Automated Catering Proposal Follow-Up
Every morning, WebRun opens Total Party Planner, finds proposals sent more than two days ago with no response, drafts a polite follow-up email for each prospect in Gmail, and posts you a Slack list of who needs chasing.
How do I automatically follow up on sent catering proposals?
WebRun opens Total Party Planner every morning and finds catering proposals sent more than two days ago with no client reply. It drafts a personalised follow-up in Gmail for each prospect and posts your sales team a ranked Slack chase list, so no proposal goes cold without a timely nudge.
- Every unanswered proposal gets a timely, personalised follow-up draft
- Sales team opens Slack to a ranked chase list every morning
- Prospects who already booked are skipped automatically from live status
Built for catering companies · event caterers · catering sales managers
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.totalpartyplanner.comin a real browser with your saved login - no setup, no API keys. -
1
Total Party Planner - find proposals awaiting response
totalpartyplanner.com
WebRun opens Total Party Planner to find proposals awaiting response. - Open Total Party Planner and filter proposals to Sent status
- Identify proposals sent more than two days ago with no client reply
- Note the client name, event date, proposal value, and days since sending
Done when Every unanswered proposal is listed with its age and value.
-
2
Gmail - draft follow-up for each prospect
gmail.com
WebRun opens Gmail to draft follow-up for each prospect. - Draft a short, friendly follow-up for each prospect referencing their event date and proposal
- Vary the tone slightly for proposals over 7 days old to add gentle urgency
- Save each as a Gmail draft. Do not send without your review and approval
Done when A ready-to-send follow-up draft exists in Gmail for every unanswered proposal.
-
3
Slack - list who still needs chasing
slack.com
WebRun opens Slack to list who still needs chasing. - Post a ranked list of open proposals sorted by age, oldest first
- Include client name, event date, proposal value, and a link to the Gmail draft
Done when You have this morning's chase list in Slack with links to every draft.
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 prospects without my approval?
No. Every follow-up is saved as a Gmail draft. WebRun never sends to a prospect until you review and click Send yourself.
How far back does it look for unanswered proposals?
By default it flags proposals with no reply after two days. You can adjust that threshold when you set up the workflow.
What if a prospect has already replied elsewhere?
It reads the current proposal status in Total Party Planner each run, so prospects who replied or booked are skipped automatically.
Related templates
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