Automated DistributionPlus Submittal Follow Ups
Every morning, WebRun opens CP Tech DistributionPlus, finds cut sheet and submittal packages sent to a GC or engineer more than 5 business days ago with no approval or rejection on file, drafts a polite follow up email for each in Outlook without sending it, and logs the open submittal list to Google Sheets so your estimating team can see what's stuck.
How do I follow up on stalled submittal packages before they delay a bid job?
Every morning, WebRun opens CP Tech DistributionPlus to find cut sheet submittals sent more than 5 business days ago with no approval or rejection recorded, drafts a polite follow up email for each in Outlook without sending it, and logs the open list to Google Sheets sorted by age, so your estimator can chase the oldest, most job stalling packages first.
- Submittals stuck more than 5 business days get a reviewed follow up instead of quietly stalling a job
- Estimators see every open package ranked by age in one tracker
- Approved or rejected submittals drop off automatically so the list only shows what's genuinely stuck
Built for PHCP wholesale distributors · commercial estimators · project sales teams · bid desk coordinators
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
cptechinc.comin a real browser with your saved login - no setup, no API keys. -
1
CP Tech DistributionPlus - find submittals with no response
cptechinc.com
WebRun opens CP Tech DistributionPlus to find submittals with no response. - Open DistributionPlus and pull cut sheet and submittal packages sent more than 5 business days ago
- Capture the job name, GC or engineer contact, products submitted, and the date sent
- Exclude any submittal already marked approved or rejected
Done when Every unanswered submittal past 5 business days is listed with its job and contact.
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2
Outlook - draft a follow up for each
microsoft.com
WebRun opens Outlook to draft a follow up for each. - Draft a polite follow up email for each open submittal referencing the job name and the products submitted
- Ask whether the reviewer needs anything else to complete the approval
- Save every follow up as a draft and leave it unsent for your estimator to review
Done when A follow up draft is ready in Outlook for every open submittal.
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3
Google Sheets - log the open submittal list
google.com
WebRun opens Google Sheets to log the open submittal list. - Log every open submittal to the tracker with days since sent and the assigned estimator
- Remove submittals that were approved or rejected since the last run
- Sort so the oldest unanswered submittals sit at the top
Done when The submittal tracker reflects every currently open package sorted by age.
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 GC or engineer without my estimator reviewing it?
No. Every follow up is saved as an Outlook draft and left unsent. Your estimator reviews and sends each one, since these relationships need a human touch.
How does it decide a submittal needs a follow up?
It only flags submittals sent more than 5 business days ago that show no approval or rejection recorded in DistributionPlus, so active or recently answered packages are left alone.
What happens once a submittal is approved?
WebRun reads the live approval status in DistributionPlus each morning, so any submittal marked approved or rejected drops off the open tracker and stops getting follow up drafts.
Related templates
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