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DMSi Agility Automated Crane Delivery Confirmation

Every morning, WebRun opens DMSi Agility, pulls every order scheduled for crane truck delivery that day, checks each jobsite for a recorded access note such as driveway clearance or overhead lines, posts a Slack alert to logistics for anything missing, and drafts a confirmation email to the contractor in Gmail for the branch to send.

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Runs on WebRun · Strict Lockdown policy
Every day at 6:30 AM WebRunorchestrates each step
1 DMSi Agility pull today's crane truck deliveries
2 Slack alert logistics to missing access notes
3 Gmail draft contractor confirmation for review
In short

How do I confirm site access before a crane truck delivery?

Every morning, WebRun opens DMSi Agility and checks every order scheduled for crane truck delivery that day. It flags any jobsite missing a recorded site access note in a Slack alert to logistics, and drafts a confirmation email to the contractor in Gmail, left unsent until the branch reviews it and sends.

  • Crane trucks are never turned away at the curb for a clearance surprise
  • Logistics sees missing access notes before the truck leaves the yard
  • Contractors get a clear confirmation request without tying up a dispatcher

Built for roofing and siding distributors · logistics and dispatch teams · branch operations managers · delivery coordinators

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 www.dmsi.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    DMSi Agility - pull today's crane truck deliveries
    dmsi.com
    WebRun in DMSi Agility: pull today's crane truck deliveries
    WebRun opens DMSi Agility to pull today's crane truck deliveries.
    • Open DMSi Agility and filter today's orders to crane truck delivery method
    • Capture the jobsite address, delivery window, and any recorded site access note for each
    • Flag any order with no access note on file

    Done when Every crane delivery scheduled for today is listed with its access note status.

  3. 2
    Slack - alert logistics to missing access notes
    slack.com
    WebRun in Slack: alert logistics to missing access notes
    WebRun opens Slack to alert logistics to missing access notes.
    • Post an alert to the logistics channel for every order missing a site access note
    • Include the jobsite address and the assigned crane crew
    • Ask logistics to confirm clearance before the truck leaves the yard

    Done when Logistics has a Slack alert for every crane delivery still missing an access note.

  4. 3
    Gmail - draft contractor confirmation for review
    gmail.com
    WebRun in Gmail: draft contractor confirmation for review
    WebRun opens Gmail to draft contractor confirmation for review.
    • Draft a confirmation email to each contractor with the crane truck's arrival window
    • Ask the contractor to confirm driveway access and overhead clearance at the jobsite
    • Save every email as a draft. Do not send any confirmation without branch review

    Done when A draft confirmation email is ready for every crane delivery, unsent.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.dmsi.com
ScheduleRuns automatically on this cadence
Every day at 6:30 AM
DeliveryHow each run's result reaches you
Access alert · Slack
OutputWhat each run produces - A Slack alert listing crane deliveries missing a site access note, plus a draft confirmation email per job waiting for branch review.
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 email the contractor without the branch seeing it first?

No. WebRun drafts the confirmation email in Gmail and leaves it unsent. Someone at the branch reviews and sends it, so no crane delivery is confirmed without a person checking it first.

What counts as a missing site access note?

Any crane truck order in DMSi Agility with no recorded note on driveway clearance, overhead lines, or HOA restrictions for the jobsite. WebRun flags those in the Slack alert so logistics can chase the detail before dispatch.

Does it reschedule the crane truck if access is a problem?

No. WebRun only flags the gap and drafts the outreach. Rescheduling or rerouting a crane truck stays a decision for your logistics team.

Keep going

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