Automated PermitFlow Project Intake Checklist
The moment a new project is created in PermitFlow, WebRun reads the project type and jurisdiction, builds an intake checklist in Google Sheets with the required documents and fee schedule, drafts a kickoff email to the client listing exactly what to send over, saves it in Gmail for your review, and posts a Slack note assigning an expediter.
How do I set up a new permit project as soon as it comes in?
The moment a new project lands in PermitFlow, WebRun reads its type and jurisdiction, builds an intake checklist in Google Sheets with the required documents and fee schedule, and drafts a client kickoff email listing exactly what's needed, saved in Gmail for your review before it sends. It also posts a Slack note assigning an expediter, so the file starts moving on day one.
- Every new project gets a complete requirements checklist within minutes
- Clients get a drafted kickoff email instead of a delayed manual one
- No new project sits unassigned overnight
Built for permit expediters · permit expediting firms · general contractors · architecture firm permit teams
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
app.permitflow.comin a real browser with your saved login - no setup, no API keys. -
1
PermitFlow - read the new project's type and jurisdiction
permitflow.com
WebRun opens PermitFlow to read the new project's type and jurisdiction. - Open the new project in PermitFlow and read its type, jurisdiction, and scope of work
- Pull that jurisdiction's required document list and fee schedule
- Note anything already uploaded versus still needed
Done when The new project's requirements and current documents are captured.
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2
Google Sheets - build the intake checklist
google.com
WebRun opens Google Sheets to build the intake checklist. - Open the project intake tracker
- Add a row or tab for the new project listing every required document and its status
- Include the jurisdiction's fee schedule for the project type
Done when The new project has a complete intake checklist in the tracker.
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3
Gmail - draft the client kickoff email
gmail.com
WebRun opens Gmail to draft the client kickoff email. - Draft a kickoff email to the client listing exactly which documents are still needed
- Include the jurisdiction's typical fee schedule so there are no surprises
- Save it as a Gmail draft. Leave it unsent for your review
Done when The new project has a drafted kickoff email waiting for approval.
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4
Slack - assign an expediter
slack.com
WebRun opens Slack to assign an expediter. - Post a note announcing the new project with its jurisdiction and scope
- Assign an expediter based on current workload
Done when The new project has an assigned owner posted 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 email the client without my approval?
No. The kickoff email is saved as a Gmail draft, never sent automatically. You review it before the client ever sees it, so the ask matches your usual tone.
How does it know what documents a jurisdiction requires?
It reads the jurisdiction profile and requirements PermitFlow already tracks for that project type, so the checklist matches what that specific AHJ actually asks for.
Who gets assigned to the new project?
WebRun suggests an expediter based on current workload and posts it in Slack. Reassign it any time, the suggestion is a starting point, not a lock.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.