Automated Flooring Material Order Status Updates
Every morning, WebRun opens RFMS and scans all open material orders for status changes since the previous day. For each order with a new update, it drafts a clear status email to the customer and posts a Slack summary so your team can review and send the drafts before noon.
How do I automatically send flooring material order status updates to customers?
WebRun opens RFMS every morning, finds any flooring material orders whose status changed since the previous run, and drafts a clear update email for each affected customer in Gmail. Your team reviews and approves the drafts in Slack before anything is sent, keeping customers informed without manual effort.
- Every customer with an order status change gets a timely update, not silence
- Your team reviews all drafts before a single message reaches a customer
- No order status change slips through without a communication queued
Built for flooring dealers · flooring contractors · flooring installers · flooring project 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.rfms.comin a real browser with your saved login - no setup, no API keys. -
1
RFMS - find orders with new status changes
rfms.com
WebRun opens RFMS to find orders with new status changes. - Open RFMS and navigate to the open purchase orders list
- Compare current order statuses to those from the previous run
- Capture the customer name, contact email, order number, product description, and new status for every changed order
Done when Every order with a status change since the last run is listed with its updated details.
-
2
Gmail - draft customer status update emails
gmail.com
WebRun opens Gmail to draft customer status update emails. - Draft a concise, friendly status update email for each affected customer, referencing the order number and product by name
- Mention the new status clearly (for example: order confirmed, in production, shipped, ready for delivery)
- Save each message as a Gmail draft without sending
Done when A Gmail draft exists for every customer whose order status changed today.
-
3
Slack - notify team of drafts awaiting review
slack.com
WebRun opens Slack to notify team of drafts awaiting review. - Post a Slack summary listing each affected customer, order number, and status change
- Flag any orders marked as ready for delivery or delayed so your team can prioritize those first
Done when Your team has a Slack digest of all order status changes and knows which Gmail drafts need 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 email customers directly when an order status changes?
No. WebRun saves each update as a Gmail draft and posts a Slack summary for your team to review. Emails only go out after a team member approves and sends each draft.
What if an order has multiple status changes in one day?
WebRun captures the latest status for each order in the morning run. If an order moves from confirmed to shipped between runs, the draft reflects the most recent status when it is reviewed.
Does it only work with RFMS, or can it use other systems?
This template is built around RFMS at rfms.com. If your team also tracks orders in Broadlume at broadlume.com, that source can be added as a second connection in the same workflow.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.