Draft bid follow-up messages for every open proposal
Every Monday, WebRun opens Buildertrend, finds every proposal that has been sent but not yet signed, drafts a personalised follow-up email for each prospect in Gmail, and posts a summary of open bids to Slack so your team can review and send at their discretion.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open construction bids and proposals?
Every Monday, WebRun opens Buildertrend, finds every proposal that is still unsigned, and drafts a personalised follow-up email in Gmail for each prospect. Drafts are queued for human review before anything is sent, and a Slack summary shows the full open-bid list so your team can act quickly.
- No open proposal goes a week without a follow-up draft ready to send
- Drafts are personalised per prospect, not copy-paste
- Team sees every open bid value and age in one Slack post each Monday
Built for home builders · custom home sales managers · residential contractors · construction estimators
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.buildertrend.netin a real browser with your saved login - no setup, no API keys. -
1
Buildertrend - find open unsigned proposals
buildertrend.com How to Automate Buildertrend
WebRun opens Buildertrend to find open unsigned proposals. - Open Buildertrend and navigate to the proposals section
- Filter for proposals with status Sent or Pending that have no signed contract
- Note the prospect name, project type, proposal value, and date sent for each
Done when All open unsigned proposals are listed with their key details.
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2
Gmail - draft follow-up for each prospect
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up for each prospect. - For each open proposal, draft a polite, on-brand follow-up email referencing the specific project and proposal value
- Leave every draft unsent in Gmail for your team to review and approve before sending
- Do not send any email automatically. All outreach requires human review.
Done when A draft follow-up email exists in Gmail for every open proposal, unsent.
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3
Slack - post open-bid summary
slack.com How to Automate Slack
WebRun opens Slack to post open-bid summary. - Post a summary to your sales channel listing each open bid with prospect name, value, and days since sent
- Remind the team that Gmail drafts are ready for review
Done when The team has a weekly open-bid summary in Slack and drafts ready in Gmail.
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 without my approval?
No. Every follow-up is saved as a Gmail draft and never sent until a team member reviews and clicks Send themselves.
How does it personalise each follow-up?
It pulls the prospect name, project description, and proposal value from Buildertrend and weaves them into each draft so the message feels specific, not generic.
What if a proposal was already signed this week?
It reads the live proposal status in Buildertrend each Monday, so any signed or withdrawn proposals are skipped automatically.
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