Automatic SDS Request Fulfillment
Whenever a customer requests a safety data sheet, WebRun opens JanSanix, matches the product they ordered to its SKU and current SDS on file, drafts a reply with the sheet attached in Gmail for your team to review, and logs the fulfilled request to Slack so nothing sits unanswered.
How do I automatically answer customer requests for safety data sheets?
WebRun answers safety data sheet requests as they arrive. It opens JanSanix, matches the request to the customer's product SKU, and pulls the current SDS on file. It drafts a reply in Gmail with the sheet attached and the revision date noted, then logs the fulfilled request to Slack, so customer service replies within minutes instead of digging through binders.
- Customers get the right SDS within minutes instead of a callback tomorrow
- Every request is logged so none goes unanswered
- Outdated sheets are flagged before they go out
Built for janitorial supply distributors · chemical distributor customer service · EHS coordinators · inside sales reps
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
cloud9erp.comin a real browser with your saved login - no setup, no API keys. -
1
JanSanix (Cloud 9 ERP Solutions) - find the product and its current SDS
cloud9erp.com
WebRun opens JanSanix (Cloud 9 ERP Solutions) to find the product and its current SDS. - Open JanSanix and match the request to the customer's account and the product SKU in question
- Pull the current safety data sheet on file for that SKU
- Note the manufacturer, revision date, and any related products the customer also carries
Done when The correct, current SDS is located for the requested product.
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2
Gmail - draft the reply with the sheet attached
gmail.com
WebRun opens Gmail to draft the reply with the sheet attached. - Draft a reply to the customer with the SDS attached and the product and revision date noted
- Leave the email as a draft for your team to review and send
Done when A ready to send reply with the correct SDS attached is waiting in Gmail.
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3
Slack - log the request as fulfilled
slack.com
WebRun opens Slack to log the request as fulfilled. - Post the fulfilled request to the customer service channel with the customer, product, and SDS revision date
- Flag any request where no current SDS could be found on file
Done when The team has a log of every SDS request and how it was handled.
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 without anyone checking first?
No. Every reply is saved as a Gmail draft with the SDS attached. Your team reviews it and hits send, WebRun never emails a customer on its own.
What if the SDS on file is out of date?
It notes the revision date on every sheet it finds and flags the request in Slack if no current version is on file, so an outdated sheet does not go out by mistake.
Does it work for products bought through a distributor partner too?
Yes. It matches on the SKU recorded in JanSanix regardless of which manufacturer or partner supplied it, as long as the current SDS is attached to that product record.
Related templates
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