Book site surveys before momentum is lost
Every morning, WebRun opens OpenSolar, finds leads that have been qualified but do not yet have a site survey booked, checks Google Calendar for the next available survey slots, drafts a scheduling email for each homeowner with two or three time options, and queues every draft in Gmail for the team to review before sending.
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How do I automatically schedule solar site surveys with homeowners?
WebRun opens OpenSolar every morning and finds leads that are ready for a site survey but have none booked. It checks the surveyor's Google Calendar for real available slots, drafts a personalised scheduling email for each homeowner in Gmail, and alerts the team in Slack to review and send. Nothing is booked or sent without approval.
- Every qualified lead gets a scheduling email drafted within 24 hours of reaching survey-ready status
- Homeowners receive real calendar options rather than a generic request to call
- The team spends seconds approving drafts instead of manually checking calendars and composing emails
Built for residential solar installers · solar sales teams · solar surveyors
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
app.opensolar.comin a real browser with your saved login - no setup, no API keys. -
1
OpenSolar - find leads ready for a site survey
opensolar.com
WebRun opens OpenSolar to find leads ready for a site survey. - Open OpenSolar and filter leads to those in a qualified or proposal-requested stage with no site survey date set
- Capture the homeowner name, email, address, and the assigned surveyor or rep
- Skip any lead where an outreach email was already sent in the last 48 hours
Done when Every lead ready for a site survey is listed with homeowner contact details.
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2
Google Calendar - check available survey slots
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to check available survey slots. - Open the surveyor's Google Calendar for the next 7 business days
- Find two or three open time slots that fit a standard site survey duration
- Capture the date and time of each available slot to include in the email
Done when Two or three real available time slots are identified for each surveyor.
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3
Gmail - draft scheduling email with time options
gmail.com How to Automate Gmail
WebRun opens Gmail to draft scheduling email with time options. - Draft a friendly scheduling email for each homeowner offering the identified time slots
- Address the homeowner by name and reference their project address
- Leave the draft unsent in Gmail for the team to review before it goes out
Done when One Gmail draft with real calendar options exists for every ready lead.
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4
Slack - notify team to review and send
slack.com How to Automate Slack
WebRun opens Slack to notify team to review and send. - Post a Slack notification listing how many scheduling drafts are waiting for review
- Tag the assigned rep or surveyor for each lead
- Include a direct link to Gmail drafts so the team can approve quickly
Done when The team has been notified in Slack and can send their drafts immediately.
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 book calendar slots or send emails without our approval?
No. WebRun drafts the scheduling email with available time options but leaves it unsent. It never books a calendar event or contacts a homeowner until a team member approves the draft.
What if no slots are available in the next 7 days?
WebRun will note in the Slack alert that no slots were found for that lead, so the team knows to manually arrange a time.
Which leads does it target?
It targets leads in OpenSolar that have reached the qualified or proposal-requested stage but do not yet have a site survey date recorded.
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