Automated Rental COI Collection and Tracking
Every morning, WebRun opens Booqable and checks upcoming rentals in the next 7 days for renters without a valid certificate of insurance on file, drafts a COI request email for each in Gmail, and posts an outstanding COI list to Slack so your team can follow up before any equipment leaves the yard.
How do I automatically collect certificates of insurance from renters before their rental starts?
WebRun checks Booqable every morning for confirmed rentals starting within 7 days that are missing a certificate of insurance on file. It drafts a clear COI request email in Gmail for each renter and posts your ops team an outstanding COI list in Slack sorted by rental date, with orders starting within 3 days flagged urgent so equipment never leaves the yard uninsured.
- No equipment dispatched without a COI on file for the renter
- Urgent COI cases flagged 3 days before rental start date
- COI collection tracked automatically so nothing is chased manually
Built for equipment rental businesses · heavy equipment rental · party and event rental companies · AV and production rental
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.booqable.comin a real browser with your saved login - no setup, no API keys. -
1
Booqable - find upcoming rentals missing a COI
booqable.com
WebRun opens Booqable to find upcoming rentals missing a COI. - Open Booqable and filter to confirmed orders with a pickup or start date in the next 7 days
- Check each order for a COI document attachment or an insurance-verified flag
- Capture the customer name, contact email, order number, rental start date, and items rented for any order missing a valid COI
Done when Every upcoming order requiring insurance is checked and those missing a COI are listed.
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2
Gmail - draft COI request emails
gmail.com
WebRun opens Gmail to draft COI request emails. - Draft a COI request email for each renter missing a valid certificate, including the rental date and items
- Explain clearly what the certificate must show: coverage type, minimum limits, and additional insured language
- Leave every email as a draft for staff to review before sending
Done when A COI request draft exists in Gmail for every renter with a missing certificate.
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3
Slack - post outstanding COI list
slack.com
WebRun opens Slack to post outstanding COI list. - Post an outstanding COI list to the ops channel, sorted by rental start date
- Flag any order whose rental starts in 3 days or fewer as urgent
- Include a count of how many orders are pending COI for the week
Done when Ops team has this week's outstanding COI list in Slack with urgent cases flagged.
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 renters for their COI automatically?
No. WebRun drafts every COI request and leaves it for a staff member to review and send. No message goes to a renter without human approval, giving you a chance to check the order first.
What if a renter sends their COI after the morning run?
WebRun re-checks each order on every run. Once a COI is marked as received or attached in Booqable, that renter is removed from the outstanding list and no further request is drafted.
Can it verify that the COI meets your coverage requirements?
WebRun checks whether a COI is on file, but verifying the specific coverage terms and limits requires a staff member to review the actual document. The workflow surfaces missing COIs; your team confirms compliance.
Related templates
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