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DMSi Agility Automated Delivery Route Confirmations

Every morning, WebRun opens DMSi Agility, pulls all deliveries and will-call orders scheduled for today, checks each for a valid delivery address, contact number, and special instructions, drafts SMS confirmation messages via Twilio for dispatcher review, and posts the day's route summary to Slack so your team is ready before the first truck leaves.

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Runs on WebRun · Strict Lockdown policy
Every day at 6:30 AM WebRunorchestrates each step
1 DMSi Agility pull today's scheduled deliveries and will-call orders
2 Twilio draft SMS confirmations for dispatcher review
3 Slack post route summary and flag incomplete orders
In short

How do I automatically confirm deliveries and will-call pickups from DMSi Agility?

WebRun opens DMSi Agility every morning, pulls all deliveries and will-call pickups scheduled for the day, checks each for a complete address and contact number, drafts SMS confirmations via Twilio for dispatcher review, and posts a route summary to Slack. No confirmation message reaches a contractor until a dispatcher approves it.

  • Incomplete delivery addresses and missing contacts are caught before trucks leave the yard
  • Contractors get a confirmed delivery window every morning without the dispatcher making calls
  • The dispatch team has the day's full route summary in Slack before operations begin

Built for lumber dealers · building materials distributors · dispatch managers · delivery coordinators

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

  2. 1
    DMSi Agility - pull today's scheduled deliveries and will-call orders
    dmsi.com
    WebRun in DMSi Agility: pull today's scheduled deliveries and will-call orders
    WebRun opens DMSi Agility to pull today's scheduled deliveries and will-call orders.
    • Open DMSi Agility and filter sales orders for delivery or will-call scheduled for today
    • Check each order for a valid ship-to address, contact phone number, and any special delivery instructions
    • Flag orders where the address is incomplete or the contact number is missing

    Done when Today's delivery and will-call list is compiled with any incomplete records flagged.

  3. 2
    Twilio - draft SMS confirmations for dispatcher review
    twilio.com
    WebRun in Twilio: draft SMS confirmations for dispatcher review
    WebRun opens Twilio to draft SMS confirmations for dispatcher review.
    • Draft an SMS confirmation message for each contractor with a complete contact number
    • Include the order number, scheduled delivery window, and a request to confirm or call with changes
    • Save all draft messages for the dispatcher to review before any are sent
    • Never send a confirmation SMS to a contractor without dispatcher approval

    Done when Draft SMS confirmations are queued in Twilio for dispatcher review and approval.

  4. 3
    Slack - post route summary and flag incomplete orders
    slack.com
    WebRun in Slack: post route summary and flag incomplete orders
    WebRun opens Slack to post route summary and flag incomplete orders.
    • Post the day's route summary to the dispatch Slack channel: total deliveries, will-call count, and flagged incomplete orders
    • List any orders missing address or contact details so the dispatcher can resolve them before trucks depart

    Done when Dispatcher has the full route summary and incomplete-order alerts in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.dmsi.com
ScheduleRuns automatically on this cadence
Every day at 6:30 AM
DeliveryHow each run's result reaches you
Route summary · Slack
OutputWhat each run produces - A Slack route summary with flagged incomplete orders, plus draft SMS confirmations in Twilio queued for dispatcher approval.
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 send SMS confirmations to contractors automatically?

No. Every confirmation SMS is drafted and queued in Twilio for your dispatcher to review. The dispatcher approves and sends each message before any SMS reaches a contractor.

What happens if an order has no contact phone number?

Orders with missing contact numbers are flagged in the Slack route summary so the dispatcher can look up the number and resolve the gap before the truck leaves. No SMS is drafted for those orders.

Does it handle will-call pickups as well as deliveries?

Yes. It treats deliveries and will-call pickups separately in the route summary, showing which orders need a truck and which are customer-collect, so your yard team and drivers each see only what is relevant to them.

Keep going

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