Cabinet Vision Automatic Shop Drawing Approvals
Every morning, WebRun opens Cabinet Vision, finds every job whose shop drawings are still out for approval, checks the signature status in DocuSign, and posts your project manager a chase list ranked by how many days each set has been waiting.
How do I stop shop drawing approvals from stalling a job?
WebRun checks Cabinet Vision every morning for shop drawings still out for approval, then reads each envelope's live signature status in DocuSign. It posts your project manager a ranked Slack list, oldest and unopened sets first, so no approval quietly stalls a job and production never waits longer than it has to.
- No shop drawing sits unsigned without your PM knowing
- The oldest, most overdue approvals surface first every morning
- Jobs move to production the moment a client signs
Built for cabinet shops · millwork manufacturers · closet fabricators · 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 drawings out for approval
cabinetvision.com
WebRun opens Cabinet Vision to find drawings out for approval. - Open Cabinet Vision and list jobs whose shop drawings are marked sent for approval
- Note the client, job number, and the date each set went out
- Skip any job already flagged approved or in production
Done when Every job with drawings still out for approval is listed with its send date.
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2
DocuSign - check signature status
docusign.com
WebRun opens DocuSign to check signature status. - Look up the matching envelope for each job
- Read whether it is viewed, signed, or still unopened
- Calculate how many days it has been sitting in that status
Done when Each pending job has a signature status and a days waiting count.
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3
Slack - post the chase list
slack.com
WebRun opens Slack to post the chase list. - Post a chase list to the project management channel ranked by days waiting
- Put unopened envelopes over 3 days old at the top
- Tag the project manager on the oldest sets so they can call the client
Done when The project manager has today's chase list 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 contact the client to chase the signature?
No. WebRun only tracks status and posts an internal chase list in Slack. Reaching out to the client is left to your project manager.
How does it know a set is overdue?
It reads the send date from Cabinet Vision and the live signature status from DocuSign, then ranks the list by how many days each envelope has been unopened or unsigned.
What happens once a client signs?
It reads the live status in DocuSign each morning, so any job that gets approved overnight drops off the chase list automatically.
Related templates
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