Automated Calibration Lab Review Request Emails
Every morning, WebRun checks IndySoft for calibration jobs completed and delivered in the past 48 hours, drafts a brief review request email for each customer in Gmail, and logs the outreach in Mailchimp so repeat requests are automatically suppressed.
How do I automatically ask customers for reviews after a calibration job is delivered?
WebRun checks IndySoft every morning for calibration jobs completed and delivered in the past 48 hours, drafts a personalised review request email for each eligible customer in Gmail for your team to approve and send, and logs each outreach in Mailchimp to suppress repeat requests for 90 days, so your lab builds reviews consistently without manual effort.
- Every delivered calibration job triggers a timely, personalised review request
- No customer is asked twice thanks to Mailchimp suppression
- Your team sends polished review requests in seconds, not minutes
Built for calibration lab managers · commercial calibration services · quality lab administrators · 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.
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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 jobs completed and delivered in past 48 hours
indysoft.com
WebRun opens IndySoft to find jobs completed and delivered in past 48 hours. - Open IndySoft and filter calibration jobs completed and certificate delivered in the past 48 hours
- Capture the customer name, email, instrument calibrated, and job completion date
- Skip any customer who has received a review request in the past 90 days
Done when All recently completed and delivered jobs are listed with eligible customer contact details.
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2
Gmail - draft review request email per customer
gmail.com
WebRun opens Gmail to draft review request email per customer. - Draft a brief, friendly review request email for each customer thanking them for their business and inviting them to leave a review
- Include the instrument name and job completion date to personalise the email
- Leave each draft for a team member to approve and send. Do not send automatically.
Done when A draft review request is staged in Gmail for each eligible customer.
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3
Mailchimp - log outreach and suppress repeat requests
mailchimp.com
WebRun opens Mailchimp to log outreach and suppress repeat requests. - Add each customer to a review-requested Mailchimp tag after the draft is created
- Use the tag to suppress repeat review requests for 90 days
Done when Reviewed customers are tagged in Mailchimp to prevent repeat outreach.
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 the review request to customers without approval?
No. Every review request is drafted in Gmail for a team member to review and send. No email leaves your account automatically.
How does it avoid asking the same customer multiple times?
It tags each contacted customer in Mailchimp and checks that tag before drafting, so customers are not asked for a review more than once every 90 days.
Which review platform does it link to in the email?
You specify the review link (Google Business, Trustpilot, or any other platform) when setting up the workflow, and it is included in every draft automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.