Follow up on open quotes before accounts buy from someone else
Every morning, WebRun opens VIP, finds quotes open for more than three days without a customer response, drafts a polite follow-up email for each in Gmail for the assigned rep to review and send, and posts a summary of all open quotes to Slack so nothing goes cold.
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How do I automatically follow up on open quotes in my beverage distribution business?
WebRun opens VIP every morning, finds quotes that have been open more than three days without a customer response, drafts a polite, quote-specific follow-up email in Gmail for each assigned rep to review and send, and posts a value-sorted open-quote summary to Slack, so no sales opportunity goes cold while reps are busy.
- Every aging open quote has a drafted follow-up ready for the rep each morning
- Sales manager sees total open-quote pipeline value in Slack without pulling a report
- No quote sits open more than three days without a follow-up initiated
Built for beverage distributors · sales reps · sales managers · beer and wine wholesalers
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
apps.vtinfo.com/beveragein a real browser with your saved login - no setup, no API keys. -
1
VIP - identify aging open quotes
vtinfo.com How to Automate VIP
WebRun opens VIP to identify aging open quotes. - Open VIP and filter quotes to open status with no response in the past three days
- Capture quote number, account name, SKUs quoted, total value, quote date, and assigned rep
- Sort by quote value descending to prioritize highest-value follow-ups
Done when All aging open quotes are listed with value, account, and assigned rep.
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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 short, friendly follow-up email for each aging quote addressed to the account contact
- Reference the original quote number and products quoted to make the message specific
- Leave each draft unsent for the assigned rep to review, personalize, and send
Done when Follow-up email drafts are in Gmail for every aging open quote.
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3
Slack - post open-quote summary
slack.com How to Automate Slack
WebRun opens Slack to post open-quote summary. - Post a summary of all aging open quotes to the sales channel, sorted by value
- Tag each rep next to their quotes so they know which follow-ups are theirs
- Include total open quote value so the manager sees the pipeline at risk
Done when Sales team has the open-quote summary in Slack with follow-up drafts ready.
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 the follow-up emails automatically?
No. WebRun drafts each follow-up and leaves it in Gmail for the assigned rep to review and send. Nothing goes to an account contact without the rep approving it.
How long does a quote have to be open before it gets a follow-up draft?
The default is three days with no customer response. You can adjust this threshold at setup to match your sales cycle length.
What if a quote is already being followed up manually?
If the rep has already marked the quote as responded or converted in VIP, it will not appear in the next run. Only genuinely open, unresponded quotes are included.
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