Automated Buildertrend Weekly Progress Reports
Every Friday, WebRun opens Buildertrend, collects the week's daily log entries, completed schedule milestones, and any uploaded site photos for each active excavation project, drafts a clear client-facing progress report in Gmail for each job, and holds every draft for your review before it is sent.
How do I send weekly progress reports to excavation clients automatically?
WebRun opens Buildertrend every Friday afternoon, collects the week's daily log entries, completed milestones, and site photos for each active excavation project, and drafts a professional client progress report in Gmail for every job. Each draft is held for your review before sending, so clients get a polished update every week without you writing a word.
- Every client gets a professional weekly update without a project manager writing one
- No progress report is sent without your review and approval
- Projects with missing daily logs are flagged before a gap reaches the client
Built for excavation contractors · construction project managers · client-facing site supervisors · general contractors
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
app.buildertrend.netin a real browser with your saved login - no setup, no API keys. -
1
Buildertrend - collect this week's logs, milestones, and photos
buildertrend.com
WebRun opens Buildertrend to collect this week's logs, milestones, and photos. - Open Buildertrend and filter the daily log section to this week's entries for each active project
- Collect completed schedule tasks and any milestones reached this week
- Note any site photos uploaded this week for reference in the report
- Capture the project name, client contact, and key activities for each job
Done when This week's activity is captured for every active excavation project.
-
2
Gmail - draft client-ready progress report for each project
gmail.com
WebRun opens Gmail to draft client-ready progress report for each project. - Draft a professional weekly progress report email for each project's client
- Summarize the week's completed activities, any milestone reached, and what is planned next
- Leave every draft unsent in Gmail for your review and approval before sending
Done when Weekly progress report drafts are waiting in Gmail for your review.
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 send the progress report to clients automatically?
No. Every report is saved as a Gmail draft for you to review, edit, and send. No client receives a report without your explicit approval.
What if there are no daily logs for a project this week?
Projects with no log entries this week are flagged separately so you know the daily log is behind, rather than generating an empty report for the client.
Can it include photos from Buildertrend in the report?
It references photos uploaded in Buildertrend this week and includes links to the Buildertrend client portal where clients can view them. Inline image attachment is a setup option.
Related templates
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