Alert your team the moment a field incident or project exception occurs
When a field incident or project exception is logged in Carlson Software, WebRun immediately reads the incident details, pings the relevant crew lead and project manager in Slack, sends an urgent Telegram message to the principal in charge, and drafts a formal incident report email in Gmail for your review before it goes to the client or insurer.
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How do I automatically alert my team when a field incident is logged in a survey project?
When a field incident or project exception is logged in Carlson Software, WebRun reads the details, classifies the severity, and immediately alerts the crew lead and project manager in Slack and the principal in charge via Telegram. It also drafts a formal incident report in Gmail for your review before any external notification is sent.
- The right people are alerted within minutes of a field incident being logged
- No external notification or report leaves the business without your review
- Critical incidents automatically reach the principal in charge via Telegram, not just Slack
Built for survey firm principals · survey crew managers · land surveying safety officers · civil engineering 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.carlsonsw.comin a real browser with your saved login - no setup, no API keys. -
1
Carlson Software - detect and read incident or exception log
carlsonsw.com How to Automate Carlson Software
WebRun opens Carlson Software to detect and read incident or exception log. - Detect when a new incident or exception record is created in Carlson Software
- Read the incident type, project, location, crew members involved, time, and initial description
- Classify the severity as minor, significant, or critical based on the incident type
Done when The incident details and severity classification are captured from Carlson Software.
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2
Slack - alert crew lead and project manager
slack.com How to Automate Slack
WebRun opens Slack to alert crew lead and project manager. - Post an immediate incident alert to the relevant crew lead and project manager in Slack
- Include the project name, incident type, location, crew involved, and severity classification
- For critical incidents, tag the full management channel to ensure immediate visibility
Done when The crew lead and project manager have been alerted in Slack with the incident details.
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3
Telegram - notify principal in charge
telegram.org How to Automate Telegram
WebRun opens Telegram to notify principal in charge. - Send an urgent Telegram message to the principal in charge with the incident summary
- Include the severity level and a note on whether any crew member requires medical attention
- Send immediately without waiting for the Slack alert to be acknowledged
Done when The principal in charge has received the Telegram incident notification.
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4
Gmail - draft formal incident report for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft formal incident report for review. - Draft a formal incident report email with the full details from the Carlson Software record
- Format it for use with your insurer or for client notification if required
- Leave the draft unsent for your review and legal sign-off before it goes anywhere external
Done when A formal incident report draft is waiting in Gmail for your 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 automatically notify the client or insurer about the incident?
No. External notifications such as client emails or insurer reports are irreversible. WebRun drafts the formal report in Gmail and holds it for your review and legal sign-off before anything goes outside your business.
How does it determine the severity level?
WebRun reads the incident type from the Carlson Software record and maps it to a severity level based on the classification rules you set during setup. You can update those rules at any time without changing the workflow.
Can it escalate automatically if the crew lead does not respond in Slack?
Not automatically. WebRun sends the initial Slack and Telegram alerts immediately. If the crew lead does not respond, the Telegram message to the principal in charge ensures the right person is always reached within the same run.
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