権原調査

権原調査⁠の自⁠動⁠化テ⁠ン⁠プ⁠レ⁠ー⁠ト

権原調査向けに、すぐに使えるワークフローを10件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、AbstractorPro、Slack、Gmailです。

権原調査
すべてのカテゴリ
Automated QC Review Queue
Every morning, WebRun finds title orders whose search is done but still needs QC in AbstractorPro and posts the examiner a ranked Slack review queue.
AbstractorPro›Slack
Automated Aged Receivables Digest
Every Monday, WebRun reads open client invoices in QuickBooks, ages each balance by account, and sends you a Telegram digest of receivables with the oldest and largest balances first.
AbstractorPro›QuickBooks›Telegram
Automated Abstract Delivery Invoicing
Every few minutes, WebRun finds title orders marked delivered in AbstractorPro and drafts the matching client invoice in QuickBooks, left unsent for you to review and send.
AbstractorPro›QuickBooks
Automated Abstractor Performance Tracking
Every Monday, WebRun reads each abstractor's five-star performance grades in AbstractorPro, logs the trend to Google Sheets, and posts a Slack alert on anyone slipping below your rating bar.
AbstractorPro›Google Sheets›Slack
Automated Property Report Delivery
Every few minutes, WebRun finds title orders whose property report is complete in AbstractorPro and drafts a delivery email to the client in Gmail, left unsent for you to review before it goes out.
AbstractorPro›Gmail
Automated Overdue Abstractor Chasing
Every morning, WebRun finds assigned orders whose search results are overdue in AbstractorPro and drafts a friendly chase message to each abstractor in Gmail, left unsent for you to review.
AbstractorPro›Gmail›Slack
Automated Open Order Status Digest
Every morning, WebRun reads all open title orders in AbstractorPro, groups them by status, and sends you a Telegram digest of the whole pipeline at a glance.
AbstractorPro›Telegram
Automated Overdue Title Order Alerts
Every morning, WebRun checks AbstractorPro for open title orders that are past their promised turnaround, ranks them by how late they are, and posts the team a Slack worklist.
AbstractorPro›Slack
Automated Abstractor Order Assignment
Every few minutes, WebRun finds unassigned title orders in AbstractorPro, matches each one to an abstractor who covers that county from your Google Sheets roster, and assigns it, then posts the assignments to Slack.
AbstractorPro›Google Sheets›Slack
Automated Title Order Acknowledgments
Whenever a new title order arrives in AbstractorPro, WebRun reads the property and client details and drafts a warm acknowledgment reply in Gmail, left unsent for you to review.
AbstractorPro›Gmail

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