Automated Markate Review Request Workflow
Every morning, WebRun opens Markate, finds installation jobs marked complete in the last 24 hours, drafts a review request email for each customer in Gmail, and logs the request to Google Sheets. Every message is held for your approval before reaching the customer.
How do I automatically ask window treatment customers for a review after installation?
WebRun opens Markate every morning, finds window treatment installation jobs completed in the last 24 hours, and drafts a personalised review request in Gmail for each customer. Every draft is held for your approval before sending, and all requests are tracked in Google Sheets so no eligible customer is asked twice.
- Review requests go out at the ideal moment right after install completion
- No customer asked twice within 90 days
- Every request reviewed before it reaches the customer
Built for window treatment installers · blinds and shades businesses · home improvement contractors building their online reputation
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 jobs completed in the last 24 hours
markate.com
WebRun opens Markate to find jobs completed in the last 24 hours. - Open Markate and filter jobs by status Completed with a completion date in the last 24 hours
- Capture the customer name, email address, job type, and completion date for each
- Skip any customer who has already received a review request in the last 90 days
Done when All eligible recently completed jobs are listed with customer contact details.
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2
Gmail - draft review request for each customer
gmail.com
WebRun opens Gmail to draft review request for each customer. - Draft a warm, on-brand review request email for each customer thanking them for their business and including a link to your review platform
- Save each draft unsent for your approval before sending to the customer
Done when A review-ready draft exists in Gmail for every eligible recently completed job.
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3
Google Sheets - log review requests and status
google.com
WebRun opens Google Sheets to log review requests and status. - Log each review request in the tracker with customer name, job type, completion date, and draft status
- Mark the row as Pending Approval until the message is approved and sent
Done when The Google Sheets review tracker is current with every pending and sent request.
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 review request to the customer without my approval?
No. Every request is saved as a Gmail draft and left unsent. You approve each message before it goes out, so no customer receives anything without your sign-off.
How does it avoid asking the same customer twice?
WebRun checks the Google Sheets review tracker before drafting a new request and skips any customer who has received one in the last 90 days.
Which review platform does the request link to?
You set the review link when configuring the workflow. WebRun inserts it into every draft, whether that is Google, Facebook, Yelp, or another platform you prefer.
Related templates
Put this on autopilot.
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