Automated Knowify New Bid Follow-Up Tracking
Every morning, WebRun opens Knowify, identifies bids submitted in the last 48 hours that have not yet received a follow-up call or email, logs them to a Google Sheet, and posts a Slack reminder to your estimating team with each prospect's name, job value, and contact details.
How do I automatically track and follow up on new concrete bids in Knowify?
WebRun opens Knowify every morning, finds new bids submitted in the last 48 hours with no follow-up logged, logs them to Google Sheets, and posts a ranked call list to Slack for your estimating team. Prospects are sorted by estimate value so your team calls the biggest opportunities first. No prospect is contacted automatically.
- Every new bid gets a follow-up reminder the next morning, while the prospect is still warm
- Estimators see a ranked call list sorted by job value so high-margin work gets priority
- A Google Sheet builds a running bid pipeline view without any manual data entry
Built for concrete contractors · paving contractors · estimators · construction sales teams
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.knowify.comin a real browser with your saved login - no setup, no API keys. -
1
Knowify - find new bids submitted in the last 48 hours without a follow-up logged
knowify.com
WebRun opens Knowify to find new bids submitted in the last 48 hours without a follow-up logged. - Open Knowify and navigate to the Estimates section
- Filter to estimates created or submitted in the last 48 hours with no follow-up activity logged
- Capture prospect name, job description, estimate value, submission date, and contact information for each
Done when Every new bid submitted in the last 48 hours without a follow-up is listed with prospect details and value.
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2
Google Sheets - log new bid tracking data with follow-up status
google.com
WebRun opens Google Sheets to log new bid tracking data with follow-up status. - Open the new bid tracking Google Sheet (create it on first run)
- Log each new bid with prospect name, job, estimate value, submission date, and follow-up status
- Mark bids that already have a follow-up logged in Knowify as covered
Done when The Google Sheet reflects all new bids from the last 48 hours with current follow-up status.
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3
Slack - post a daily call list of new bids needing follow-up
slack.com
WebRun opens Slack to post a daily call list of new bids needing follow-up. - Post the daily bid follow-up list to the estimating or sales Slack channel
- List each prospect by name, job description, and estimate value
- Sort by estimate value, largest first, so estimators prioritize the highest-value leads
Done when Your estimating team has today's new bid call list in Slack, sorted by value.
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 call or email prospects automatically?
No. WebRun posts an internal call list to Slack and logs data to Google Sheets. It does not contact prospects directly. Your estimators make the follow-up calls and emails themselves.
How does it know if a follow-up has already happened?
WebRun checks for follow-up activity logged in Knowify on each estimate, such as a note or status update. If your team logs calls and emails in Knowify, the bid is treated as covered and removed from the call list.
Can I track bids older than 48 hours as well?
Yes. During setup you can extend the lookback window to 7 days or longer. The Google Sheet also accumulates a running history so you can see all open bids at a glance.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.