Automated DistributionPlus Showroom Reminders
Every night, WebRun opens CP Tech DistributionPlus, finds every showroom appointment booked for tomorrow, drafts a friendly reminder email for each customer in Outlook without sending it, and posts your showroom team a Slack list of the day's appointments with the products each customer wants to see.
How do I remind showroom customers about their appointment without emailing them automatically?
Every night, WebRun opens CP Tech DistributionPlus to find tomorrow's showroom appointments, drafts a friendly reminder email for each customer in Outlook without sending it, and posts your showroom team a Slack list of the day's bookings with the fixtures each customer wants to see, so staff walk in prepared and no reminder goes out unreviewed.
- Every showroom customer gets a reviewed reminder before their visit, not a missed appointment
- Staff see tomorrow's product interests in Slack and can stage displays ahead of time
- Cancelled or rescheduled appointments are skipped automatically instead of getting a stale reminder
Built for PHCP showroom associates · kitchen and bath designers · plumbing distributor retail teams · showroom managers
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 tomorrow's showroom appointments
cptechinc.com
WebRun opens CP Tech DistributionPlus to find tomorrow's showroom appointments. - Open DistributionPlus and pull every showroom appointment booked for tomorrow
- Capture the customer name, contact info, appointment time, and the product line or job they want to see
- Skip appointments already marked cancelled or rescheduled
Done when Every confirmed appointment for tomorrow is listed with its time and product interest.
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2
Outlook - draft a reminder for each customer
microsoft.com
WebRun opens Outlook to draft a reminder for each customer. - Draft a short, friendly reminder email for each customer with the appointment time and showroom address
- Mention the product line or fixtures they asked to see
- Save every reminder as a draft and leave it unsent for your showroom team to review and send
Done when A reminder draft is ready in Outlook for every customer with an appointment tomorrow.
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3
Slack - post the day's appointment list to staff
slack.com
WebRun opens Slack to post the day's appointment list to staff. - Post the showroom team a list of tomorrow's appointments in time order
- Note the product line or fixtures each customer wants to see so staff can stage displays
- Flag any back to back bookings that might need a second associate
Done when The showroom team has tomorrow's full appointment 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 email customers a reminder without anyone checking it first?
No. Every reminder is saved as an Outlook draft and left unsent. Your showroom team reviews and sends each one, so no message reaches a customer without a human checking it first.
How does staff know what to prepare for each appointment?
The Slack list includes the product line or specific fixtures each customer asked to see, pulled from the appointment notes in DistributionPlus, so staff can stage the right displays before the customer arrives.
What happens if a customer cancels?
WebRun reads the live appointment status in DistributionPlus each run, so any appointment marked cancelled or rescheduled is skipped and never gets a reminder drafted.
Related templates
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