All templates
For home inspectors, inspection companies & inspection businesses that rely on agent referrals

Thank every referring agent automatically after each job

When a Spectora job is marked complete and has a referring agent on record, WebRun reads the agent and property details, logs the referral in a Google Sheet, and drafts a warm thank-you email to the agent in Gmail for your approval before anything is sent.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Within minutes of each completed referred job WebRun
1 Spectora read completed job and agent details
2 Google Sheets log referral in tracker
3 Gmail draft thank-you for approval
Run a sample
In short

How do I automatically thank referring real estate agents after each inspection?

WebRun monitors Spectora for completed jobs with a referring agent on record and, within minutes, logs the referral in a Google Sheet and drafts a personalised thank-you email in Gmail. The draft waits for your approval before any message reaches the agent, keeping your referral relationships warm without any manual effort.

  • Every referring agent receives a personalised thank-you within minutes of job completion
  • Referral history is logged automatically in a Google Sheet for review
  • No thank-you goes out without your explicit approval

Built for home inspectors · inspection companies · inspection businesses that rely on agent referrals

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

  2. 1
    Spectora - read completed job and agent details
    spectora.com
    WebRun in Spectora: read completed job and agent details
    WebRun opens Spectora to read completed job and agent details.
    • Open Spectora and navigate to the newly completed job
    • Read the referring agent name, brokerage, and email address
    • Note the property address and inspection date to personalise the message

    Done when The referring agent details and job info are captured.

  3. 2
    Google Sheets - log referral in tracker
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log referral in tracker
    WebRun opens Google Sheets to log referral in tracker.
    • Open the referral tracking sheet
    • Append a new row with the agent name, brokerage, property address, and job date
    • Mark the thank-you status as Pending so you can track it

    Done when The referral is logged in the sheet and the thank-you is marked as pending.

  4. 3
    Gmail - draft thank-you for approval
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft thank-you for approval
    WebRun opens Gmail to draft thank-you for approval.
    • Draft a warm, personalised thank-you email to the agent naming the property and the date
    • Include a brief note inviting future referrals
    • Leave the email as an unsent draft in Gmail for your review before it is sent

    Done when A personalised thank-you draft is waiting in Gmail for your approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
spectora.com
ScheduleRuns automatically on this cadence
Within minutes of each completed referred job
DeliveryHow each run's result reaches you
Thank-you draft · Gmail
OutputWhat each run produces - A Gmail draft thank-you to the referring agent, plus a new row in the referral tracking sheet.
Draft email and referral log
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 send the thank-you without my approval?

No. The thank-you is always left as an unsent Gmail draft. You read it, adjust the tone if needed, and send it yourself, so every message going to an agent is one you have approved.

What if the job has no referring agent on record?

WebRun checks for a referring agent before taking any action. Jobs with no agent on record are skipped, so the workflow only runs when there is someone to thank.

Can it track how many jobs each agent has referred over time?

Yes. Because every referral is logged in the Google Sheet with the agent name and date, you can see an agent's running referral count at any time directly in the sheet.

Put this on autopilot.

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