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Automated Special Order Arrival Notices for Nurseries

Every morning, WebRun opens SBI Software, finds special orders that were received since the last run, drafts a friendly pickup notice for each customer, logs each notification to a tracking sheet, and queues the drafts in Gmail for a staff member to review and send.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 SBI Software find newly received special orders
2 Google Sheets log notification status
3 Gmail draft pickup notice for staff to send
In short

How do I automatically notify customers when their special plant order arrives?

WebRun opens SBI Software every morning, finds special orders received since the last check, drafts a personalised pickup notice in Gmail for each customer, and logs every notification in a Google Sheet. Staff review and send each draft, so customers hear about their plants quickly without any manual chase.

  • Customers hear about their orders the same day they arrive
  • Staff spend seconds, not minutes, on each notification
  • Every notification is logged so nothing falls through the cracks

Built for garden center owners · plant nursery staff · retail nursery managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens sbisoftware.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    SBI Software - find newly received special orders
    sbisoftware.com
    WebRun in SBI Software: find newly received special orders
    WebRun opens SBI Software to find newly received special orders.
    • Open SBI Software and navigate to the special orders module
    • Filter for orders with a received date of today or since the last run
    • Capture customer name, email, order number, item description, and pickup location for each order
    • Skip orders that already have a notification sent flag

    Done when Every newly received special order is listed with customer contact details.

  3. 2
    Google Sheets - log notification status
    google.com
    WebRun in Google Sheets: log notification status
    WebRun opens Google Sheets to log notification status.
    • Open the special-order notification tracker sheet
    • Append each newly received order with customer name, order number, item, and notification status set to pending

    Done when All newly received special orders are logged as pending notification.

  4. 3
    Gmail - draft pickup notice for staff to send
    gmail.com
    WebRun in Gmail: draft pickup notice for staff to send
    WebRun opens Gmail to draft pickup notice for staff to send.
    • Draft a friendly pickup notice for each customer with order details, pickup hours, and your store address
    • Leave each email as a draft for staff to review before sending. Do not send automatically.
    • Use the customer name and item description to personalise each draft

    Done when One draft pickup notice per customer is sitting in Gmail drafts, ready for staff to review and send.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
sbisoftware.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Notification log · Google Sheets
OutputWhat each run produces - One draft pickup notice per customer in Gmail drafts, plus a logged entry in the notification tracker sheet.
Draft emails
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email customers without staff reviewing the message first?

No. Every pickup notice is left as a Gmail draft for a staff member to review and personalise before sending. No customer email goes out automatically.

What if the same customer has multiple special orders arriving at once?

WebRun drafts one notice per order so each item is clearly referenced. Staff can combine them before sending if they prefer.

How does it know which orders are new since the last run?

It filters SBI Software for orders with a received date on or after the previous run date, so no order is processed twice.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.