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Automated Dental Lab Proof of Delivery Chasing

Every morning, WebRun opens Evident to find cases marked delivered but lacking a signed proof of delivery, scans Gmail for any acknowledgment emails from those practices, identifies which ones remain unconfirmed, and posts a chase list to Slack. For any case unconfirmed for more than two days, WebRun also queues a draft SMS via Twilio for your dispatch team to review before it is sent.

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Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Evident find delivered cases with no proof of delivery
2 Gmail check for practice acknowledgment emails
3 Slack post the proof-of-delivery chase list
4 Twilio queue draft SMS for cases unconfirmed over two days
In short

How do I automatically chase proof of delivery for dental lab cases?

Every morning, WebRun checks Evident for cases marked delivered but lacking a proof-of-delivery record, cross-references Gmail for practice acknowledgments, and posts the remaining unconfirmed deliveries to Slack. For cases unconfirmed after two days, WebRun queues a draft SMS in Twilio for dispatch team review before any message is sent to a practice.

  • Unconfirmed deliveries are visible every morning before invoicing is delayed
  • Cases acknowledged by email are automatically removed from the chase list
  • Draft SMS reminders are ready for dispatch review for cases over two days old

Built for dental lab dispatch teams · dental lab operations managers · dental laboratory owners

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 www.evidentdigital.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Evident - find delivered cases with no proof of delivery
    • Open Evident and filter cases by status Delivered without a proof-of-delivery record
    • Capture the case number, doctor name, practice, delivery date, and days since delivery
    • Flag any case delivered more than two days ago as overdue for confirmation

    Done when All delivered cases without a proof-of-delivery record are listed with days since delivery.

  3. 2
    Gmail - check for practice acknowledgment emails
    gmail.com
    WebRun in Gmail: check for practice acknowledgment emails
    WebRun opens Gmail to check for practice acknowledgment emails.
    • Search Gmail for emails from the practice domains of the unconfirmed cases
    • Look for any delivery acknowledgment, received confirmation, or case acceptance email
    • Match any found acknowledgments to the open chase list and remove those cases

    Done when Any cases acknowledged by email are removed from the chase list.

  4. 3
    Slack - post the proof-of-delivery chase list
    slack.com
    WebRun in Slack: post the proof-of-delivery chase list
    WebRun opens Slack to post the proof-of-delivery chase list.
    • Post the remaining unconfirmed delivery chase list to the dispatch Slack channel
    • Sort by days since delivery, oldest first
    • Note which cases are also queued for a draft SMS follow-up

    Done when Dispatch team has the proof-of-delivery chase list in Slack.

  5. 4
    Twilio - queue draft SMS for cases unconfirmed over two days
    twilio.com
    WebRun in Twilio: queue draft SMS for cases unconfirmed over two days
    WebRun opens Twilio to queue draft SMS for cases unconfirmed over two days.
    • For each case unconfirmed for more than two days, draft a short SMS to the practice contact
    • The SMS asks for a quick confirmation that the case was received
    • Queue the draft for dispatch team review before any message is sent

    Done when One draft SMS is queued in Twilio for each case overdue for confirmation, all held for review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.evidentdigital.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
POD chase list · Slack
OutputWhat each run produces - A daily chase list of unconfirmed deliveries sorted by age, with draft SMS messages queued in Twilio for dispatch team review on cases over two days old.
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

Will it send SMS messages to dental practices without approval?

No. Every SMS is queued as a draft in Twilio and held for your dispatch team to review. No message reaches a practice until a person approves and sends it.

Why does it check Gmail before posting the chase list?

Some practices email a delivery acknowledgment rather than using a portal. Checking Gmail first removes those cases from the chase list so your team is not chasing confirmed deliveries.

What if a case was delivered to the wrong practice?

The chase list shows the practice name and case number. If your dispatch team sees a mismatch, they can investigate before any follow-up message goes out.

Keep going

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