Automated Markate Unsold Estimate Worklist
Every Monday, WebRun opens Markate, finds estimates that are more than 7 days old, still open, and have received no customer response, groups them by age and value, and posts a prioritised worklist to Slack while logging every lead to Airtable for ongoing tracking.
How do I find and follow up on unsold window treatment estimates each week?
WebRun opens Markate every Monday, finds window treatment estimates older than 7 days with no customer response, and posts a ranked worklist to Slack grouped by age and value. Every lead is also tracked in Airtable across weeks so repeat appearances are flagged and no recoverable sale is quietly abandoned.
- High-value open quotes surface at the top of the worklist every Monday
- Estimates chased multiple weeks flagged in Airtable for a decision
- No recoverable sale sits forgotten in the estimate backlog
Built for window treatment business owners · blinds and shades sales teams · home improvement contractors recovering lost quotes
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 unsold open estimates older than 7 days
markate.com
WebRun opens Markate to find unsold open estimates older than 7 days. - Open Markate and filter estimates by status Open or Sent with no customer response
- Exclude estimates created in the last 7 days (already covered by daily quote follow-up)
- Capture the customer name, estimate total, estimate date, and last activity date for each
- Group by age: 7 to 14 days, 15 to 30 days, and over 30 days
Done when All unsold estimates older than 7 days are listed and grouped by age.
-
2
Slack - post the prioritised unsold estimate worklist
slack.com
WebRun opens Slack to post the prioritised unsold estimate worklist. - Post the prioritised worklist to the sales Slack channel grouped by age band
- Put the highest-value estimates at the top of each age group
- Include the customer name, estimate total, and days since sent for each entry
Done when This week's unsold estimate worklist is live in Slack.
-
3
Airtable - log and track unsold estimates over time
airtable.com
WebRun opens Airtable to log and track unsold estimates over time. - Add or update a record in the unsold estimate tracker for each open estimate
- Record the customer name, estimate value, age in days, and current status
- Flag records where this is a second or third appearance on the worklist
Done when The Airtable unsold estimate tracker is current with every open quote and its history.
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
Does it contact the customer to follow up automatically?
No. WebRun posts an internal worklist to Slack for your team to act on. All customer outreach is initiated by your team, so you stay in control of how and when you reach back out.
How is the worklist ranked?
Estimates are grouped by age (7 to 14 days, 15 to 30 days, over 30 days) and within each group sorted by estimate value so the highest-value open quotes always appear first.
What happens to estimates that have been on the list for weeks?
Airtable tracks each estimate across runs and flags repeat appearances, so you can decide whether to continue chasing or mark the lead as inactive in Markate.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.