Automated AV Proposal Follow-Ups
Every morning, WebRun opens D-Tools to find proposals that have been open beyond your follow-up threshold, drafts a personalised follow-up email in Gmail for each, and posts a Slack summary so your sales team can review and send with one click.
How do I automatically follow up on open AV proposals in D-Tools?
Every morning, WebRun checks D-Tools for AV proposals that have gone unanswered past your follow-up window, drafts a personalised nudge email in Gmail for each one, and posts a Slack action list to your sales team. Drafts wait for human review before anything reaches a client.
- No open proposal sits untouched past your follow-up window
- Sales reps start each day with Gmail drafts ready to send
- Clients receive timely, personalised outreach without extra admin work
Built for AV installers · custom integrators · AV sales teams · home automation companies
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
www.d-tools.comin a real browser with your saved login - no setup, no API keys. -
1
D-Tools - find open proposals past follow-up window
d-tools.com
WebRun opens D-Tools to find open proposals past follow-up window. - Open D-Tools and filter proposals by status Open or Sent
- Identify proposals where the last activity date exceeds your follow-up threshold (default: 5 business days)
- Capture the client name, proposal value, proposal date, and assigned sales rep for each
Done when All open proposals past the follow-up threshold are listed with client and value details.
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2
Gmail - draft a follow-up email per proposal
gmail.com
WebRun opens Gmail to draft a follow-up email per proposal. - Open Gmail and compose a personalised follow-up draft for each overdue proposal
- Address it to the client contact from the D-Tools record, referencing the proposal scope and date
- Save each email as a draft in Gmail without sending, so the rep can review and personalise before sending
Done when A Gmail draft follow-up email exists for every proposal past the follow-up threshold.
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3
Slack - alert sales with the action list
slack.com
WebRun opens Slack to alert sales with the action list. - Post a Slack message to the sales channel listing each stale proposal with client name, value, and days since last contact
- Include a note that Gmail drafts are ready for review before sending
Done when Sales team has a Slack list of proposals needing follow-up and knows Gmail drafts are ready.
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 automatically?
No. WebRun saves each follow-up as a Gmail draft for your rep to review, personalise, and send. Nothing goes to a client without human approval, so your team stays in control of every customer touchpoint.
How does it decide which proposals are overdue?
It compares the proposal's last activity date in D-Tools against your configured threshold, defaulting to 5 business days. You can adjust the threshold to match your own sales cycle.
What if a proposal was already accepted or declined?
WebRun only flags proposals with an Open or Sent status in D-Tools, so accepted, declined, or archived proposals are skipped automatically on each run.
Related templates
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