Automated Solar Install Milestone Customer Updates
Every morning, WebRun opens Enerflo, checks for projects that have hit a new milestone since yesterday, drafts a plain-English customer update email for each one, and queues the draft in Gmail for a team member to review and approve before it goes out.
How do I automatically send customers solar install milestone updates?
WebRun checks Enerflo every morning for projects that have reached a new install milestone, then drafts a plain-English customer update email for each homeowner in Gmail. It posts a Slack alert so the team knows what drafts are waiting, keeping customers informed at every stage without the team writing emails from scratch.
- Every homeowner gets a personalised milestone update without the team writing it manually
- Customer satisfaction improves because homeowners always know what comes next
- The team reviews and sends drafts in seconds rather than composing from scratch
Built for residential solar installers · solar customer success teams · solar project managers
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
enerflo.comin a real browser with your saved login - no setup, no API keys. -
1
Enerflo - detect new milestone changes
enerflo.com
WebRun opens Enerflo to detect new milestone changes. - Open Enerflo and filter projects to those with a milestone change in the last 24 hours
- Read the new milestone name, the project address, the customer name, and the next expected step
- Skip any project that already had a customer update sent for this milestone
Done when Every project with a new milestone is identified with its customer and milestone details.
-
2
Gmail - draft customer update emails
gmail.com
WebRun opens Gmail to draft customer update emails. - For each new milestone, draft a short, friendly email to the homeowner explaining what just happened and what comes next
- Reference the specific milestone by name and give a realistic timeframe for the next step
- Save the draft without sending. The email waits for team approval before going out
Done when One Gmail draft exists for every new milestone, addressed to the correct homeowner.
-
3
Slack - notify team to review drafts
slack.com
WebRun opens Slack to notify team to review drafts. - Post a Slack message listing every new draft waiting for review
- Include the customer name, address, and milestone name for each one
- Tag the project manager or customer success rep assigned to each project
Done when The team has been notified in Slack and knows which drafts to review and send.
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 customers automatically without our sign-off?
No. Every email is saved as a Gmail draft and requires a team member to review and click Send. Nothing goes to a homeowner without human approval.
Which milestones trigger a draft?
Any milestone change recorded in Enerflo triggers a draft by default. You can configure WebRun to include or exclude specific milestones during setup.
Can it use our existing email templates?
Yes. Provide your existing templates or a tone example during setup and WebRun will match your style and brand voice on every draft it writes.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.