Automated Draft Appraisal Review Reminders
Every morning, WebRun opens Rouse Services, finds draft reports sitting in QC review, confirms the draft document exists in Google Drive, and posts a Slack reminder to the assigned reviewer naming the client and deadline.
How do I keep draft equipment appraisal reports from stalling in review?
WebRun checks Rouse Services every morning for draft reports sitting in QC review, confirms the draft document exists in Google Drive, and posts a Slack reminder to the assigned reviewer naming the client and deadline. It flags any draft waiting more than 3 business days, so a finished valuation never stalls quietly in review.
- Draft reports stop sitting untouched in the review queue
- Reviewers get reminded by name, not a general channel post
- Reports stuck 3 or more days get flagged before the deadline slips
Built for machinery appraisers · appraisal quality control reviewers · appraisal firms · 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.
-
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 drafts waiting on review
rouseservices.com
WebRun opens Rouse Services to find drafts waiting on review. - Open Rouse Services and filter reports to Draft, Pending Review
- Capture the assigned reviewer and the client deadline for each
Done when Every draft awaiting review is listed with its reviewer and deadline.
-
2
Google Drive - confirm the draft document is ready
google.com
WebRun opens Google Drive to confirm the draft document is ready. - Confirm the draft report document exists in the shared review folder
- Flag any draft marked pending review with no document on file
Done when Every pending review has a confirmed draft document, or is flagged if missing.
-
3
Slack - remind the assigned reviewer
slack.com
WebRun opens Slack to remind the assigned reviewer. - Post a reminder to the assigned reviewer naming the client and deadline
- Flag any draft that has sat in review more than 3 business days
Done when Every reviewer has been reminded of their pending drafts.
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
Does it approve or edit the draft report?
No. It only checks status and reminds the assigned reviewer. A human always reviews and approves the report before it goes to the client.
How does it decide who to remind?
It reads the reviewer assigned to each draft in Rouse Services, so the reminder always goes to the right person, not a general channel.
What if a draft is stuck because the document is missing?
It flags that separately in Slack so your team can chase the document instead of waiting on a reviewer who has nothing to review.
Related templates
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