Remind clients when their scheduled shredding service is coming up
Every morning, WebRun checks O'Neil Stratus for recurring pickup and destruction services scheduled in the next two days, drafts a preparation reminder for each client in Gmail for staff review, and queues an optional SMS via Twilio for clients who prefer text reminders.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically remind clients before their recurring shredding pickup?
WebRun checks O'Neil Stratus every morning for recurring shredding and storage pickups due in the next two days, drafts a preparation reminder email in Gmail for each client and queues an SMS via Twilio for text-preference clients. All reminders wait for staff approval before reaching any client.
- Every client gets a preparation reminder 1 to 2 days before their scheduled service
- Drivers arrive to prepared sites with consoles ready, reducing service delays
- No reminder reaches a client without a staff member approving it first
Built for records management companies · secure shredding services · records center customer service teams · document storage route coordinators
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
oneilsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
O'Neil Stratus - find recurring services due in the next 2 days
oneilsoftware.com How to Automate O'Neil Stratus
WebRun opens O'Neil Stratus to find recurring services due in the next 2 days. - Open O'Neil Stratus and filter recurring work orders to those scheduled in the next two days
- Capture the client name, service address, service type, scheduled date and time, and container count expected
- Note any clients with a text reminder preference on their account
Done when Every recurring service due in the next two days is listed with the client's details and preferences.
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2
Gmail - draft preparation reminder email for each client
gmail.com How to Automate Gmail
WebRun opens Gmail to draft preparation reminder email for each client. - Draft a preparation reminder email for each client with the scheduled date, time window, and what to have ready
- Include the driver contact name and any access instructions needed for the visit
- Leave every draft unsent in Gmail for a staff member to approve before the reminder goes to the client
Done when A preparation reminder draft is queued in Gmail for every upcoming recurring service.
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3
Twilio - queue optional SMS reminder for text-preference clients
twilio.com How to Automate Twilio
WebRun opens Twilio to queue optional SMS reminder for text-preference clients. - For clients flagged as preferring SMS reminders in O'Neil Stratus, queue a short text via Twilio
- Draft the SMS with the date, time, and a contact number for questions or rescheduling
- Leave the SMS queued for staff approval so no message is sent without a review
Done when SMS reminders are queued for text-preference clients, pending staff approval before sending.
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 send reminder emails or texts to clients on its own?
No. Every email draft in Gmail and every SMS in Twilio is left for staff approval before sending. No client reminder goes out without a person reviewing it first.
Which service types does it cover?
It covers all recurring work orders in O'Neil Stratus including scheduled shredding pickups, ongoing document storage collections, and recurring secure destruction runs.
What if a client's service is rescheduled after the reminder is drafted?
Each morning run reads the live work order data in O'Neil Stratus. If a service has been rescheduled, the draft reflects the updated time. Staff can discard any draft that no longer applies.
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