Follow up on open lumber quotes before contractors go elsewhere
Every morning, WebRun opens DMSi Agility and finds all quotes that have been open for more than three days with no order placed. For each one it drafts a professional follow-up email in Gmail addressed to the contractor, saves it unsent for the rep to review, and posts a Slack summary of open quotes by rep so the whole team knows what needs attention today.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open quotes in DMSi Agility before they expire?
WebRun checks DMSi Agility every morning for quotes open more than three days with no linked order. For each one it drafts a professional follow-up email in Gmail for the assigned rep to review and send, then posts a Slack summary of stale quotes grouped by rep with expiry flags, so no contractor goes cold without a timely human follow-up.
- No open quote goes more than three days without a rep follow-up drafted and ready to send
- Quotes expiring within 48 hours are flagged so reps prioritize the most time-sensitive opportunities
- Reps spend time selling rather than manually scanning the quote list each morning
Built for lumber dealers · building materials distributors · sales reps · inside sales managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - find quotes open more than three days with no order
dmsi.com How to Automate DMSi Agility
WebRun opens DMSi Agility to find quotes open more than three days with no order. - Open DMSi Agility and filter the quote list for quotes with a created date more than three days ago and no linked sales order
- Capture quote number, contractor name, total quote value, and assigned sales rep for each open quote
- Note the quote expiry date and whether any pricing is time-limited
Done when All stale open quotes are listed with contractor, value, rep, and expiry details.
-
2
Gmail - draft follow-up email per contractor for rep review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up email per contractor for rep review. - Draft a brief, professional follow-up email for each open quote, naming the quote number and total
- Include a note about any pricing expiry so the contractor knows when the quote lapses
- Save each draft unsent in Gmail addressed to the contractor, assigned to the rep's account
- Never send a follow-up email to a contractor automatically
Done when Draft follow-up emails are waiting in Gmail for each rep to review and send.
-
3
Slack - post open-quote summary to sales team
slack.com How to Automate Slack
WebRun opens Slack to post open-quote summary to sales team. - Post a daily open-quote summary to the sales Slack channel, grouped by rep
- Show quote number, contractor name, value, and days since the quote was issued for each line
- Flag quotes expiring within 48 hours so reps prioritize those first
Done when Sales team has the open-quote summary and expiry flags in Slack.
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 contractors automatically?
No. Every follow-up email is saved as a draft in Gmail for the assigned rep to review, personalize, and send. No email reaches a contractor without the rep's explicit approval.
What if a quote was already verbally accepted and an order is coming?
Once a sales order is linked to the quote in DMSi Agility, the quote drops off the open list and no follow-up draft is created. Reps can also mark a quote as pending in Agility to suppress the alert.
Can it adjust the follow-up trigger from three days to a different window?
Yes. The number of days before a follow-up is drafted is configurable during setup. You can set it to two, three, five, or seven days depending on your typical quote-to-order cycle.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.