Cabinet Vision Automatic Delivery Confirmations
Every morning, WebRun checks Cabinet Vision for jobs staged and ready for delivery, pulls that job's packing list and paperwork from Google Drive, and drafts a delivery confirmation email with the date, load contents, and any site access notes, left in Gmail for your office to review and send.
How do I confirm delivery details before the truck leaves?
Every morning, WebRun checks Cabinet Vision for jobs staged for delivery, pulls that job's packing list from Google Drive, and drafts a delivery confirmation email in Gmail with the date, load contents, and access notes. The draft waits for your office to review and send, so no customer gets a surprise truck at the curb.
- Customers get a reviewed delivery confirmation, not a surprise truck
- Missing packing lists get caught before the truck is loaded
- The office reviews every delivery detail before it goes out
Built for cabinet shops · millwork manufacturers · delivery and logistics teams · kitchen and bath dealers
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
cabinetvision.comin a real browser with your saved login - no setup, no API keys. -
1
Cabinet Vision - find jobs staged for delivery
cabinetvision.com
WebRun opens Cabinet Vision to find jobs staged for delivery. - Open Cabinet Vision and list jobs marked staged or ready for delivery
- Capture the client, address, and delivery date for each
- Flag any job scheduled within the next 2 days
Done when Every delivery due in the next 2 days is listed with its details.
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2
Google Drive - pull the packing list
drive.google.com
WebRun opens Google Drive to pull the packing list. - Pull the packing list and delivery paperwork PDF for each flagged job's folder
- Confirm the item count on the packing list matches the job
- Flag any job missing a filed packing list
Done when Every flagged job has its packing list confirmed or flagged as missing.
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3
Gmail - draft the delivery confirmation
gmail.com
WebRun opens Gmail to draft the delivery confirmation. - Draft a delivery confirmation email to the customer or GC with the date, load contents, and access notes
- Leave it unsent in Drafts for the office to review
- Never send it automatically
Done when A reviewable delivery confirmation draft exists for every job.
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 customer without review?
No. WebRun drafts the delivery confirmation and leaves it in Gmail Drafts. Your office reviews and sends it.
What if the packing list isn't filed yet?
It flags the job as missing a packing list instead of guessing the load contents, so nothing ships without paperwork on file.
Does it confirm the delivery with the driver too?
This template covers the customer facing confirmation. Add a driver facing Slack or Telegram step if you want the crew notified the same way.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.