Chase Unsigned Proposals Automatically
Every morning, WebRun checks HubSpot for deals in the Proposal Sent stage where the last activity was more than three days ago, writes a concise, warm follow-up email as a Gmail draft, and posts a chase list to Slack so you can review the drafts and send the ones that look right.
How can I automatically follow up on unsigned proposals so deals don't stall?
Every morning, WebRun checks HubSpot for deals in the Proposal Sent stage with no activity in the past three days, writes a concise, warm follow-up email as a Gmail draft for each one, and posts a chase list to Slack — so stalled proposals get attention before deals go cold.
- Stalled proposals are caught daily before deals go cold
- Follow-up drafts are ready to send — no writing from scratch
- A Slack chase list gives the team full visibility on pending proposals
Built for B2B sales teams · account executives · agencies · consultancies
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.hubspot.comin a real browser with your saved login — no setup, no API keys. -
1
HubSpot — find deals awaiting proposal signature
hubspot.com
WebRun opens HubSpot to find deals awaiting proposal signature. - Filter Deals to the 'Proposal Sent' stage with last activity date more than 3 days ago
- For each deal, read the contact name, company, deal value, proposal send date, and the sales rep owner
- Skip any deal where an open task already exists for follow-up
Done when Every proposal awaiting a chase has been identified with its full context.
-
2
Gmail — draft a chase email per deal
gmail.com
WebRun opens Gmail to draft a chase email per deal. - Compose a short, warm follow-up email for each contact — acknowledge the proposal, offer to answer questions, and include a soft call-to-action
- Reference the proposal date and deal value so the message feels personal
- Save as a draft — do not send until you review and approve
Done when A personalised chase draft is saved in Gmail for every unsigned proposal.
-
3
Slack — post today's chase list
slack.com
WebRun opens Slack to post today's chase list. - Post today's chase list to #sales, sorted by proposal value descending
- Include a link to Gmail Drafts so you can review and send in one step
Done when You have a prioritised chase list in Slack and all drafts are ready to send.
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 without me?
Never. Every follow-up is a Gmail draft. You read it, tweak it if needed, and decide whether to send — WebRun never touches Send.
What if I already followed up manually?
Log a call or send an email through HubSpot and WebRun will see the updated last-activity date and skip that deal the next morning.
Can I set a different wait period — say 5 days instead of 3?
Yes. The 3-day threshold is a parameter you control in the plan. Change it to whatever suits your sales cycle.
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