Automated Court Reporting Quote Follow-Ups
Every Monday, WebRun reviews outstanding quotes in ReporterBase, identifies those with no response after three or more days, drafts a polite follow-up email for each in Gmail, and logs all pending quotes to a Google Sheet for your review.
How do I automatically follow up on unanswered court reporting quotes?
Every Monday, WebRun scans ReporterBase for quotes that have had no response in 3 or more days, drafts a polite follow-up email for each in Gmail as a draft for your review, and logs every pending quote in Google Sheets. No proposal goes cold without a timely, human-approved nudge.
- No quote sits unanswered for more than 3 days without a drafted follow-up
- All pending proposals are visible in one Google Sheet with priority flags
- Follow-up emails are ready for one-click review and send
Built for court reporting agencies · legal support business owners · deposition scheduling 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
www.omti.com/rbin a real browser with your saved login - no setup, no API keys. -
1
ReporterBase - find unanswered quotes
omti.com
WebRun opens ReporterBase to find unanswered quotes. - Open ReporterBase and review open quotes in the billing or client management section
- Filter to quotes sent more than 3 days ago with no booking or response recorded
- Capture the attorney name, law firm, quote amount, services quoted, and date sent
Done when Every unanswered quote older than 3 days is listed with full details.
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2
Gmail - draft follow-up emails for review
gmail.com
WebRun opens Gmail to draft follow-up emails for review. - Draft a short, professional follow-up email for each unanswered quote
- Reference the original quote date and the services offered
- Save each email as a Gmail draft, not sent, for your review and approval
Done when A draft follow-up email exists in Gmail for every unanswered quote, ready for your review.
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3
Google Sheets - log all pending quotes
google.com
WebRun opens Google Sheets to log all pending quotes. - Open the quote tracking sheet and add a row for each pending quote
- Include the law firm, quote value, date sent, and draft status
- Mark any quotes that are more than 7 days old as high priority
Done when The quote log is up to date with every pending quote and its priority.
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 follow-up emails automatically?
No. Every follow-up is saved as a Gmail draft for your review. WebRun never sends an email to an attorney or client without your approval first.
How many days does it wait before drafting a follow-up?
By default it waits 3 days after the quote is sent. You can adjust that threshold at setup to match your agency's sales cycle.
What if a quote was already accepted or declined?
WebRun checks the quote status in ReporterBase each run and skips any that have been booked, declined, or already followed up this week.
Related templates
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