Automated Pruvan Client Status Update Drafts
Every Monday, WebRun opens Pruvan, reads the status of your oldest and highest-priority open work orders, drafts a plain-language status update email summarizing progress and expected completion for the client, and leaves it in Gmail for your review before it ever sends.
How do I send clients a weekly status update on open Pruvan work orders?
Every Monday, WebRun opens Pruvan and reads the status of your oldest and highest-priority open work orders, including the current stage, any blockers, and the expected completion date. It drafts a plain-language status update summarizing all of it for the client, then leaves the email unsent in Gmail so a person reviews it before anything goes out.
- Clients get a proactive weekly update instead of asking for one
- Every draft reflects what is actually logged in Pruvan, nothing guessed
- No client email sends without a person reviewing it first
Built for property preservation companies · account managers · REO asset management client leads · vendor relationship coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
direct.pruvan.com/v2/loginin a real browser with your saved login - no setup, no API keys. -
1
Pruvan - read status of priority work orders
pruvan.com
WebRun opens Pruvan to read status of priority work orders. - Open Pruvan and pull open work orders older than 10 days or marked high priority
- Read the current stage, any blockers, and the expected completion date for each
- Group the list by property so the update reads clearly
Done when Every priority open order has its current status captured.
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2
Gmail - draft the client status update
gmail.com
WebRun opens Gmail to draft the client status update. - Draft a status update email summarizing each priority order's stage, blockers, and expected completion
- Use plain, factual language with no promises beyond what Pruvan shows
- Leave the email unsent in Gmail for your review. Never send a client update on its own
Done when A reviewable client status update draft sits in Gmail.
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 me?
No. WebRun always leaves the status update as a draft in Gmail. A person reviews and sends it. It never emails a client on its own.
What counts as a priority order?
Any work order still open more than 10 days, or one you have marked high priority in Pruvan. Both get included in the draft automatically.
Could it overpromise a completion date?
No. It only reports the expected completion date already logged in Pruvan. It does not estimate or guess a date that is not on file.
Related templates
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