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Automated Survey Project Compliance Deadline Tracker

Every Monday, WebRun reads active project records in Carlson Software, cross-references the compliance deadline register in Google Sheets, identifies permits and regulatory filings due in the next 30 and 60 days, posts a prioritised tracker to Telegram, and drafts a notification email for any deadline within seven days for your review in Gmail.

Runs on WebRun · Strict Lockdown policy
Every Monday at 7:00 AM WebRunorchestrates each step
1 Carlson Software read active project compliance requirements
2 Google Sheets cross-reference compliance deadline register
3 Telegram post prioritised weekly compliance tracker
4 Gmail draft urgent deadline notification emails for review
In short

How do I automatically track permit and compliance deadlines across all my survey projects?

Every Monday, WebRun reads active project compliance requirements from Carlson Software, cross-references your deadline register in Google Sheets, and posts a prioritised tracker to Telegram. Any filing due within seven days triggers a draft notification email in Gmail for your review, so no permit or regulatory deadline slips past its filing window.

  • No permit or regulatory filing deadline goes unnoticed with weekly Telegram alerts
  • Critical deadlines within seven days trigger a draft notification for immediate action
  • Projects with missing compliance dates are flagged before a filing window is missed

Built for land surveying firms · survey project managers · civil engineering compliance officers · survey firm principals

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

  2. 1
    Carlson Software - read active project compliance requirements
    carlsonsw.com
    WebRun in Carlson Software: read active project compliance requirements
    WebRun opens Carlson Software to read active project compliance requirements.
    • Open Carlson Software and review all active projects for attached permit and regulatory requirements
    • Read the permit type, issuing authority, and required filing or renewal date for each
    • Flag projects where a compliance deadline has not been entered so they can be investigated

    Done when All active projects have their compliance requirements and deadlines recorded.

  3. 2
    Google Sheets - cross-reference compliance deadline register
    google.com
    WebRun in Google Sheets: cross-reference compliance deadline register
    WebRun opens Google Sheets to cross-reference compliance deadline register.
    • Open the compliance deadline register in Google Sheets
    • Cross-reference the project list from Carlson Software against the register
    • Calculate days remaining for each deadline and categorise as critical, urgent, or upcoming

    Done when Every compliance deadline is categorised and the register is up to date.

  4. 3
    Telegram - post prioritised weekly compliance tracker
    telegram.org
    WebRun in Telegram: post prioritised weekly compliance tracker
    WebRun opens Telegram to post prioritised weekly compliance tracker.
    • Post a prioritised compliance tracker to the management Telegram channel
    • List critical deadlines (under seven days) first, then urgent (under 30 days), then upcoming
    • Include the project name, permit type, issuing authority, and exact deadline date for each

    Done when The management team has this week's compliance tracker in Telegram.

  5. 4
    Gmail - draft urgent deadline notification emails for review
    gmail.com
    WebRun in Gmail: draft urgent deadline notification emails for review
    WebRun opens Gmail to draft urgent deadline notification emails for review.
    • Draft a notification email for each compliance deadline within seven days
    • Include the exact filing requirement, the issuing authority contact, and the consequence of missing it
    • Leave each draft unsent for your review before it goes to the responsible project lead

    Done when A notification draft exists in Gmail for every critical deadline.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.carlsonsw.com
ScheduleRuns automatically on this cadence
Every Monday at 7:00 AM
DeliveryHow each run's result reaches you
Compliance tracker · Telegram
OutputWhat each run produces - A prioritised Telegram compliance tracker plus draft notification emails in Gmail for any deadline within seven days.
Text
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 file anything with a regulator or permit authority automatically?

No. Filing a permit or regulatory document is irreversible. WebRun drafts a notification email in Gmail and flags the deadline in Telegram, but all actual submissions are made by you after reviewing the draft.

What if a project is missing its compliance deadline in Carlson Software?

WebRun flags projects without a recorded deadline in the Telegram tracker so your team can investigate and add the missing information before a filing window is missed.

Can it handle projects with multiple permits at different stages?

Yes. WebRun reads each permit and filing requirement individually from the project record and the Google Sheets register, so a project with three concurrent permits generates three separate deadline entries in the tracker.

Put this on autopilot.

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