Automated Inspection Agent Referral Pipeline Report
Every Monday, WebRun opens Spectora and reviews the past week's completed jobs, groups each job by referring agent, calculates referral counts and total revenue per agent, logs the results in a Google Sheet, and posts a ranked summary to Slack so you can see which agents are driving the most business.
How do I get a weekly report of referrals and revenue by real estate agent?
Every Monday WebRun opens Spectora, reviews the past week's completed jobs, groups them by referring agent, and tallies referral counts and revenue per agent. It logs the results in Google Sheets and posts a ranked summary to Slack, giving you an instant view of which agents are driving the most business each week.
- Top-referring agents are identified every Monday without manual data pulling
- Cumulative agent referral history builds automatically in Google Sheets
- The team sees which agents to prioritise for relationship-building each week
Built for inspection company owners · inspection business managers · multi-inspector firms tracking agent relationships
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
spectora.comin a real browser with your saved login - no setup, no API keys. -
1
Spectora - pull last week's completed jobs by agent
spectora.com
WebRun opens Spectora to pull last week's completed jobs by agent. - Open Spectora and filter completed jobs to the past seven days
- For each job, read the referring agent name, brokerage, job fee, and completion date
- Group the jobs by agent to prepare for tallying
Done when All last week's completed jobs are grouped by referring agent with their fees.
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2
Google Sheets - log and tally referrals and revenue
google.com
WebRun opens Google Sheets to log and tally referrals and revenue. - Open the agent pipeline tracking sheet
- Append a weekly summary row for each agent with their referral count and total revenue for the week
- Update each agent's running totals in the cumulative tab
Done when Last week's referral counts and revenue figures are logged per agent in the sheet.
-
3
Slack - post ranked agent pipeline summary
slack.com
WebRun opens Slack to post ranked agent pipeline summary. - Post a ranked summary to the team Slack channel listing each agent by referral count for the week
- Include each agent's revenue contribution alongside their referral count
- Highlight the top-referring agent for the week
Done when This week's agent pipeline summary is posted in Slack for the team to 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
Is this report sent to agents or is it internal only?
This is an entirely internal report. It is posted to your team Slack channel and logged in a private Google Sheet. No data is shared with agents or any external party.
Can it track cumulative referrals across months, not just the past week?
Yes. WebRun appends each weekly run to the Google Sheet, so cumulative totals build up over time and you can review any agent's full referral history at any point.
Does it work with ISN or HomeGauge as well as Spectora?
Yes. If your jobs and referring agent data live in ISN (inspectionsupport.com) or HomeGauge (homegauge.com), WebRun can pull the report from those platforms instead.
Related templates
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