Track project insurance and certificate expiry so nothing lapses
Every Monday, WebRun reads project insurance and certificate of insurance expiry dates from Deltek and a Google Sheets register, flags any policy or certificate expiring within 60 days, posts an internal Slack alert for your operations team, and drafts a renewal or update request email for each expiring item for your review before sending.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically track and alert on project insurance certificate expiry dates in Deltek?
WebRun reads project insurance and certificate of insurance expiry dates from Deltek and a Google Sheets register every Monday, flags anything expiring within 60 days, and posts an internal Slack alert for your operations team. Draft renewal request emails are queued for your review before any external communication is sent.
- No project insurance certificate lapses because an expiry date was overlooked
- Operations team gets 60 days of advance notice for every expiring policy
- Google Sheets insurance register stays current across all active projects
Built for architecture firms · engineering firms · AEC operations managers · principals · project managers
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.deltek.com/en/erp/vantagepointin a real browser with your saved login - no setup, no API keys. -
1
Deltek - read project insurance data
deltek.com
WebRun opens Deltek to read project insurance data. - Open Deltek Vantagepoint and navigate to project contract or compliance data for active projects
- Read any insurance-related fields including policy expiry dates, certificate of insurance dates, and required coverage types
- Identify any policy or certificate expiring within 60 days
Done when All expiring insurance policies and certificates across active projects are identified.
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2
Google Sheets - check expiry register
google.com How to Automate Google Sheets
WebRun opens Google Sheets to check expiry register. - Open the insurance and certificate expiry register in Google Sheets
- Update each project row with the latest expiry dates from Deltek
- Highlight certificates expiring within 60 days in amber and within 30 days in red
Done when The insurance register is current and all at-risk items are highlighted.
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3
Slack - post expiry alert and queue drafts
slack.com How to Automate Slack
WebRun opens Slack to post expiry alert and queue drafts. - Post an internal alert to the operations or risk channel listing each expiring policy or certificate with project name, coverage type, expiry date, and days remaining
- Note that draft renewal or update request emails are ready in Gmail for your review
- Flag anything expiring within 30 days as urgent
Done when The operations team has a full insurance expiry alert in Slack and request drafts are queued for review.
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 send renewal requests to insurance brokers or clients automatically?
No. All renewal or update request emails are saved as Gmail drafts and listed in the Slack alert for your review first. You decide who receives each request and send it yourself. Nothing goes externally without your approval.
What types of project insurance does it track?
WebRun tracks whatever you record in your Deltek project data and Google Sheets register, including certificates of insurance from consultants, general liability, professional liability, and owner-provided policies. You control what fields are tracked.
Can it cover certificates from sub-consultants as well as the firm's own policies?
Yes. If sub-consultant certificate expiry dates are recorded in Deltek or your Google Sheets register, WebRun includes them in the weekly scan and flags any that are approaching expiry alongside the firm's own policies.
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