Get finished appraisal reports out to clients on time
Every morning, WebRun opens Rouse Services, finds finished valuation reports that have not gone out yet, drafts a delivery email for each client in Gmail for you to review, and posts a Slack list of who is still waiting on their report.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get finished equipment appraisal reports out to clients faster?
WebRun checks Rouse Services every morning for valuation reports marked complete, drafts a delivery email with the report attached in Gmail for each client, and leaves every draft unsent for your review. It then posts a Slack list ranking the most overdue reports first, so no finished appraisal sits undelivered.
- Finished reports stop sitting in a queue unsent
- Clients get their valuation report within 2 business days
- Your team sees exactly who is still waiting, every morning
Built for machinery appraisers · equipment valuation firms · heavy equipment appraisers · appraisal office managers
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.rouseservices.comin a real browser with your saved login - no setup, no API keys. -
1
Rouse Services - find completed reports awaiting delivery
rouseservices.com How to Automate Rouse Services
WebRun opens Rouse Services to find completed reports awaiting delivery. - Open Rouse Services and filter valuation reports to Completed
- Check which completed reports have not been marked as sent to the client
- Capture the client name, asset description, and report date for each
Done when Every completed report has been checked against its delivery status.
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2
Gmail - draft delivery emails for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft delivery emails for review. - Draft a short delivery email for each undelivered report with the report attached
- Leave every draft unsent in your outbox for review
- Flag any report waiting more than 2 business days
Done when A delivery draft exists for every completed report still owed to a client.
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3
Slack - list who still needs their report
slack.com How to Automate Slack
WebRun opens Slack to list who still needs their report. - Post a list of clients still waiting on their report
- Put the oldest, most overdue reports first
Done when Your team has today's delivery list 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
Will it email the report to the client without me?
No. Every delivery email is drafted in Gmail and left unsent. Nothing goes to a client until you review and send it yourself.
How does it know a report is ready to send?
It reads the report status directly in Rouse Services each morning, so only reports marked Completed show up on the delivery list.
What if a report was already sent?
It checks the live delivery status each run, so any report already marked as sent is skipped automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.