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For survey firm managers, survey crew leads & land surveying offices

Get a daily digest of every active survey job status

Every morning, WebRun opens Carlson Software, reads the current status of every active survey project, logs a snapshot to Google Sheets for the record, and posts a structured digest to your team Slack channel so every crew lead and office manager starts the day knowing exactly where each job stands.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 7:30 AM WebRun
1 Carlson Software read active project statuses
2 Google Sheets log daily status snapshot
3 Slack post team digest
Run a sample
In short

How do I get an automatic daily status digest for all my active survey projects?

Every morning, WebRun reads the current phase and crew assignment for every active project in Carlson Software, logs a time-stamped snapshot to Google Sheets, and posts a grouped digest to Slack. Stalled and overdue jobs are flagged at the top so your team can resolve blockers the moment they arrive.

  • Every crew lead starts the day knowing where each job stands
  • Stalled and overdue projects are flagged before fieldwork begins
  • A time-stamped Google Sheets log builds a billing and audit trail automatically

Built for survey firm managers · survey crew leads · land surveying offices · civil engineering project managers

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

  2. 1
    Carlson Software - read active project statuses
    carlsonsw.com How to Automate Carlson Software
    WebRun in Carlson Software: read active project statuses
    WebRun opens Carlson Software to read active project statuses.
    • Open Carlson Software and navigate to the active projects list
    • For each project, read the current phase, assigned crew, and any blocking issues
    • Flag projects that are overdue or stalled with no activity in 48 hours

    Done when Every active project has a current status and phase recorded.

  3. 2
    Google Sheets - log daily status snapshot
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log daily status snapshot
    WebRun opens Google Sheets to log daily status snapshot.
    • Open the project tracking sheet in Google Sheets
    • Append a new row for today's snapshot with project name, phase, crew, and status
    • Update the summary tab with any newly flagged or completed jobs

    Done when Today's status snapshot is logged in Google Sheets for the record.

  4. 3
    Slack - post team digest
    slack.com How to Automate Slack
    WebRun in Slack: post team digest
    WebRun opens Slack to post team digest.
    • Post a structured morning digest to the team channel
    • Group jobs by status: in-field, in-office, blocked, and completed this week
    • Highlight stalled or overdue jobs at the top so they get immediate attention

    Done when The team has today's project status digest in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.carlsonsw.com
ScheduleRuns automatically on this cadence
Every day at 7:30 AM
DeliveryHow each run's result reaches you
Job status digest · Slack
OutputWhat each run produces - A structured Slack digest grouping all active survey jobs by phase, with stalled and overdue jobs highlighted, plus a Google Sheets log entry for the record.
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

Can it message clients with their project status?

No. The digest is internal only, posted to your team Slack channel. Client-facing status updates are a separate workflow and always go through a human review step before sending.

How does it know which projects are stalled?

WebRun flags any project with no recorded activity or phase change in the past 48 hours. You can adjust the inactivity window in your settings to match your typical field cycle.

Is the Google Sheets log useful for billing?

Yes. The daily snapshot creates a time-stamped history of each project's phase progression that you can reference when invoicing for completed milestones or resolving disputes.

Put this on autopilot.

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