Automated Survey Deliverable Due Date Tracker
Every morning, WebRun reads deliverable due dates for all active projects in Carlson Software, cross-checks the delivery log in Google Sheets to see what has already been sent, flags anything overdue or due within three days, posts a prioritised tracker to Slack, and sends an SMS via Twilio to the responsible crew lead when a deliverable is overdue by more than 24 hours.
How do I automatically track and alert my team about survey deliverable due dates?
Every morning, WebRun reads deliverable due dates from Carlson Software, cross-checks the Google Sheets delivery log to remove already-sent items, and posts a prioritised tracker to Slack grouped by urgency. Crew leads responsible for deliverables overdue by more than 24 hours receive an automatic SMS via Twilio so nothing slips past its deadline unnoticed.
- Every deliverable due date is visible to the project team before it becomes overdue
- Crew leads receive an SMS escalation within 24 hours of a deliverable going overdue
- Already-sent deliverables are removed from the tracker automatically via the Google Sheets log
Built for survey project managers · land surveying offices · survey crew leads · civil engineering project 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.carlsonsw.comin a real browser with your saved login - no setup, no API keys. -
1
Carlson Software - read deliverable due dates for active projects
carlsonsw.com
WebRun opens Carlson Software to read deliverable due dates for active projects. - Open Carlson Software and read the deliverable due date for each active project
- Record the deliverable type (final plat, boundary survey report, topographic data, field notes), due date, and responsible crew lead
- Flag deliverables overdue by more than 24 hours and those due within three days
Done when All active deliverables are listed with their type, due date, and urgency status.
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2
Google Sheets - check delivery log for sent items
google.com
WebRun opens Google Sheets to check delivery log for sent items. - Open the deliverable delivery log in Google Sheets
- Check whether each flagged deliverable has already been marked as sent
- Remove any deliverable already confirmed sent from the overdue list to avoid false alerts
Done when The deliverable list is cross-checked against the delivery log and false positives are removed.
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3
Slack - post prioritised deliverable tracker
slack.com
WebRun opens Slack to post prioritised deliverable tracker. - Post a prioritised deliverable tracker to the project management Slack channel
- Sort by urgency: overdue at the top, then due today, then due within three days
- Include the project name, deliverable type, due date, and responsible crew lead for each
Done when The project management team has today's deliverable tracker in Slack.
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4
Twilio - SMS the crew lead for overdue deliverables
twilio.com
WebRun opens Twilio to sMS the crew lead for overdue deliverables. - Send an SMS via Twilio to the crew lead responsible for any deliverable overdue by more than 24 hours
- Include the project name, deliverable type, and original due date in the message
- Log the SMS dispatch in Google Sheets so there is a record of the escalation
Done when Every crew lead with an overdue deliverable has received an SMS escalation.
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 deliverable to the client automatically?
No. WebRun tracks and flags deliverable due dates and sends internal Slack and SMS alerts to your crew leads. Sending the actual deliverable file to a client is always a manual step that a human performs after review.
How does it know whether a deliverable has already been sent?
It cross-checks the Google Sheets delivery log where your team marks items as sent. If a deliverable is logged as sent there, it is removed from the overdue list automatically, so you only see genuinely outstanding items.
Can it handle projects with multiple deliverables at different due dates?
Yes. WebRun reads each deliverable record individually from Carlson Software, so a single project with a field data file due this week and a final plat due next week generates two separate tracker entries.
Related templates
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