Follow up on open well drilling quotes before they go cold
Every morning, WebRun opens ServiceM8, finds quotes that have been pending for more than three days, drafts a polite follow-up email for each, and posts them to Slack for your review. Nothing is sent until you approve it.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on open well drilling quotes?
WebRun checks ServiceM8 every morning for well drilling quotes that have been open more than three days without a client response. It drafts a polite follow-up email in Gmail for each stale quote and posts a summary to Slack, so your team can review and send approvals without letting any quote go cold.
- No open quote sits ignored for more than three days
- Follow-up drafts are ready to send in one click each morning
- Accepted quotes are skipped automatically so you never double-contact a client
Built for well drilling contractors · water well companies · field service 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
app.servicem8.comin a real browser with your saved login - no setup, no API keys. -
1
ServiceM8 - find open quotes with no response
servicem8.com How to Automate ServiceM8
WebRun opens ServiceM8 to find open quotes with no response. - Open ServiceM8 and filter quotes by status: sent but not accepted
- Identify quotes that have been open for three or more days without a client response
- Capture the client name, quote number, quoted amount, and contact email for each
Done when All stale open quotes are listed with client and job details.
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2
Gmail - draft a follow-up email for each quote
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a follow-up email for each quote. - Draft a polite, professional follow-up email for each stale quote
- Include the quote number, job description, and a clear call to action
- Save each email as a draft in Gmail, not sent, for your review
Done when Follow-up drafts are saved in Gmail for every stale quote.
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3
Slack - notify team with drafts ready for review
slack.com How to Automate Slack
WebRun opens Slack to notify team with drafts ready for review. - Post a Slack summary listing the stale quotes and confirming that draft emails are ready
- Include the quote number, client name, and amount for each so you can prioritise
Done when Team is notified in Slack that follow-up drafts are ready to review and 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 emails without my approval?
No. Every follow-up is saved as a Gmail draft and flagged in Slack. Nothing is sent until you review and approve each message.
How long does a quote sit before it triggers a follow-up?
The default is three days with no client response, but you can adjust the threshold when you set up the workflow to match your typical sales cycle.
What if the client has already accepted the quote?
WebRun reads the live quote status in ServiceM8 each morning, so accepted or declined quotes are skipped automatically.
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