Collect rebate paperwork before the deadline
Every morning, WebRun opens FieldGroove, finds rebate jobs missing an energy-audit form, utility bill, or signed agreement, drafts a friendly request email in Gmail and a DocuSign signature packet for each homeowner, and posts a Slack list of which rebate files are still incomplete.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I collect insulation rebate paperwork before the deadline automatically?
WebRun keeps rebate paperwork moving. Each morning it opens FieldGroove, finds rebate jobs missing an audit form, utility bill, or signed agreement, drafts a request email in Gmail, and prepares a DocuSign signature packet for each homeowner. It posts a Slack status list sorted by deadline, so no rebate lapses for want of a form.
- No rebate lapses for a missing form
- Every request and packet is drafted for review
- Files sort by nearest program deadline
Built for insulation contractors · weatherization crews · rebate coordinators · field-service teams
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
app.fieldgroove.comin a real browser with your saved login - no setup, no API keys. -
1
FieldGroove - find incomplete rebate files
fieldgroove.com How to Automate FieldGroove
WebRun opens FieldGroove to find rebate jobs missing paperwork. - Open FieldGroove and list jobs tagged as rebate or utility program
- Check each for the required audit form, utility bill, and signed agreement
- Capture which documents are still missing and any program deadline
Done when Every rebate job has a list of the documents it is still missing.
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2
Gmail - draft document requests
gmail.com How to Automate Gmail
WebRun drafts each rebate document request in Gmail and leaves it unsent. - Draft a clear request email to each homeowner naming exactly what is missing
- Explain why the utility program needs it and note the deadline
- Leave every email unsent as a draft for you to review and send
Done when A document request email sits drafted, unsent, for each incomplete file.
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3
DocuSign - prepare signature packets
docusign.com How to Automate DocuSign
WebRun prepares each rebate signature packet in DocuSign as a draft. - Prepare a DocuSign packet with the rebate agreement pre-filled from the job
- Set the homeowner as the recipient and place the signature fields
- Leave the envelope in draft for you to review before it is sent
Done when A signature packet is prepared in draft for every file needing a signed agreement.
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4
Slack - report what is outstanding
slack.com How to Automate Slack
WebRun posts the outstanding rebate document list to Slack. - Post a list of rebate files with the documents still outstanding
- Sort by the nearest program deadline first
- Link each row to its FieldGroove job
Done when You have today's outstanding rebate document list in Slack.
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 homeowners or send signature packets on its own?
No. WebRun drafts the request email in Gmail and prepares the DocuSign packet in draft, then leaves both for you to review and send. Nothing goes to a homeowner without your approval.
How does it know which documents are missing?
It reads each rebate job in FieldGroove against the required set of audit form, utility bill, and signed agreement, and lists exactly which of those are not yet on file.
What if a homeowner already returned everything?
It rechecks FieldGroove each morning, so once a document is attached the file drops off the outstanding list and no further request is drafted.
Related templates
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