Automated Karmak Unit Delivery Prep Checklists
Every morning, WebRun opens Karmak Fusion, checks every sold new or used unit with a delivery date in the next 5 days, posts your prep team a Microsoft Teams checklist covering PDI, detail, fuel, and outstanding paperwork for each unit, and prepares the delivery and title documents in DocuSign so your sales rep only has to review and send.
How do I get sold trucks delivery ready automatically before the delivery date?
WebRun checks Karmak Fusion every morning for sold units with a delivery date in the next 5 days, posts your prep team a Microsoft Teams checklist covering PDI, detail, fuel, and any open deal condition, and prepares delivery and title documents in DocuSign that stay unsent until your sales rep reviews them. Units missing a completed PDI or title are flagged first, so nothing reaches delivery day unready.
- Prep teams get a per unit checklist days before delivery instead of a morning of scramble
- Delivery paperwork is pre filled in DocuSign so reps only review and send
- Units missing a PDI or title are flagged before they reach delivery day
Built for commercial truck dealerships · make ready and prep teams · sales reps · dealership delivery 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
www.karmak.comin a real browser with your saved login - no setup, no API keys. -
1
Karmak Fusion - find sold units nearing delivery
karmak.com
WebRun opens Karmak Fusion to find sold units nearing delivery. - Open Karmak Fusion and pull every sold unit with a delivery date in the next 5 days
- Capture the unit number, buyer, sale terms, and any outstanding conditions on the deal
- Flag any unit still missing a PDI record or a signed trade in title
Done when Every unit due for delivery within 5 days is listed with its buyer and any outstanding conditions.
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2
Microsoft Teams - post the prep checklist
microsoft.com
WebRun opens Microsoft Teams to post the prep checklist. - Post a delivery prep checklist to the make ready channel for each unit due within 5 days
- Include PDI, detail, fuel, and any deal condition still open for that unit
- Flag units missing a completed PDI or title so the prep team prioritizes them first
Done when Your prep team has a checklist in Microsoft Teams for every unit due for delivery this week.
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3
DocuSign - prepare delivery paperwork for review
docusign.com
WebRun opens DocuSign to prepare delivery paperwork for review. - Prepare the delivery and title transfer documents pre filled with buyer and unit details for each sale
- Leave every envelope unsent in DocuSign for the sales rep to review
- Flag any unit whose paperwork cannot be completed until an outstanding deal condition is resolved
Done when An unsent, pre filled delivery document envelope is ready in DocuSign for every unit due this week.
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
Does it send the delivery paperwork to the buyer for signature on its own?
No. WebRun prepares the DocuSign envelope pre filled and leaves it unsent. Your sales rep reviews the deal and sends it only when the unit is truly ready.
What is included in the prep checklist?
PDI, detail, fuel, and any open condition on the deal for that unit, pulled straight from Karmak Fusion so the prep team is not guessing what is left to do.
What if a unit still has an unresolved trade in or financing condition?
It is flagged in both the Teams checklist and the DocuSign step, so paperwork is not prepared as final until the outstanding condition is cleared.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.