All templates

Turn Work-Order Emails Into Jobs Automatically

Every morning, WebRun reads new work-order emails in Gmail, opens Tradify, creates the matching job from each one, and pings you on Telegram so nothing slips through.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Gmail read work-order emails
2 Tradify create job from email
3 Telegram notifies you (concierge)
In short

How can I automatically turn work-order emails into jobs in Tradify?

WebRun checks Gmail every few minutes for new work-order emails, opens Tradify, and creates the matching job automatically — then pings you on Telegram so every order is logged and nothing slips through, even during a busy day on the tools.

  • Every work-order email becomes a Tradify job without manual entry
  • No work order slips through during busy on-site days
  • Instant Telegram alert confirms each job is created

Built for plumbers · electricians · HVAC contractors · field service businesses

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order — in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens mail.google.com in a real browser with your saved login — no setup, no API keys.

  2. 1
    Gmail — read work-order emails
    gmail.com
    WebRun in Gmail: read work-order emails
    WebRun opens Gmail to read work-order emails.
    • Search the inbox for unread "work order" or "job request" emails
    • Open the first 5 and read the customer, contact, job description, and requested date
    • Mark each processed email as read

    Done when Up to 5 work-order emails are read and their details captured.

  3. 2
    Tradify — create job from email
    tradify.com
    WebRun in Tradify: create job from email
    WebRun opens Tradify to create job from email.
    • In Tradify, open Jobs and click "New Job"
    • Fill in the customer, job description, and scheduled date
    • Save the job and confirm a new job ID is shown

    Done when A job is created and saved for each work order.

  4. 3
    Telegram — notifies you (concierge)
    telegram.org
    WebRun in Telegram: notifies you (concierge)
    WebRun opens Telegram to notifies you (concierge).
    • Sends you the result so you can review every run — nothing slips through.
Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
mail.google.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Full · Telegram
OutputWhat each run produces — A list of the created jobs with customer name, job description, and the new Tradify job ID.
Text
Setup & safety

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.

Your credentials stay in your own private environment — WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

How does WebRun know which emails are work orders?

It searches for unread emails with "work order" or "job request" in the subject, then reads each one. You can tighten or loosen that rule in the plan.

What stops it creating the same job twice?

It marks every processed email as read, so the next run only picks up genuinely new work orders.

Where do I see what it did?

You get a full Telegram message after every run listing the jobs it created, plus a session recording you can replay.

Put this on autopilot.

Turn it on in minutes — or have our team set it up for you.