Window treatments

Window treatments automation templates

13 ready-made workflows for Window treatments. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Markate, Slack and Google Sheets.

Window treatments
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Automated Markate Unsold Estimate Worklist
Every week, WebRun scans Markate for estimates that were sent but never accepted and never formally declined, and posts a prioritised worklist to Slack so your team can reach back out to the right leads.
MarkateSlackAirtable
Automated Markate Supplier Order Followup
WebRun cross-checks open Markate jobs against pending supplier orders, flags any overdue deliveries, and posts a supplier chase list to Slack so you can follow up before installs are delayed.
MarkateSlackGoogle Sheets
Automated Markate Seasonal Promo Campaign Drafts
WebRun pulls your past customer list from Markate, drafts a seasonal promotional email for eligible customers, and queues every message for your review and approval before a single one is sent.
MarkateMailchimpGoogle Sheets
Automated Markate Review Request Workflow
WebRun finds jobs completed in Markate in the last 24 hours, drafts a review request message for each customer, and queues every message for your approval before it is sent.
MarkateGmailGoogle Sheets
Automated Markate Remake Order Worklist
WebRun finds all open remake or re-order jobs in Markate, checks their age and supplier status, and posts a prioritised weekly worklist to Slack so your team can chase every outstanding remake before the customer follows up.
MarkateSlackAirtable
Automated Markate Window Treatment Quote Followup
WebRun checks Markate for quotes sent but not yet accepted, drafts a friendly follow-up message for each customer, and queues them for your review before anything is sent.
MarkateGmailGoogle Sheets
Automated Markate Overdue Invoice Chaser
Every week, WebRun finds overdue invoices in Markate, drafts a polite payment reminder for each customer, and posts a summary of outstanding balances to Slack for your review.
MarkateSlackGmail
Automated Markate New Lead Followup
Every morning, WebRun checks Markate for new leads added in the last 24 hours with no outbound contact, drafts a personalised response for each, and queues the drafts for your review before anything reaches the prospect.
MarkateGmailGoogle Sheets
Automated Markate Measure Appointment Reminders
WebRun checks Markate for upcoming measure appointments, drafts SMS and email reminders for each customer, and queues them for your approval before they are sent.
MarkateTwilioGoogle Sheets
Automated Markate Install Scheduling Digest
Every morning, WebRun pulls today's installation jobs from Markate, organises them by crew and route, and posts a clean daily digest to Slack so your team knows exactly what is on.
MarkateSlack
Automated Markate Install Photo Collection Tracker
After installs are marked complete in Markate, WebRun checks whether job photos have been uploaded, flags any missing ones to the crew via Slack, and logs the photo status of every job to Google Sheets.
MarkateSlackGoogle Sheets
Automated Markate Deposit Collection Reminders
WebRun finds accepted Markate estimates with no deposit collected, drafts a payment reminder for each customer, and queues every message for your approval before it is sent.
MarkateGmailAirtable
Automated Markate Daily Job Digest
Every morning, WebRun pulls all jobs scheduled in Markate for the day, summarises revenue, crew assignments, and any open flags, and posts the digest to Slack so your whole team starts the day aligned.
MarkateSlack

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