Automated Exotel New Line Setup Checklist
When a new Exotel number or IVR line is requested, WebRun opens the Exotel console to confirm what has been provisioned so far, books a Google Calendar task for whatever configuration is still outstanding, and notifies IT in Microsoft Teams so the request does not stall.
How do I track setup steps for a new Exotel line?
WebRun checks the Exotel console whenever a new number or IVR line is requested, works out what setup is still outstanding, books a Google Calendar task covering it, and notifies IT in Microsoft Teams, so new line requests get a tracked checklist instead of relying on someone remembering the steps.
- Every new line request gets a tracked setup checklist
- IT is notified the same day a request comes in
- Nothing outstanding gets forgotten between requests
Built for IT teams · telecom admins · call center ops · business phone admins
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
my.exotel.comin a real browser with your saved login - no setup, no API keys. -
1
Exotel - check current provisioning status
exotel.com
WebRun opens Exotel to check current provisioning status. - Open the Exotel console and find the newly requested number
- Check whether the number, IVR flow, and call routing are set
- List what is still outstanding for that line
Done when The outstanding setup steps for the new line are known.
-
2
Google Calendar - book a configuration task
calendar.google.com
WebRun opens Google Calendar to book a configuration task. - Add a task on the IT admin's calendar for the outstanding steps
- Set it for the same business day the request came in
- Include the Exotel line ID in the task details
Done when A calendar task exists covering every outstanding setup step.
-
3
Microsoft Teams - notify IT
microsoft.com
WebRun opens Microsoft Teams to notify IT. - Post a message to the IT channel naming the new line request
- List what is outstanding and the calendar task time
- Note who requested the line
Done when IT has been notified in Teams with the outstanding checklist.
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 WebRun configure the Exotel line itself?
No. It reads the current setup status and tracks what is outstanding. Configuration is still done by your IT team, WebRun just makes sure nothing is forgotten.
What if the line is already fully configured?
Then there is nothing outstanding to track, no calendar task is created, and IT is not notified for that request.
How is the request tracked over time?
Through the calendar task, which stays open until the outstanding setup steps are checked again on a later run and found complete.
Related templates
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