Automated Furniture Financing Approval Follow-Up
Every morning, WebRun opens STORIS, finds customers with a financing approval that has not yet converted to a purchase order, drafts a timely follow-up email for each one, and queues the drafts in Gmail for sales staff to review and send before the approval window closes.
How do I automatically follow up with customers who have a furniture financing approval?
Each morning, WebRun opens STORIS, finds every customer with a financing approval that has not yet converted to a purchase order, and drafts a follow-up email in Gmail for each one. Sales staff get a Slack summary with expiring approvals flagged, then review and send the drafts to help customers act before their approval window closes.
- Financing-approved customers receive a timely follow-up before their approval lapses
- Approvals expiring within 7 days are flagged as high priority in Slack
- No financing follow-up goes out without the sales associate's review
Built for furniture retailers · furniture sales associates · store managers · finance and 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
www.storis.comin a real browser with your saved login - no setup, no API keys. -
1
STORIS - find unconverted financing approvals
storis.com
WebRun opens STORIS to find unconverted financing approvals. - Open STORIS and navigate to the financing or customer account section
- Filter to customers with a financing approval that has not converted to a placed order
- Capture the customer name, email, approval date, approval expiry date, and the sales associate assigned to the account
Done when Every customer with an unconverted financing approval is listed with their approval window details.
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2
Gmail - draft financing follow-up emails
gmail.com
WebRun opens Gmail to draft financing follow-up emails. - Draft a helpful follow-up email for each customer, noting that their financing approval is active and ready to use
- Mention the expiry date if it is within 14 days to create a natural sense of urgency
- Save each email as a draft in Gmail assigned to the sales associate but leave it unsent for their review
Done when One draft follow-up email per unconverted financing approval is saved in Gmail.
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3
Slack - alert sales staff to drafts needing review
slack.com
WebRun opens Slack to alert sales staff to drafts needing review. - Post a morning summary to the sales Slack channel listing customers with pending financing follow-ups
- Flag any approvals expiring within 7 days as high priority
Done when Sales staff have a Slack list of financing follow-up drafts, with expiring approvals flagged.
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 contact financing-approved customers automatically?
No. Every follow-up email is saved as a Gmail draft and listed for the assigned sales associate in Slack. A staff member reviews and sends each one before it reaches the customer.
What happens when a customer places their order after the draft is created?
The next morning's run will not find that customer in the unconverted list, but staff should discard any draft already in Gmail for a customer who has since placed their order.
Can it handle approvals from multiple financing providers?
Yes, as long as the financing approval status is recorded in STORIS. WebRun reads the status field regardless of which provider issued the approval.
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