Follow up on party quotes before they go cold
Every morning, WebRun opens Artisan POS, finds quotes for birthdays, quinceaneras, and corporate events that haven't been confirmed, drafts a friendly follow-up email in Gmail for each customer, and posts a Slack list ranked by how soon the quote expires.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up on party quotes before they expire?
WebRun keeps special-event quotes from going cold. Every morning it checks Artisan POS for open birthday, quinceanera, and corporate event quotes, drafts a friendly follow-up email in Gmail for each customer, and posts a Slack list ranked by how soon the quote expires, so sales staff know exactly who to chase first.
- Open event quotes get a timely follow up before they expire
- Sales staff see the largest and soonest quotes first every morning
- Confirmed quotes are skipped automatically, no duplicate follow ups
Built for party supply retailers · event rental businesses · party store 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
certek.comin a real browser with your saved login - no setup, no API keys. -
1
Artisan POS - find open special event quotes
certek.com How to Automate Artisan POS
WebRun opens Artisan POS to find open special event quotes. - Open Artisan POS and pull special-event quotes still marked open
- Capture the customer, event date, quote total, and expiry date for each
- Skip quotes already confirmed or already followed up this week
Done when Every open quote is listed with its expiry date and total.
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2
Gmail - draft a follow-up email for each
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a follow-up email for each. - Draft a friendly follow-up referencing the event date and quote total
- Ask whether they'd like to confirm or adjust the order
- Save each as a draft, do not send it
Done when A reviewable draft follow-up exists in Gmail for every open quote.
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3
Slack - list quotes closest to expiring
slack.com How to Automate Slack
WebRun opens Slack to list quotes closest to expiring. - Post the list of open quotes sorted by how soon they expire
- Flag the largest quotes first
- Note which follow-ups are drafted and ready to send
Done when Sales staff have today's quote follow-up list 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 email the customer without me reviewing it?
No. Every follow-up is saved as a Gmail draft for a staff member to review and send, WebRun never contacts a customer about their quote on its own.
How does it prioritize which quotes to chase?
It sorts by how soon each quote is set to expire, so the ones closest to lapsing get followed up first.
What if the customer already confirmed?
It reads the live quote status in Artisan POS each morning, so confirmed quotes are left off the follow-up list automatically.
Related templates
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