Automated Beverage Distributor Customer Reorder Reminders
Every Monday, WebRun analyzes each account's order history in VIP to identify those whose typical reorder cycle is overdue, drafts a personalized reorder reminder email for each in Gmail for the rep to review and send, queues an optional SMS via Twilio for the rep to approve, and posts a summary to Slack.
How do I automatically remind licensed beverage accounts when they are due to reorder?
Every Monday, WebRun analyzes each active account's order history in VIP to identify those whose reorder cycle is overdue, drafts a personalized reminder email in Gmail for the assigned rep to review and send, queues an optional SMS via Twilio for rep approval, and posts a reorder-due summary to Slack, so your accounts never go empty-shelf.
- Every account overdue for reorder identified automatically each week without manual analysis
- Personalized reminder drafts ready for rep review with no copy-pasting
- Accounts never go empty-shelf because reorder cycles are tracked across all of your licensed accounts
Built for beverage distributors · sales reps · account managers · beer and wine wholesalers
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
apps.vtinfo.com/beveragein a real browser with your saved login - no setup, no API keys. -
1
VIP - identify accounts due for reorder
vtinfo.com
WebRun opens VIP to identify accounts due for reorder. - Open VIP and pull order history for all active accounts
- Calculate each account's average reorder interval by SKU based on the last six orders
- Flag accounts where the days since the last order exceeds their average reorder interval
- Capture the account name, rep, last order date, interval, and top SKUs for each
Done when All accounts whose reorder cycle is overdue are listed with last order date and top SKUs.
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2
Gmail - draft reorder reminder emails
gmail.com
WebRun opens Gmail to draft reorder reminder emails. - Draft a personalized reorder reminder email for each overdue account, mentioning their top SKUs and the time since their last order
- Leave every draft unsent for the assigned rep to review, adjust, and send
Done when Reorder reminder email drafts are in Gmail for every overdue account.
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3
Twilio - queue optional SMS reminder
twilio.com
WebRun opens Twilio to queue optional SMS reminder. - Queue an optional short SMS reminder for each overdue account where the rep has opted in to SMS outreach
- Leave the SMS queued but unsent, requiring rep approval before it is sent to the account
Done when Optional SMS reminders are queued in Twilio for rep approval.
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4
Slack - post reorder-due summary
slack.com
WebRun opens Slack to post reorder-due summary. - Post a summary to the sales channel listing overdue accounts by rep with the last order date
- Include the total count of accounts due for follow-up so the manager can see outreach volume
Done when Sales team has the weekly reorder-due summary 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 or text accounts automatically?
No. WebRun drafts the email and queues the SMS, but both require the assigned rep to review and approve before anything reaches the account. Nothing is sent without rep sign-off.
How does it calculate when an account is due for a reorder?
It looks at each account's last six orders in VIP to calculate their average reorder interval per SKU, then flags the account when the days since the last order exceeds that average.
What if an account has placed an order since the VIP pull ran?
WebRun reads live order history in VIP each run, so accounts that have placed a new order since the last Monday check are excluded automatically.
Related templates
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