Automated Markate Window Treatment Quote Followup
Every morning, WebRun opens Markate, finds estimates sent in the last 7 days with no customer response, drafts a polite follow-up email for each lead in Gmail, and logs the full chase list to Google Sheets for your review before any message is sent.
How do I automatically follow up on unanswered window treatment quotes?
WebRun opens Markate every morning, finds window treatment estimates sent in the last 7 days with no customer reply, drafts a personalised follow-up in Gmail for each lead, and logs the full list in Google Sheets. Every draft is held for your review before anything reaches the customer.
- No open quote sits forgotten past 7 days
- Follow-up drafts are ready to send each morning with one click
- A running Google Sheets log tracks every open estimate and its status
Built for window treatment installers · blinds and shades businesses · interior window covering contractors
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.markate.comin a real browser with your saved login - no setup, no API keys. -
1
Markate - find unaccepted estimates
markate.com
WebRun opens Markate to find unaccepted estimates. - Open Markate and go to Estimates
- Filter for estimates with status Sent and no response in the last 7 days
- Capture the customer name, quote total, quote date, and contact details for each
Done when Every open, unanswered quote from the past 7 days is listed with full customer details.
-
2
Gmail - draft follow-up for each lead
gmail.com
WebRun opens Gmail to draft follow-up for each lead. - Draft a polite, on-brand follow-up email for each customer referencing their specific quote
- Leave every draft unsent in Gmail for your review before it is sent to the customer
Done when A review-ready draft exists in Gmail for every unanswered quote.
-
3
Google Sheets - log the chase list for review
google.com
WebRun opens Google Sheets to log the chase list for review. - Append each quote to the follow-up tracker sheet with customer name, quote total, days since sent, and draft status
- Flag any quote over 7 days old for priority review
Done when The tracker sheet is up to date with today's open quotes and their follow-up status.
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 left unsent. You review each message and send only the ones you approve, so no customer receives anything without your sign-off.
How far back does it look for unanswered quotes?
It looks at estimates sent in the last 7 days with no customer response in Markate. You can adjust that window when you set up the workflow.
What if a customer already accepted or declined the quote?
WebRun reads the live estimate status in Markate each run, so accepted and declined quotes are automatically skipped and only truly open ones get a follow-up draft.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.