Follow up on unanswered lab quotes before dentists go elsewhere
Every Monday, WebRun checks Evident and Gmail for quotes sent to dentist practices that have not received a response within seven days, drafts a personalized follow-up email for each unanswered quote in Gmail, and posts the open-quote list to Slack so your sales team can review each draft and send follow-ups before another week passes without a reply.
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How do I automatically follow up on unanswered dental lab quotes?
Every Monday, WebRun finds quotes in Evident that dentist practices have not answered in over seven days, drafts a personalized follow-up email in Gmail for each one, and posts the open-quote list to Slack sorted by age. Every follow-up waits in Gmail as a draft until a sales rep reviews and approves it before any dentist is contacted.
- No unanswered quote sits forgotten past seven days
- Sales reps start Monday with drafted follow-ups ready to review and send
- Oldest open quotes are surfaced first so high-priority opportunities are not buried
Built for dental lab sales teams · dental lab account managers · dental laboratory owners
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
www.evidentdigital.comin a real browser with your saved login - no setup, no API keys. -
1
Evident - find quotes sent but not yet accepted or declined
- Open Evident and navigate to the quoting or pricing section
- Find all quotes sent to doctor accounts more than seven days ago with status still pending
- Capture the doctor name, practice, quote amount, product types quoted, and date sent
Done when All unanswered quotes older than seven days are listed with their details.
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2
Gmail - draft follow-up emails for unanswered quotes
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails for unanswered quotes. - Draft a friendly follow-up email for each unanswered quote, referencing the product types and quoted price
- Keep the tone conversational and include a direct invitation to ask questions or schedule a call
- Leave every follow-up as a Gmail draft for the sales rep to review before sending
Done when One Gmail draft follow-up exists for each unanswered quote, all unsent.
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3
Slack - post the open-quote worklist to the sales channel
slack.com How to Automate Slack
WebRun opens Slack to post the open-quote worklist to the sales channel. - Post the open-quote worklist to the lab sales Slack channel
- List each unanswered quote with the doctor name, quote amount, and days since sent
- Sort by days since sent, oldest quote first
Done when Sales team has the open-quote worklist in Slack with Gmail drafts ready to review.
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 to dentists without my team reviewing them?
No. Every follow-up is saved as a Gmail draft and held until a sales rep reviews and clicks Send. No email reaches a dentist without a person approving it first.
What if the dentist already declined verbally but the quote is still open in Evident?
The sales rep reviewing the Gmail draft will see that account in the open-quote list and can update the quote status in Evident before sending any follow-up.
Can it escalate quotes that are more than 14 days old to the sales manager?
Yes. Quotes older than 14 days can be flagged in the Slack worklist and escalated to the sales manager with a separate notification so older opportunities get extra attention.
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