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For service advisors, service managers & ag equipment dealership service departments

Fill your preseason inspection schedule before the rush hits

Every Monday for eight weeks before planting or harvest season, WebRun opens ASPEN, finds customers whose equipment has not had a preseason inspection booked this year, drafts a short personal outreach email for each customer and leaves it in Gmail for the service advisor to review, and logs who has been contacted and who has booked in Google Sheets.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 ASPEN (Charter Software) find customers without a preseason inspection booked
2 Gmail draft personal outreach to each customer
3 Google Sheets log who was contacted and who booked
Run a sample
In short

How do I fill my preseason inspection schedule before customers get busy?

WebRun finds ASPEN customers who had a preseason inspection last year but have not booked one this year, drafts a personal outreach email referencing their equipment and last service date, leaves it unsent in Gmail for the service advisor to review, and logs contacts and bookings in Google Sheets so your inspection schedule fills before the season rush.

  • Inspection slots fill weeks before the season, not the week everyone calls at once
  • Every outreach email references the customer's actual equipment and service history
  • Customers who already booked are automatically dropped from the next outreach batch

Built for service advisors · service managers · ag equipment dealership service departments

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 aspendealers.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    ASPEN (Charter Software) - find customers without a preseason inspection booked
    aspendealers.com How to Automate ASPEN (Charter Software)
    WebRun in ASPEN (Charter Software): find customers without a preseason inspection booked
    WebRun opens ASPEN (Charter Software) to find customers without a preseason inspection booked.
    • Open ASPEN and pull customers who had a preseason inspection last year
    • Filter to those with no inspection appointment booked yet this year
    • Note each customer's equipment, last service date, and preferred contact

    Done when Every customer due for outreach is listed with their equipment and last service date.

  3. 2
    Gmail - draft personal outreach to each customer
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft personal outreach to each customer
    WebRun opens Gmail to draft personal outreach to each customer.
    • Draft a short, personal outreach email for each customer offering to book their preseason inspection
    • Reference their specific equipment and last service date in the draft
    • Leave every draft unsent in Gmail for the service advisor to review and personalize

    Done when A draft outreach email exists in Gmail for every customer due for a preseason inspection.

  4. 3
    Google Sheets - log who was contacted and who booked
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log who was contacted and who booked
    WebRun opens Google Sheets to log who was contacted and who booked.
    • Log each customer contacted this week to the outreach tracker
    • Mark customers who booked an appointment since last week's run as complete

    Done when The outreach tracker in Google Sheets reflects this week's contacts and bookings.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
aspendealers.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Outreach tracker · Google Sheets
OutputWhat each run produces - Draft Gmail outreach emails for every customer due a preseason inspection, plus an outreach and booking tracker in Google Sheets.
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

Will it email customers to book an inspection without me?

No. WebRun only drafts the outreach email in Gmail. Your service advisor reviews and sends each one, so nothing goes out in your name unreviewed.

How does it pick which customers to contact first?

It starts from customers who had a preseason inspection last year and have not yet booked this year, so the list favors people already in the habit of servicing before season.

Does it stop contacting a customer once they book?

Yes. It checks the live appointment status in ASPEN each week, so anyone who has booked is marked complete and left off the next outreach batch.

Put this on autopilot.

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