Follow up on open quotes before they go cold
Every Monday, WebRun opens Wherefour, finds all quotes sent more than five days ago that are still in open or pending status, logs them to a Google Sheet pipeline tracker, and drafts a personalized follow-up email in Gmail for each open quote so your sales reps can review, adjust the offer if needed, and send with one click.
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How do I automatically draft follow-up emails for open quotes in my food manufacturing business?
Every Monday, WebRun finds all Wherefour quotes sent more than five days ago that are still open, logs them to a Google Sheet pipeline tracker with days-open and validity flags, and drafts a personalized follow-up email in Gmail for each one. Sales reps review and send their own drafts, so no open quote goes cold for lack of timely outreach.
- No open quote goes more than a week without a follow-up attempt
- Every draft is personalized with the correct quote number and customer-specific context
- Quote Pipeline sheet gives the sales manager a live view of all open deals
Built for food manufacturers · beverage producers · co-packers · sales reps · sales 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.wherefour.comin a real browser with your saved login - no setup, no API keys. -
1
Wherefour - find open quotes past the follow-up window
wherefour.com How to Automate Wherefour
WebRun opens Wherefour to find open quotes past the follow-up window. - Open Wherefour and navigate to open Quotes
- Filter to quotes in sent or pending status with a sent date more than 5 days ago
- Capture customer name, quote number, total value, sent date, and assigned sales rep for each
- Note any line items that are close to their quoted validity expiry
Done when All open quotes past the five-day follow-up window are listed with their details and rep assignments.
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2
Google Sheets - log open quote pipeline for sales manager
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log open quote pipeline for sales manager. - Open the designated Quote Pipeline Google Sheet
- Upsert a row for each open quote with customer, quote number, value, days open, and rep
- Mark rows where the quote validity is expiring within 3 days
- Remove rows for quotes that have since been accepted, declined, or converted to orders
Done when The Quote Pipeline sheet reflects all currently open quotes with days-open and expiry flags.
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3
Gmail - draft follow-up emails for rep review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails for rep review. - Draft a personalized follow-up email for each open quote addressed to the customer's primary contact
- Reference the specific quote number and key line items in the email body
- For quotes near validity expiry, include a note about the approaching deadline
- Leave every email as a draft in the assigned rep's Gmail for review. Do not send automatically.
Done when A review-ready draft follow-up email exists in Gmail for every open quote past the five-day window.
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 follow-up emails to prospects automatically?
No. Every follow-up email is drafted in Gmail and left for the assigned sales rep to review and send. WebRun never emails a customer or prospect without a human approving the message first.
What if the same quote has already been followed up this week?
WebRun checks the Quote Pipeline sheet for follow-up activity logged in the current week. Quotes that already have a follow-up marked are skipped so reps are not asked to send a second email to the same customer.
Can it handle quotes from multiple sales reps?
Yes. Each draft follow-up email is placed into the Gmail drafts of the rep assigned to that quote in Wherefour, so every rep only sees their own follow-ups.
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