Keep referring agents updated on every order automatically
Every morning, WebRun opens Qualia, finds orders where a milestone advanced or a key task completed since the last agent update, and drafts a concise status email for the referring agent on each order. Drafts land in Gmail for review before sending, and a Slack digest shows which agents were updated.
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How do I automatically update referring agents on the status of their orders?
WebRun opens Qualia each morning and identifies every active order where a milestone advanced since the previous day. It drafts a concise status email to the referring agent for each qualifying order, stages the drafts in Gmail for team review, and posts a Slack digest of what was drafted. Agents stay informed without your team writing emails one by one.
- Referring agents get timely updates without staff writing individual emails
- Every outbound agent email is reviewed by a human before it sends
- Orders with no meaningful change are skipped automatically to avoid noise
Built for title companies · escrow officers · title processors · real estate closing 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
app.qualia.comin a real browser with your saved login - no setup, no API keys. -
1
Qualia - identify orders with milestone changes since last agent update
qualia.com
WebRun opens Qualia to identify orders with milestone changes since last agent update. - Open Qualia and filter active orders to those with a milestone change or completed task logged since the previous business day
- For each order, capture the current milestone, what changed, the closing date, and the referring agent's name and email
- Skip orders with no meaningful change since the last agent communication
Done when Every order with an update worth sharing has the referring agent contact and milestone change captured.
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2
Gmail - draft order status update emails for each referring agent
gmail.com How to Automate Gmail
WebRun opens Gmail to draft order status update emails for each referring agent. - Draft a brief, professional order status email to the referring agent for each qualifying order
- Include the property address, current milestone, what just happened, and the next expected step
- Keep the tone friendly and informative without overwhelming the agent with internal detail
- Leave all drafts unsent in Gmail drafts for review before sending
Done when One draft status email per referring agent and order is staged in Gmail drafts for team review.
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3
Slack - post a digest of which agents received updates today
slack.com How to Automate Slack
WebRun opens Slack to post a digest of which agents received updates today. - Post a digest to the title ops Slack channel listing which orders triggered an agent update draft today
- Include the agent name, property, and the milestone that changed
Done when The team can see in Slack which agent updates are staged and ready for approval.
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 agents automatically without anyone reviewing the drafts?
No. Every agent update is left as a Gmail draft. A team member reviews and approves each email before it is sent, so your firm controls every outbound communication.
What if the same agent has multiple active orders?
WebRun creates one draft per order. If an agent has three active orders with updates, three separate drafts are staged so each property gets its own clear communication.
Can we limit updates to only certain milestone types?
Yes. Tell WebRun which milestones warrant an agent notification, such as title clear, CDs issued, or closing confirmed, and it will only draft emails when those specific milestones are reached.
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