Hand off finishing work without dropping the paperwork
Every morning, WebRun opens SigmaNEST, finds jobs that finished cutting and forming and are marked for outside finishing, compiles the part list and drawings into a job packet in Google Drive, prepares the vendor work order in DocuSign, and posts a Slack alert so your team can review and send the handoff to the finishing vendor.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I hand off a SigmaNEST job to an outside finishing vendor?
WebRun checks SigmaNEST every morning for jobs that finished cutting and forming and are marked for outside finishing. It compiles the part list and drawings into a job packet in Google Drive, prepares a vendor work order in DocuSign, and alerts Slack once both are ready for your team to review and send.
- Finishing vendor packets are compiled the same day a job clears cutting and forming
- Nothing goes to a vendor without a human reviewing the work order first
- Multi-step finishing jobs get a separate, complete handoff for each vendor
Built for sheet metal fabricators · shop production coordinators · outside processing vendors · fabrication shop owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.sigmanest.comin a real browser with your saved login - no setup, no API keys. -
1
SigmaNEST - find jobs marked for outside finishing
sigmanest.com How to Automate SigmaNEST
WebRun opens SigmaNEST to find jobs marked for outside finishing. - Open SigmaNEST and find jobs that completed cutting and forming
- Filter to jobs flagged for outside finishing such as plating, powder coat, or anodizing
- Capture part count, finish specification, and the assigned finishing vendor for each
Done when Every job ready for outside finishing is identified with its finish spec and vendor.
-
2
Google Drive - compile the job packet
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to compile the job packet. - Open or create the job folder for each finishing-bound job
- Compile the part list, quantities, and relevant drawings into a single packet
- Save the packet to the job folder
Done when A complete job packet exists in Google Drive for every job ready for outside finishing.
-
3
DocuSign - prepare the vendor work order for signature
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare the vendor work order for signature. - Prepare a vendor work order naming the parts, finish spec, and due date back to the shop
- Attach the job packet from Google Drive
- Leave the envelope unsent in DocuSign for your team to review before sending to the vendor
Done when A reviewable, unsent vendor work order exists in DocuSign for every finishing-bound job.
-
4
Slack - alert the team the handoff is ready to send
slack.com How to Automate Slack
WebRun opens Slack to alert the team the handoff is ready to send. - Post an alert naming the job, vendor, and finish spec once the packet and work order are ready
- Link to the job folder and the DocuSign envelope
- Tag whoever sends outbound vendor paperwork
Done when The team has a Slack alert and links to review before the handoff goes out.
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 parts or paperwork to the vendor on its own?
No. WebRun compiles the job packet and prepares the DocuSign work order, then leaves both for your team to review. Nothing is sent to the vendor without a human approving it first.
How does it know which vendor a job goes to?
It reads the finishing vendor and finish specification assigned to the job in SigmaNEST, so keeping that field current keeps the handoff routed correctly.
What if a job needs more than one finishing step?
Each finishing step generates its own job packet and work order, so multi-step jobs, such as plating followed by anodizing, get a separate reviewable handoff for each vendor.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.