DMSi Agility Automated Backorder Status Digest
Every morning, WebRun opens DMSi Agility, pulls all open backorder lines with their expected receipt dates, groups them by customer and sales rep, posts an internal digest to Slack, and queues draft customer update emails in Gmail for rep review before anything is sent.
How do I automatically track and communicate open backorders in DMSi Agility?
WebRun opens DMSi Agility every morning, pulls every open backorder line with its ETA, and posts an internal digest to Slack grouped by sales rep. It also drafts customer update emails in Gmail for rep review, so contractors get timely updates and no email leaves without human approval.
- Reps start each day knowing exactly which orders are waiting on supply
- Customer updates are drafted and ready in minutes, not written from scratch
- ETA slippage is flagged automatically so contractors are never left guessing
Built for lumber dealers · building materials distributors · inside sales reps · customer service managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - pull open backorder lines with ETA
dmsi.com
WebRun opens DMSi Agility to pull open backorder lines with ETA. - Open DMSi Agility and filter sales orders for lines in backorder status
- Capture order number, customer name, item, quantity backordered, and expected receipt date for each line
- Group lines by assigned sales rep
Done when Every open backorder line is captured with customer, item, and ETA.
-
2
Slack - post internal backorder digest by rep
slack.com
WebRun opens Slack to post internal backorder digest by rep. - Post a grouped digest to the inside-sales Slack channel, one section per rep
- List the customer, order number, item, and ETA for each backorder line
- Flag lines where the ETA has slipped since yesterday
Done when Each rep can see their open backorders and any ETA changes in Slack.
-
3
Gmail - draft customer update emails for rep approval
gmail.com
WebRun opens Gmail to draft customer update emails for rep approval. - Draft a short, professional update email to each affected customer with their backorder details and ETA
- Save all drafts unsent in Gmail for the rep to review and personalize
- Never send any customer email automatically
Done when Draft customer update emails are waiting in Gmail for rep review and 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 email customers about their backorders without my approval?
No. WebRun drafts the customer update emails and saves them unsent in Gmail. Your reps review, personalize, and send each one. Nothing goes to a customer automatically.
How does it handle backorders spread across multiple orders for the same customer?
It groups all backorder lines by customer and order number in the digest, so a rep can see the full picture for each account at a glance rather than line by line.
What if an ETA changes overnight?
Each morning it reads the current ETA from DMSi Agility and flags any lines where the expected receipt date has moved since the previous run, so reps know immediately what has slipped.
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