Automated Flooring Estimate Follow-Up
Every morning, WebRun opens Broadlume, finds estimates that have been sitting open for more than two days, drafts a friendly follow-up email for each customer, and posts the queue to Slack for your approval before a single message is sent.
How do I automatically follow up on open flooring estimates?
WebRun opens Broadlume every morning, finds flooring estimates that have been open for more than two days, and drafts a personalized follow-up email for each customer in Gmail. It then posts a Slack summary so you can review and send each draft, keeping your pipeline moving without chasing leads manually.
- Open estimates get a personalized follow-up within 48 hours, not days
- Every draft waits for human review before reaching a customer
- Your team sees all pending follow-ups in one Slack message each morning
Built for flooring dealers · flooring installers · flooring sales teams · flooring contractors
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.broadlume.comin a real browser with your saved login - no setup, no API keys. -
1
Broadlume - find open estimates past follow-up window
broadlume.com
WebRun opens Broadlume to find open estimates past follow-up window. - Open Broadlume and navigate to the Estimates section
- Filter for quotes with status Open and a created date more than 2 days ago
- Capture the customer name, contact email, estimate total, and product details for each
Done when Every open estimate past the follow-up window is listed with its customer and dollar amount.
-
2
Gmail - draft personalized follow-up emails
gmail.com
WebRun opens Gmail to draft personalized follow-up emails. - Draft a warm, personalized follow-up for each open estimate, referencing the specific flooring product and quoted price
- Invite the customer to book a measure appointment or ask any questions
- Save every draft in Gmail without sending
Done when A saved Gmail draft exists for every open estimate awaiting follow-up.
-
3
Slack - notify you of drafts awaiting review
slack.com
WebRun opens Slack to notify you of drafts awaiting review. - Post a summary to your sales channel listing each customer, estimate value, and a note that drafts are ready in Gmail
- Flag any estimate over your high-value threshold at the top of the list
Done when Your team has a Slack summary of all drafts ready for review and sending.
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 emails to customers without my approval?
No. WebRun saves every follow-up as a Gmail draft and posts a Slack summary for you to review. Nothing is sent until you open the draft and click Send yourself.
How does it know which estimates to follow up on?
It reads the created date and status of each estimate in Broadlume. Only open quotes past your chosen window (default: 2 days) are included, so fresh quotes are never touched.
Can it follow up on estimates from my other software too?
The template is built around Broadlume. If your team also uses RFMS at rfms.com, a second connection can pull those estimates in the same run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.