Automated Equipment Quote Follow-Up Drafts
Every morning, WebRun opens e-Emphasys, finds quotes that have had no activity in three or more days, drafts a personalized follow-up email for each one in Gmail, and logs the outreach to a Google Sheet so nothing falls through the cracks.
How do I automatically follow up on open equipment quotes?
WebRun scans e-Emphasys every morning for equipment quotes that have had no activity in three or more days, drafts a personalized follow-up email for each one in Gmail, and logs every outreach in Google Sheets. Emails are saved as drafts for rep approval before anything reaches the customer.
- Every stale quote gets a follow-up draft ready in Gmail each morning
- Reps spend seconds reviewing and sending, not writing from scratch
- No open quote goes more than three days without attention
Built for heavy equipment dealers · construction equipment sales reps · equipment rental sales teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
e-emphasys.com/home/solutionsin a real browser with your saved login - no setup, no API keys. -
1
e-Emphasys - find quotes with no activity
e-emphasys.com
WebRun opens e-Emphasys to find quotes with no activity. - Open e-Emphasys and navigate to the open quotes list
- Filter to quotes with no activity in 3 or more days
- Capture the customer name, equipment description, quote value, and sales rep
Done when All stale open quotes are listed with their details.
-
2
Gmail - draft follow-up emails for review
gmail.com
WebRun opens Gmail to draft follow-up emails for review. - For each stale quote, draft a short, personalized follow-up email referencing the quoted equipment and value
- Address the email to the customer contact from e-Emphasys
- Save each email as a Gmail draft, not sent, for the rep to review and approve
Done when A draft follow-up email sits in Gmail for every stale quote, ready for rep review.
-
3
Google Sheets - log outreach for tracking
google.com
WebRun opens Google Sheets to log outreach for tracking. - Append a row for each draft created, noting the customer, quote value, and date
- Mark whether a draft was created or skipped (already followed up this week)
Done when Outreach log is updated with today's draft count.
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 the follow-up emails automatically?
No. Every follow-up is saved as a Gmail draft for your rep to review and send. Nothing goes to a customer without a human approving it first.
How does it know what to write?
It uses the customer name, equipment description, and quote value from e-Emphasys to personalize each draft. You can supply a tone or a sample email and WebRun will match your voice.
What if a quote was already followed up recently?
It checks the outreach log in Google Sheets before drafting, so any quote that already got a follow-up this week is skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.