Automated Land Survey Lead Intake and Routing
When a new project inquiry arrives, WebRun reads the scope, parcel size, and location, looks up crew availability in Google Sheets, assigns the best-matched crew lead, logs the intake in Carlson Software, and drafts a personalised acknowledgment email in Gmail for your approval before it sends.
How do I automatically route new land survey inquiries to the right crew lead?
WebRun reads each new project inquiry, matches it to the right crew lead using your Google Sheets roster, creates a project record in Carlson Software, and drafts a professional acknowledgment email in Gmail for your review. A Slack alert notifies the assigned lead instantly, so every inbound inquiry is routed and logged before anyone picks up the phone.
- Every inquiry is logged in Carlson Software within minutes of submission
- Crew leads get a Slack alert before the client expects a reply
- No inbound lead sits unacknowledged overnight
Built for land surveying firms · survey crew managers · civil engineering offices · solo surveyors
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
Google Sheets - read intake form and crew roster
google.com
WebRun opens Google Sheets to read intake form and crew roster. - Open the inquiry log in Google Sheets and read the latest submission
- Extract project type, parcel size, county, and requested timeline
- Cross-reference the crew availability tab to identify the best-matched lead
Done when The inquiry is read and a crew lead is identified.
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2
Carlson Software - log new project record
carlsonsw.com
WebRun opens Carlson Software to log new project record. - Open Carlson Software and create a new project record
- Enter the client name, project type, parcel details, and assigned crew lead
- Save the record so the job appears in the active pipeline
Done when A new project record exists in Carlson Software with the intake details.
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3
Gmail - draft acknowledgment email for review
gmail.com
WebRun opens Gmail to draft acknowledgment email for review. - Draft a professional acknowledgment email to the prospective client
- Include the estimated response window and the crew lead's name
- Leave the draft unsent for your review before it goes to the client
Done when A draft acknowledgment email is waiting in Gmail for your approval.
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4
Slack - notify assigned crew lead
slack.com
WebRun opens Slack to notify assigned crew lead. - Post a short intake summary to the crew lead's Slack channel
- Include project type, location, and a link to the Carlson Software record
- Flag urgent timelines so the lead can prioritise a site visit
Done when The assigned crew lead has been notified in Slack.
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 the prospective client automatically?
No. WebRun drafts the acknowledgment email in Gmail and leaves it unsent so you can review and personalise it before it reaches the client. Nothing goes out without your approval.
How does it choose which crew lead to assign?
It reads your crew availability tab in Google Sheets and matches by project type and geographic area. You control the matching rules in the spreadsheet, so the logic stays yours.
What if a submission is incomplete?
WebRun flags the missing fields in the Slack notification and still creates the partial record in Carlson Software so nothing falls through the cracks while you follow up.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.