Send Service-Appointment Reminders
Every night, WebRun opens CDK Global, pulls tomorrow's confirmed service appointments, drafts an SMS reminder for each customer including their name, vehicle, and drop-off time, queues them in Twilio, and sends your service team a Slack summary to approve before anything goes out.
How can I automatically send service appointment reminder texts to dealership customers?
Every night, WebRun opens CDK Global, pulls tomorrow's confirmed service appointments, drafts an SMS reminder for each customer including their name, vehicle, and drop-off time, and queues them in Twilio. Your service team reviews a Slack summary and approves before any message is sent - nothing goes out without a human check.
- Every confirmed service appointment gets a personalised SMS reminder drafted nightly
- Service advisors review and approve messages in Slack before anything is sent to customers
- No-shows and same-day cancellations reduce when customers get timely reminders
Built for automotive service advisors · dealership service managers · service BDC teams · franchise dealer groups
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
www.cdkglobal.comin a real browser with your saved login - no setup, no API keys. -
1
CDK Global - pull tomorrow's service bookings
cdkglobal.com
WebRun opens CDK Global to pull tomorrow's service bookings. - Open CDK Global Service Scheduling and filter appointments to tomorrow's date
- Capture customer name, mobile number, vehicle make/model, appointment time, and service type
- Skip any customer who has already received a reminder for this booking
Done when All of tomorrow's confirmed service appointments are captured with customer contact details.
-
2
Twilio - draft appointment-reminder SMS
twilio.com
WebRun opens Twilio to draft appointment-reminder SMS. - Draft an SMS for each customer: include their name, vehicle, appointment time, and your service centre address
- Stage each message in Twilio but do not send - hold for approval
- Log the draft message IDs for the approval step
Done when All reminder SMS messages are drafted and staged in Twilio, pending approval.
-
3
Slack - send approval summary to service team
slack.com
WebRun opens Slack to send approval summary to service team. - Post a summary to #service-team listing every drafted reminder with the customer name, time, and message preview
- Include a note that messages will not send until a service advisor approves the batch
Done when The service team has the full list of drafted reminders to review and approve before they go out.
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 text customers automatically without anyone checking?
No. Every SMS is staged as a draft in Twilio and listed in Slack. A service advisor must approve the batch before a single message is sent.
What if a customer cancels after the draft is created?
Your service advisor sees the draft list before approving - they simply remove any cancelled bookings from the batch before sending.
Can we customise the reminder message?
Yes - provide WebRun with your preferred wording, tone, and any workshop-specific instructions and it will use that as the template every run.
Related templates
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