractors · field operations leads · datacom install teams
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
conest.comin a real browser with your saved login - no setup, no API keys. -
1
Conest IntelliBid - find newly won bids
conest.com
WebRun finds bids newly marked won in Conest IntelliBid. - Open Conest IntelliBid and find estimates marked won or awarded since the last run
- Read each estimate's scope, headline quantities, and labor hours
- Capture the GC, project name, and contract value for each
Done when Every newly won cabling bid is listed with its scope and key numbers.
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2
Google Drive - build the kickoff checklist
drive.google.com
WebRun builds the kickoff folder and checklist in Google Drive. - Create a project kickoff folder in Google Drive named for the job
- Build a checklist covering permits, submittals, material ordering, labor, and schedule
- Pre-fill the checklist with the scope and quantities from the estimate
Done when A named kickoff folder and populated checklist exist in Google Drive for each won job.
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3
Slack - summarise the handoff
slack.com
WebRun posts the team a kickoff summary with the checklist link. - Post the team a summary of each won job with the checklist link
- Call out the first actions: submittals, long-lead material, and site access
- Keep it an internal handoff note the PM and field lead can action
Done when The team has the kickoff summary and checklist link in Slack.
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 it change the estimate in Conest IntelliBid?
No. WebRun only reads the won estimate's scope and quantities. It builds the kickoff folder and checklist in Google Drive, so nothing in your estimating file is edited.
How does it know a bid was won?
It reads the status on each estimate in Conest IntelliBid each morning and acts only on bids newly marked won or awarded, so kickoffs start the day a job comes in.
Can it customise the checklist to our process?
Yes. WebRun follows the kickoff template you give it, so the folder and checklist match how your team runs a cabling job from award to first day on site.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.