Automated Estimate Rocket Proposal Follow-Ups
Every hour, WebRun opens Estimate Rocket, finds proposals that were just e-signed, drafts a welcoming next-steps email in Gmail for each new customer, and posts your ops team a Slack alert with the scope and scheduling notes so the job goes on the calendar the same day.
How do I automatically kick off a job as soon as a foundation repair proposal is signed?
WebRun checks Estimate Rocket every hour for newly signed foundation repair proposals, drafts a welcome and next-steps email for each customer in Gmail, and posts a Slack alert to your ops team with the scope and scheduling notes. Welcome emails stay unsent for review, so every signed job reaches scheduling within the hour.
- Every signed proposal gets a drafted welcome email within the hour
- Ops sees new signed jobs in Slack the same day, ready to schedule
- No signed job sits idle waiting for someone to notice it
Built for foundation repair contractors · structural repair companies · piering contractors · foundation repair office staff
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
login.estimaterocket.comin a real browser with your saved login - no setup, no API keys. -
1
Estimate Rocket - find newly signed proposals
estimaterocket.com
WebRun opens Estimate Rocket to find newly signed proposals. - Open Estimate Rocket and filter proposals to Signed
- Capture the customer, job scope, and signed amount for each
- Skip any proposal already actioned today
Done when Every proposal signed today is listed with its customer and scope.
-
2
Gmail - draft the welcome and next-steps email
gmail.com
WebRun opens Gmail to draft the welcome and next-steps email. - Draft a welcoming next-steps email for each new customer explaining what happens before the crew arrives
- Reference the specific repair scope and the date it was signed
- Leave every email as an unsent Gmail draft for your office to review and send
Done when An unsent welcome draft exists for every proposal signed today.
-
3
Slack - alert ops to schedule the crew
slack.com
WebRun opens Slack to alert ops to schedule the crew. - Post a Slack alert to the ops channel for each newly signed job
- Include the customer, scope, and any scheduling notes from the proposal
- Flag jobs that still need a deposit collected before they can be scheduled
Done when Ops has today's signed jobs ready to schedule in Slack.
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 the customer without my office reviewing it first?
No. Every welcome email is saved as an unsent Gmail draft. WebRun writes it and readies it, but your office decides whether and when it goes out.
How fast does a signed proposal show up for scheduling?
Within the hour. WebRun checks Estimate Rocket hourly during business hours, so a proposal signed at 10 AM is already in Slack by 11 AM.
What if a proposal gets signed and then canceled the same day?
It's skipped automatically. WebRun reads the live proposal status in Estimate Rocket each run, so a same-day cancellation gets no welcome draft or Slack alert.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.