Encompass Automated Quote Follow-Up Drafts
Every morning, WebRun checks open quotes in Encompass that have not been responded to in 3 days, drafts a follow-up email for each in Gmail, and notifies the rep in Slack.
Encompass Automated Proof of Delivery Chaser
Every morning, WebRun checks Encompass for delivered orders with no POD on file, and posts a chase list to your logistics team in Slack so missing signatures are collected same day.
Encompass Automated Price List Update Rollout
When you publish a new price list in Encompass, WebRun drafts a notification email for each affected customer segment in Gmail and logs the update rollout to a Google Sheet for your team to track.
Encompass Automated Overdue Invoice Chaser
Every Monday, WebRun finds overdue invoices in Encompass, drafts a polite payment reminder for each customer in Gmail, and posts your AR team a chase list in Telegram.
Encompass Automated Order Exception Flags
Every hour, WebRun scans today's orders in Encompass for exceptions like shorts, substitutions, and out-of-stocks, and posts a clean exceptions list to your ops Slack channel.
Encompass Automated New Item Setup Checklist
When a new item is created in Encompass, WebRun checks all required setup fields, flags any gaps in a Slack alert to your catalogue team, and logs the checklist to a Google Sheet.
Encompass Automated New Customer Onboarding Kickoff
When a new customer account is approved in Encompass, WebRun drafts a welcome email, creates a Google Calendar onboarding call, and notifies the account rep in Slack.
Encompass Automated Low-Stock Reorder Alerts
Every morning, WebRun checks your Encompass inventory, flags SKUs below reorder threshold, and posts your purchasing team a prioritized reorder list in Slack.
Encompass Automated Expiring Lot FEFO Alerts
Every morning, WebRun scans Encompass lot records for stock expiring within 14 days, ranks by urgency, and posts a FEFO alert to your warehouse team in Slack.
Encompass Automated Delivery Route Confirmations
Each morning, WebRun pulls finalized delivery routes from Encompass and sends each driver a Twilio SMS with their stop count, first stop address, and dispatch time.
Encompass Automated Customer Reorder Reminders
Every morning, WebRun finds restaurant accounts in Encompass that are overdue to reorder based on their buying pattern, drafts a reorder prompt for each in Gmail, and alerts the rep in Slack.
Encompass Automated Credit Hold Worklist
Every morning, WebRun pulls accounts on credit hold from Encompass, checks their balance and aging in QuickBooks, and posts a prioritized worklist to your AR team in Slack.
Encompass Automated Backorder Status Digest
Every morning, WebRun pulls open backorders from Encompass, groups them by customer and ETA, and posts a clear status digest to your ops channel in Slack.