Send crew scheduling confirmations for upcoming fieldwork
Every evening, WebRun reads the next day's field assignments in Carlson Software and Google Calendar, drafts a personalised confirmation message for each crew member with their site, time, and equipment list, and queues SMS messages via Twilio and emails via Gmail for your approval before any message goes out.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically send crew scheduling confirmations before a survey field day?
Every evening, WebRun reads tomorrow's field assignments in Carlson Software and Google Calendar, drafts a personalised confirmation email per crew member with their site, start time, and equipment list, and queues SMS messages via Twilio. Everything is held for your approval so no crew member is notified until you say so.
- Every crew member has their site, time, and equipment list the evening before
- No confirmation goes out without your review and approval
- Missing contact details and calendar conflicts are flagged before the field day begins
Built for survey crew managers · land surveying firms · field operations teams · survey office administrators
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.carlsonsw.comin a real browser with your saved login - no setup, no API keys. -
1
Carlson Software - read tomorrow's field assignments
carlsonsw.com How to Automate Carlson Software
WebRun opens Carlson Software to read tomorrow's field assignments. - Open Carlson Software and review projects scheduled for field activity tomorrow
- Read the assigned crew lead, technicians, site address, and required equipment for each job
- Note any special instructions or access codes attached to the project record
Done when All tomorrow's field assignments are listed with crew, site, and equipment details.
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2
Google Calendar - confirm scheduled crew events
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to confirm scheduled crew events. - Open Google Calendar and verify that crew members have accepted their calendar invites
- Flag any technician who has not accepted or has a conflicting event
- Cross-check start times against travel distance to catch impossible commutes
Done when Calendar acceptance status is confirmed for every technician on tomorrow's schedule.
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3
Gmail - draft confirmation emails for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft confirmation emails for review. - Draft a confirmation email for each crew member with site address, start time, and equipment list
- Include any access codes or client contact details from the project record
- Leave every email unsent for your review before it goes to the crew
Done when A confirmation draft exists in Gmail for every crew member scheduled tomorrow.
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4
Twilio - queue SMS confirmations for approval
twilio.com How to Automate Twilio
WebRun opens Twilio to queue SMS confirmations for approval. - Prepare an SMS confirmation for each technician with the site address and start time
- Queue the messages in Twilio but do not send until you approve the batch
- Flag any technician whose mobile number is missing from the project record
Done when SMS confirmations are queued in Twilio and awaiting your approval.
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 send the confirmation messages automatically?
No. Both the Gmail drafts and the Twilio SMS queue are held for your review. You approve the batch before any message reaches a crew member, so you can correct last-minute changes first.
What if a crew member's contact details are missing?
WebRun flags the gap in the Twilio queue summary and still drafts the email confirmation using whatever contact information is on the project record in Carlson Software.
Can it handle same-day schedule changes?
Yes. You can trigger a re-run manually at any time of day. WebRun re-reads the current assignments in Carlson Software and regenerates the confirmation drafts with the updated details.
Related templates
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