Draft follow-up emails for open vCISO service proposals
Every Monday, WebRun reviews your open vCISO proposals in Google Sheets, checks each prospect's latest Vanta control posture to personalize the outreach, drafts a tailored follow-up email in Gmail, and leaves it as a draft for your review before it is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open vCISO service proposals?
Every Monday, WebRun finds vCISO proposals open for more than five days, checks each prospect's current Vanta control posture for new gaps, and drafts a personalized follow-up in Gmail referencing their specific compliance situation. Every draft waits for your approval before it is sent to any prospect.
- No open proposal goes more than a week without a tailored follow-up
- Every draft references the prospect's real Vanta posture gaps for higher relevance
- Advisors review and send rather than write from scratch
Built for vCISO teams · security consulting firms · managed security service providers · compliance advisors
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.vanta.comin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - find open proposals past follow-up date
google.com How to Automate Google Sheets
WebRun opens Google Sheets to find open proposals past follow-up date. - Open the proposal tracker sheet
- Filter rows where status is Sent and proposal date is more than 5 days ago with no reply logged
- Capture the prospect name, contact email, frameworks in scope, and proposal date
Done when Every stale open proposal is listed with its details.
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2
Vanta - check current compliance posture
vanta.com How to Automate Vanta
WebRun opens Vanta to check current compliance posture. - Open Vanta and navigate to the prospect's organization
- Read the current control pass rate and any newly flagged failing controls since the proposal was sent
- Note any critical open gaps that add urgency to the follow-up
Done when Current posture data is captured for each open proposal.
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3
Gmail - draft a tailored follow-up email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a tailored follow-up email. - Draft a follow-up email that references the frameworks in scope and any new posture gaps
- Keep the tone helpful and specific, not generic
- Save every draft in Gmail as unsent and leave for advisor review before sending
Done when A tailored draft follow-up sits in Gmail for each stale proposal.
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 emails without my approval?
No. Every follow-up email is saved as a Gmail draft and waits for your review before sending. Nothing goes to a prospect without a human approving it first.
How does it personalize the email?
It reads the prospect's current Vanta control posture and references the specific frameworks in scope and any new gaps, so each draft speaks to their actual situation rather than a generic pitch.
What if a prospect already replied?
It reads the reply status logged in your Google Sheets tracker each run, so prospects who already responded are skipped automatically.
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