Follow up on sent proposals without letting any go cold
Every Monday, WebRun opens Monograph, finds proposals sent more than seven days ago with no client response, drafts a courteous follow-up email for each in Gmail, and posts a Slack pipeline summary for your review before any email is sent to a prospect.
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How can I automatically follow up on unanswered proposals from Monograph?
WebRun checks open proposals in Monograph every Monday, identifies any sent more than seven days ago with no client response, and drafts a courteous follow-up email in Gmail for each. It posts a Slack pipeline summary for your review. No email reaches a prospect until you approve and send each Gmail draft.
- No proposal goes cold because a follow-up was forgotten
- Principals see the full proposal pipeline every Monday in Slack
- No email reaches a prospect without your explicit review and approval
Built for architecture firms · engineering firms · AEC principals · business development 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
app.monograph.comin a real browser with your saved login - no setup, no API keys. -
1
Monograph - find open unanswered proposals
monograph.com
WebRun opens Monograph to find open unanswered proposals. - Open Monograph and navigate to the pipeline or proposals section
- Filter to proposals with a sent date more than seven days ago and no recorded client response
- Capture the prospect name, project type, proposal amount, and sent date for each
Done when All unanswered proposals older than seven days are listed with their details.
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2
Gmail - draft follow-up emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails. - Draft a brief, professional follow-up email for each unanswered proposal
- Reference the proposal by project type and the original sent date
- Save each as a Gmail draft. Do not send any email without human review and approval
Done when A draft follow-up email is ready in Gmail for every unanswered proposal.
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3
Slack - post pipeline summary for review
slack.com How to Automate Slack
WebRun opens Slack to post pipeline summary for review. - Post a pipeline summary to the business development channel listing each open proposal with prospect, amount, and days since sent
- Note how many Gmail drafts are ready for review
- Flag any proposal outstanding for more than 21 days for priority follow-up
Done when Principals have a full proposal pipeline view in Slack and Gmail drafts ready to send.
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 email prospects without my approval?
No. Every follow-up is saved as a Gmail draft and shown in the Slack summary first. You review and send each one yourself. Nothing reaches a prospect without your explicit sign-off.
How does it know a proposal has had no response?
WebRun checks the proposal status in Monograph. If the status is still open or pending and no response date is recorded after seven days, the proposal is flagged for follow-up.
Can I change the follow-up window from seven days?
Yes. Tell WebRun your preferred follow-up interval and it will only flag proposals that have been waiting longer than that number of days before drafting a reminder.
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