Lock in seasonal supply preorders before the rush
Every Monday during a seasonal preorder window, WebRun opens JanSanix, checks each key account's seasonal purchase history against this year's preorder status, drafts a reminder in Gmail for accounts that have not yet ordered, and sets a follow up reminder on the rep's calendar for any account that does not respond before the cutoff.
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How do I remind key accounts to place their seasonal preorder before the cutoff?
WebRun runs your seasonal preorder push every Monday during the window. It checks each key account's purchase history in JanSanix against this year's preorder status, drafts a reminder in Gmail naming the product and quantity they bought last year, and leaves it for the rep to review and send. It also sets a calendar follow up before the cutoff for any account that stays quiet.
- Seasonal preorders get locked in before supply gets tight or prices rise
- Reps send a reminder naming exactly what an account bought last year
- Accounts that go quiet get a scheduled follow up instead of falling through the cracks
Built for jan-san distributors with seasonal product lines · account reps · seasonal sales planners · inside sales teams
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
cloud9erp.comin a real browser with your saved login - no setup, no API keys. -
1
JanSanix (Cloud 9 ERP Solutions) - check seasonal preorder status against last year
cloud9erp.com How to Automate JanSanix (Cloud 9 ERP Solutions)
WebRun opens JanSanix (Cloud 9 ERP Solutions) to check seasonal preorder status against last year. - Open JanSanix and pull each key account's seasonal product purchases from last year
- Check whether the account has placed this year's preorder yet
- Flag accounts with no preorder on file as the cutoff approaches
Done when Every key account's preorder status is checked against last year's purchase.
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2
Gmail - draft the preorder reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the preorder reminder. - Draft a preorder reminder for each flagged account, naming the product and quantity they ordered last year
- Leave every reminder as a draft for the account rep to review and send
Done when A drafted reminder exists for every account that has not yet preordered.
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3
Google Calendar - schedule a follow up before the cutoff
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to schedule a follow up before the cutoff. - Add a follow up reminder on the rep's calendar a few days before the preorder cutoff
- Note which accounts still had not responded at that point
Done when A follow up reminder is scheduled ahead of the cutoff for every outstanding account.
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 accounts to preorder without review?
No. Every reminder is saved as a Gmail draft. The account rep reviews it and sends it, WebRun never emails a customer on its own.
How does it know what an account usually preorders?
It reads that account's actual seasonal purchases from last year in JanSanix, so the reminder names the specific product and quantity they bought before, not a generic prompt.
What happens if an account still has not responded?
It sets a follow up reminder on the rep's calendar a few days ahead of the cutoff, so an account that has gone quiet does not get missed before supply gets tight.
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