Chase missing details on open valuation requests
Every Monday, WebRun opens Rouse Services, finds valuation requests waiting on client information, checks DocuSign for any engagement letter still unsigned, drafts one follow up email per client in Gmail for you to review, and posts this week's tracker to Telegram.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up on equipment valuation requests waiting on information or signatures?
WebRun checks Rouse Services every Monday for valuation requests stuck waiting on client information, checks DocuSign for engagement letters still unsigned, and drafts one follow up email in Gmail naming everything outstanding for your review. It posts a Telegram list ranking the longest waiting requests first, so no valuation stalls on a missing detail or a missing signature.
- Stalled valuation requests get a follow up within a week
- Missing signatures and missing details get chased in one email
- Your team sees every open request ranked by wait time in Telegram
Built for machinery appraisers · equipment valuation firms · appraisal office managers · independent appraisers
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 requests waiting on client info
rouseservices.com How to Automate Rouse Services
WebRun opens Rouse Services to find requests waiting on client info. - Open Rouse Services and filter valuation requests to Pending Info
- Capture what is still missing for each: photos, title, hours, or usage history
- Note how many days each request has been waiting
Done when Every pending request has its missing items and wait time listed.
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2
DocuSign - check for unsigned engagement letters
docusign.com How to Automate DocuSign
WebRun opens DocuSign to check for unsigned engagement letters. - Check whether each request's engagement letter has been signed in DocuSign
- Flag any request still waiting on a signature
Done when Every pending request has its engagement letter status confirmed.
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3
Gmail - draft follow up emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow up emails. - Draft a polite follow up email for each client naming exactly what is missing, including an unsigned engagement letter
- Leave every draft unsent in your outbox for review
- Flag requests waiting more than 5 business days
Done when A follow up draft exists for every request still waiting on the client.
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4
Telegram - post who still owes details
telegram.org How to Automate Telegram
WebRun opens Telegram to post who still owes details. - Post a list of open requests and who still owes information or a signature
- Put the longest waiting requests first
Done when Your team has this week's follow up list in Telegram.
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 clients without me?
No. Every follow up is drafted in Gmail and left unsent. You review and send each one yourself.
Does it chase a signature the same way as missing photos?
Yes. It checks DocuSign for an unsigned engagement letter the same way it checks Rouse Services for missing photos, hours, or usage history, and folds both into one follow up email.
What if the client already sent the missing details or signed?
It checks the current request status in Rouse Services and the signature status in DocuSign each Monday, so anyone already complete is skipped automatically.
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