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Automated Workiz Missed Call Follow-Up

Throughout the day, WebRun monitors Workiz for missed calls and new leads from callers who did not reach anyone. For each missed caller, it drafts a short follow-up text via Twilio and logs the contact in Airtable, then queues the drafts for a human to approve and send before the caller books with a competitor.

Runs on WebRun · Strict Lockdown policy
Every few minutes throughout the day WebRunorchestrates each step
1 Workiz detect missed calls and uncontacted inbound leads
2 Twilio draft follow-up text for each missed caller
3 Airtable log each missed call to the follow-up tracker
In short

How do I automatically follow up on missed calls from pressure washing customers?

WebRun monitors Workiz every few minutes for missed calls and uncontacted inbound leads. For each missed caller, it drafts a short follow-up text via Twilio within minutes of the missed call and logs the contact in Airtable. Every draft is held for human approval before any message is sent, so no caller is contacted without a person reviewing it first.

  • Missed callers get a follow-up draft within five minutes of the unanswered ring
  • Airtable gives a complete log of every missed contact and follow-up status
  • No missed call sits unacknowledged while a competitor answers

Built for pressure washing business owners · exterior cleaning dispatchers · field service lead 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.workiz.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Workiz - detect missed calls and uncontacted inbound leads
    workiz.com
    WebRun in Workiz: detect missed calls and uncontacted inbound leads
    WebRun opens Workiz to detect missed calls and uncontacted inbound leads.
    • Open Workiz and navigate to Leads and call activity
    • Identify any inbound calls or leads where no one answered or responded
    • Capture the caller name (if known), phone number, time of call, and any lead details

    Done when Every missed inbound call since the last run is listed with contact details.

  3. 2
    Twilio - draft follow-up text for each missed caller
    twilio.com
    WebRun in Twilio: draft follow-up text for each missed caller
    WebRun opens Twilio to draft follow-up text for each missed caller.
    • Draft a short, friendly text for each missed caller acknowledging the missed call and offering to help
    • Include your business name and a prompt for the caller to reply with their best call-back time
    • Leave every message as a draft and do not send without human approval

    Done when A follow-up text draft is ready in Twilio for every missed caller since the last check.

  4. 3
    Airtable - log each missed call to the follow-up tracker
    airtable.com
    WebRun in Airtable: log each missed call to the follow-up tracker
    WebRun opens Airtable to log each missed call to the follow-up tracker.
    • Open the missed call follow-up Airtable base
    • Add a record for each new missed caller with phone number, call time, draft status, and assigned team member
    • Mark any caller who has appeared twice or more as a high-priority flag

    Done when The Airtable tracker has a record for every missed caller with current draft and assignment status.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.workiz.com
ScheduleRuns automatically on this cadence
Every few minutes throughout the day
DeliveryHow each run's result reaches you
Follow-up drafts · Twilio · Call log · Airtable
OutputWhat each run produces - Follow-up text drafts in Twilio and Airtable records for every missed Workiz call, ready for human approval and action.
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 ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it text missed callers automatically without anyone reviewing the message?

No. Every follow-up text is drafted and queued for human approval before it is sent via Twilio. No caller is contacted without a person reviewing the draft first.

What if a caller already rang back and spoke to someone?

WebRun checks the Workiz lead and call history each run. If a caller's record shows a completed conversation after the initial missed call, they are excluded from the draft queue.

How quickly does it detect a missed call?

WebRun checks Workiz every few minutes, so a missed call draft is typically ready within five minutes of the unanswered ring.

Put this on autopilot.

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