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Automated Tinsel CRM Proposal Nudges

Every morning, WebRun opens Tinsel CRM, finds proposals still sitting unaccepted after 7 days, drafts a gentle nudge email in Gmail that adds a soft closing date, and logs each stalled deal to your Google Sheets pipeline tracker so nothing quietly falls out of the funnel.

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Runs on WebRun · Strict Lockdown policy
Every day at 9:00 AM WebRunorchestrates each step
1 Tinsel CRM find proposals still unaccepted
2 Gmail draft a gentle nudge
3 Google Sheets log the stalled deal
In short

How do I follow up on unaccepted holiday lighting proposals automatically?

WebRun checks Tinsel CRM every morning for proposals still unaccepted after 7 days, drafts a gentle nudge email with a soft closing date in Gmail, and logs each stalled deal to your Google Sheets pipeline tracker. The rep reviews and sends the nudge themselves, so no proposal quietly dies in the funnel.

  • No proposal quietly dies. Stalled deals get a nudge after 7 days
  • Pipeline tracker shows every stalled deal and its nudge status at a glance
  • Accepted proposals are marked closed automatically from live Tinsel CRM status

Built for holiday lighting sales reps · Christmas light installers · seasonal lighting business owners · holiday decor sales teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.tinselcrm.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Tinsel CRM - find proposals still unaccepted
    tinselcrm.com
    WebRun in Tinsel CRM: find proposals still unaccepted
    WebRun opens Tinsel CRM to find proposals still unaccepted.
    • Open Tinsel CRM and filter proposals to status Unaccepted
    • Flag any sitting in that status for 7 or more days
    • Capture the package, price, and days since it was sent

    Done when Every stalled proposal is listed with its age and package details.

  3. 2
    Gmail - draft a gentle nudge
    gmail.com
    WebRun in Gmail: draft a gentle nudge
    WebRun opens Gmail to draft a gentle nudge.
    • Draft a short, friendly nudge referencing the proposal and package
    • Add a soft closing date to create gentle urgency
    • Save each nudge as a draft. Leave it unsent for the rep to review

    Done when A ready to review nudge draft exists for every stalled proposal.

  4. 3
    Google Sheets - log the stalled deal
    google.com
    WebRun in Google Sheets: log the stalled deal
    WebRun opens Google Sheets to log the stalled deal.
    • Open the Proposal Pipeline tracker sheet
    • Log each stalled proposal with its age, value, and nudge status
    • Mark any proposal accepted since the last run as closed instead of stalled

    Done when The pipeline tracker reflects every currently stalled proposal and its nudge status.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.tinselcrm.com
ScheduleRuns automatically on this cadence
Every day at 9:00 AM
DeliveryHow each run's result reaches you
Pipeline tracker · Google Sheets
OutputWhat each run produces - A pipeline tracker row per stalled proposal plus a drafted, unsent nudge email for each.
Spreadsheet
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the nudge email to the prospect automatically?

No. WebRun only drafts the nudge in Gmail. The assigned rep reviews and sends it themselves, so no prospect gets a message without a human checking it first.

How long does a proposal sit before it counts as stalled?

7 days with no acceptance by default. That threshold can be adjusted in your run settings.

What happens once a proposal is finally accepted?

It reads the live status in Tinsel CRM each morning, so any proposal accepted since the last run is marked closed in the pipeline tracker automatically.

Keep going

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