Automated Calibration Certificate Delivery Drafts
Every morning, WebRun opens IndySoft, finds calibrations completed since the last run, drafts a professional certificate delivery email for each customer in Gmail, and logs the delivery status in a Google Sheet for your records.
How can I automatically draft calibration certificate delivery emails for customers?
WebRun opens IndySoft every morning, finds calibrations completed since the last run, and drafts a professional certificate delivery email for each customer in Gmail for your team to review and send. It also logs every job in Google Sheets, so your certificate delivery pipeline stays organized without manual chasing.
- Every completed calibration gets a draft delivery email on the same day
- No certificate sits in IndySoft undelivered for days
- A Google Sheets log gives full visibility of delivery status at a glance
Built for calibration lab technicians · quality managers · commercial calibration labs · metrology service providers
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.indysoft.comin a real browser with your saved login - no setup, no API keys. -
1
IndySoft - find newly completed calibrations
indysoft.com
WebRun opens IndySoft to find newly completed calibrations. - Open IndySoft and filter calibration records to those completed since the previous run
- Capture the asset ID, certificate number, customer name, contact email, and pass or fail result
- Skip any calibration whose certificate email has already been drafted or sent
Done when All newly completed calibrations are listed with customer contact details and certificate references.
-
2
Gmail - draft certificate delivery email per customer
gmail.com
WebRun opens Gmail to draft certificate delivery email per customer. - Draft a professional certificate delivery email for each customer, naming the instrument, certificate number, and result
- Attach a note to reference the IndySoft record number
- Leave every draft for a team member to review and send. Do not send automatically.
Done when A draft delivery email is queued in Gmail for every newly completed calibration.
-
3
Google Sheets - log delivery status and certificate reference
google.com
WebRun opens Google Sheets to log delivery status and certificate reference. - Append a row for each completed calibration with the date, customer, certificate number, and draft status
- Mark the row as Drafted so duplicates are skipped on the next run
Done when The certificate delivery log is updated with today's completed jobs.
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 certificate emails to customers automatically?
No. Every email is drafted in Gmail and held for your team to review before sending. Nothing reaches a customer without a human approving it first.
How does it know which calibrations are new since the last run?
It reads the completion date on each IndySoft record and compares it to the log in Google Sheets, so only genuinely new completions get a draft email.
What if the same calibration is completed and re-opened?
The Google Sheets log tracks which certificate numbers have already been drafted, so reopened or amended records are not double-emailed.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.