JobBOSS Automatic Vendor Certification Tracking
Every Monday, WebRun opens JobBOSS, reads the certification records for every outside process vendor such as plating, heat treat, and NDT, flags any certification expiring within 30 days, drafts a renewal request email to that vendor, and logs the expiry list to a Google Sheet ranked by how soon each one lapses.
How do I track expiring vendor certifications before an audit?
Every Monday, WebRun reads the certification records for every outside process vendor in JobBOSS, such as plating, heat treat, or NDT, and flags any certification expiring within 30 days. It drafts a renewal request to that vendor in Gmail and logs the expiry list to a Google Sheet, ranked by how soon each one lapses.
- Expiring certifications surface 30 days out instead of at audit time
- Every vendor renewal request stays a draft until you approve it
- Certifications are ranked so the soonest expiration gets handled first
Built for job shops · machine shops · quality managers · purchasing coordinators
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
www.jobboss.comin a real browser with your saved login - no setup, no API keys. -
1
JobBOSS - read vendor certification records
jobboss.com
WebRun opens JobBOSS to read vendor certification records. - Open JobBOSS and list every outside process vendor with a certification on file
- Read each certification's type and expiry date, such as ISO, NADCAP, or a material cert program
- Flag any certification expiring within 30 days
Done when Every vendor certification has an expiry date and a flag if it's due soon.
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2
Gmail - draft a renewal request to the vendor
gmail.com
WebRun opens Gmail to draft a renewal request to the vendor. - For each flagged certification, draft a renewal request email to that vendor referencing the certification and expiry date
- Ask for an updated certificate before the current one lapses
- Leave every draft unsent in your outbox for you to review and send
Done when A draft renewal request is ready for review for every expiring certification.
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3
Google Sheets - log the certification expiry list
google.com
WebRun opens Google Sheets to log the certification expiry list. - Open the Vendor Certification sheet
- Write a row per vendor with certification type, expiry date, and days remaining
- Rank the sheet with the soonest expirations first
Done when The sheet shows every vendor certification ranked by how soon it expires.
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 vendors without me?
No. WebRun only drafts the renewal request and leaves it unsent in Gmail. You review it and send it yourself, so nothing goes to a vendor unapproved.
What counts as expiring soon?
Any certification on file in JobBOSS with an expiry date within the next 30 days. You can adjust that window to fit your own audit lead time.
Does it update the certification record itself?
No. WebRun only reads the certification dates in JobBOSS. Once a vendor sends an updated certificate, someone still needs to upload and record it.
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