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Automated NEMT Standing Order Confirmations

Every Monday, WebRun opens Tobi, identifies active standing orders scheduled for the coming week, drafts a brief confirmation message for each recurring rider via Twilio, queues every draft for coordinator review in Slack, and flags any standing order that has not been confirmed in the prior two weeks.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Tobi pull active standing orders for the coming week
2 Twilio draft confirmation message per recurring rider
3 Slack queue drafts and flag exceptions for review
In short

How do I automatically confirm standing order trips with recurring NEMT riders?

WebRun opens Tobi every Monday, reads all active standing orders scheduled for the coming week, and drafts a confirmation message for each recurring rider via Twilio. Coordinators review the full batch in Slack and release messages, while orders that have gone unconfirmed for two or more weeks are flagged for special attention.

  • Every recurring rider is confirmed weekly without coordinators making individual calls
  • Orders unconfirmed for two or more weeks are flagged before they become a problem
  • No message reaches a rider without explicit coordinator approval

Built for NEMT coordinators · paratransit scheduling teams · medical transport operations managers

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 app.tobi.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    Tobi - pull active standing orders for the coming week
    tobi.io
    WebRun in Tobi: pull active standing orders for the coming week
    WebRun opens Tobi to pull active standing orders for the coming week.
    • Open Tobi and navigate to standing orders or recurring trips
    • Filter to orders active for the coming week
    • Capture rider name, phone number, recurring schedule, pickup address, and destination for each order
    • Flag any standing order not confirmed in the prior 14 days

    Done when All active standing orders for the coming week are listed with rider details and confirmation history.

  3. 2
    Twilio - draft confirmation message per recurring rider
    twilio.com
    WebRun in Twilio: draft confirmation message per recurring rider
    WebRun opens Twilio to draft confirmation message per recurring rider.
    • Draft a brief confirmation message for each recurring rider: confirm scheduled days, pickup time, and pickup address
    • Include the coordinator callback number in each draft
    • Do not send. Hold every draft for coordinator review

    Done when One held confirmation draft exists for every active standing order, unsent pending review.

  4. 3
    Slack - queue drafts and flag exceptions for review
    slack.com
    WebRun in Slack: queue drafts and flag exceptions for review
    WebRun opens Slack to queue drafts and flag exceptions for review.
    • Post the weekly standing order summary to the coordinator Slack channel: total active orders, drafts ready for review, and flagged exceptions
    • List each flagged standing order with the last confirmed date
    • Prompt the coordinator to release confirmation drafts

    Done when Coordinator has a Slack summary with all standing order confirmation drafts ready to review and any exceptions highlighted.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.tobi.io
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Confirmation drafts · Slack
OutputWhat each run produces - A weekly Slack summary of standing order confirmation drafts plus flagged exceptions for orders not recently confirmed, pending coordinator approval before any message is sent.
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 GUARDRAIL
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send confirmations to recurring riders automatically?

No. Every confirmation message is drafted and held in Slack for a coordinator to review before any message is sent to a rider.

What if a standing order was cancelled or paused?

WebRun reads the current status of each standing order in Tobi. Cancelled or paused orders are excluded from the draft batch automatically.

How does it handle standing orders that have not been confirmed in a while?

Orders not confirmed in the prior 14 days are flagged separately in the Slack summary so coordinators can decide whether to confirm, update, or close them.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.