Follow up with wholesale cafe accounts
Every Monday, WebRun opens ClearTEQ POS, finds wholesale cafe accounts that haven't reordered within their usual cycle, drafts a personal follow-up email per account in Gmail referencing their last order, and posts to Telegram once the drafts are ready for your account manager to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up with wholesale cafe accounts that are overdue for a reorder?
WebRun checks wholesale cafe accounts in ClearTEQ POS every Monday for anyone overdue against their usual reorder cycle, then drafts a personal follow-up email per account in Gmail, referencing their last order's blends and quantities. It posts to Telegram once the drafts are ready, so your account manager reviews and sends them instead of an email going out unchecked.
- Overdue wholesale accounts get a personal nudge, not a form letter
- Follow-ups reference the account's actual last order
- Nothing sends to a wholesale client until your team approves it
Built for tea house wholesalers · tea roasters supplying cafes · specialty tea distributors · wholesale account 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
clearteq.comin a real browser with your saved login - no setup, no API keys. -
1
ClearTEQ POS - find overdue wholesale accounts
clearteq.com How to Automate ClearTEQ POS
WebRun opens ClearTEQ POS to find overdue wholesale accounts. - Open ClearTEQ POS and pull wholesale cafe account order history
- Flag accounts overdue against their usual reorder cycle
- Note each account's last order date, blends, and quantities
Done when Every overdue wholesale account is flagged with its order history.
-
2
Gmail - draft the account follow-up
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the account follow-up. - Draft a personal follow-up email for each overdue account
- Reference their last order's blends and quantities
- Leave every draft unsent for review
Done when A follow-up draft is waiting in Gmail for every overdue account.
-
3
Telegram - notify the account manager
telegram.org How to Automate Telegram
WebRun opens Telegram to notify the account manager. - Post to the account manager that this week's follow-up drafts are ready
- Note how many accounts are overdue this week
- Leave sending each email to the account manager
Done when The account manager knows the follow-up drafts are ready to review 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 email wholesale accounts without approval?
No. WebRun only drafts the follow-up in Gmail and leaves it unsent. Your account manager reviews and sends each one.
How does it decide an account is overdue?
It compares each wholesale account's usual reorder cycle in ClearTEQ POS against their last order date, so the threshold is based on their own history.
Does it include the account's order details in the draft?
Yes. Each draft references the account's last order, its blends, and quantities, so the follow-up reads as personal, not generic.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.