All templates

Automated Eclipse Job Release Scheduling

Every morning, WebRun opens Epicor Eclipse, finds job orders with a scheduled material release in the next 3 business days, drafts a heads-up email in Gmail to the job site contact, and posts your warehouse team a Slack digest of what to pull and stage before each release date.

Runs on WebRun · Strict Lockdown policy
Every morning at 7:30 AM WebRunorchestrates each step
1 Epicor Eclipse find releases due in the next few days
2 Gmail draft a heads-up to the job site
3 Slack tell the warehouse what to stage
In short

How do I track upcoming job material releases automatically before they slip?

WebRun checks Epicor Eclipse every morning for job orders with a material release due in the next 3 business days, drafts a heads-up email in Gmail to the job site contact, and posts your warehouse team a Slack digest of what to pull and stage. Every job site email stays a draft until your coordinator reviews and sends it.

  • Warehouse staff know exactly what to stage days before a job site needs it
  • Job site contacts get a heads-up before a release date, not a surprise on delivery day
  • Shortages surface early enough for purchasing to expedite before the release date

Built for electrical distributors · project coordinators · branch warehouse teams · outside sales reps

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.epicor.com/en-us/products/enterprise-resource-planning-erp/eclipse in a real browser with your saved login - no setup, no API keys.

  2. 1
    Epicor Eclipse - find releases due in the next few days
    epicor.com
    WebRun in Epicor Eclipse: find releases due in the next few days
    WebRun opens Epicor Eclipse to find releases due in the next few days.
    • Open the Eclipse job order schedule and filter to releases due in the next 3 business days
    • Capture the job name, release phase, items, quantity, and job site contact for each
    • Flag any release where the linked items are still short or on backorder

    Done when Every release due in the next 3 business days is listed with its items and status.

  3. 2
    Gmail - draft a heads-up to the job site
    gmail.com
    WebRun in Gmail: draft a heads-up to the job site
    WebRun opens Gmail to draft a heads-up to the job site.
    • Draft a short heads-up to the job site contact confirming the release date and what's shipping
    • Note anything short or on backorder so there are no surprises on-site
    • Leave every draft unsent in Gmail for the project coordinator to review and send

    Done when A heads-up draft is waiting in Gmail for every upcoming job release.

  4. 3
    Slack - tell the warehouse what to stage
    slack.com
    WebRun in Slack: tell the warehouse what to stage
    WebRun opens Slack to tell the warehouse what to stage.
    • Post the week's release schedule to the warehouse channel, ordered by release date
    • Flag any release that's short on stock so purchasing can expedite it
    • Tag the branch manager on releases due within 24 hours

    Done when The warehouse team has a current staging list for every job release due this week.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.epicor.com/en-us/products/enterprise-resource-planning-erp/eclipse
ScheduleRuns automatically on this cadence
Every morning at 7:30 AM
DeliveryHow each run's result reaches you
Job release schedule · Slack
OutputWhat each run produces - A schedule of upcoming job material releases with the items, quantities, and any shortages flagged.
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 email the job site without me?

No. WebRun drafts every heads-up in Gmail and leaves it unsent, so your project coordinator reviews and sends it.

How far ahead does it flag a release?

It looks 3 business days ahead in the Eclipse job schedule, so your warehouse has enough lead time to pull and stage material before the site needs it.

What happens if material for a release is on backorder?

It flags the shortage on both the job site heads-up draft and the warehouse Slack digest, so nobody assumes a short release is fully staged.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.