ScopeTakeoff Automated Estimate Follow-Ups
Every Monday, WebRun opens ScopeTakeoff, finds tuckpointing estimates sent more than five days ago with no reply, drafts a polite follow-up email in Gmail for each client, and posts you a Slack chase list ranked by estimate value so no proposal goes cold.
How do I follow up on unanswered tuckpointing estimates automatically?
Every Monday, WebRun opens ScopeTakeoff, finds tuckpointing estimates you sent over five days ago with no reply, and drafts a polite follow-up email in Gmail for each client. It then posts you a Slack chase list ranked by estimate value, leaving every email unsent so you approve each one before it goes out.
- Quiet tuckpointing estimates get a follow-up within a week, not never
- You open Slack to a chase list ranked by estimate value every Monday
- Accepted and declined jobs drop off automatically from live ScopeTakeoff status
Built for masonry contractors · tuckpointing companies · restoration estimators · small masonry firms
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.scopetakeoff.comin a real browser with your saved login - no setup, no API keys. -
1
ScopeTakeoff - find quiet estimates
scopetakeoff.com
WebRun opens ScopeTakeoff to find tuckpointing estimates awaiting a reply. - Open ScopeTakeoff and go to your sent tuckpointing proposals
- Filter to estimates delivered more than five days ago that are still open
- Capture the client, property address, estimate total, and date sent for each
- Skip any already marked accepted, declined, or followed up this week
Done when Every open tuckpointing estimate awaiting a reply is listed with its value and age.
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2
Gmail - draft follow-up emails
gmail.com
WebRun drafts a follow-up email and leaves it unsent for review. - Draft a warm, on-brand follow-up in Gmail for each quiet estimate
- Reference the property, the tuckpointing scope, and the quoted total
- Leave every email as an unsent draft for you to review and send
- Never email a client without your approval
Done when A follow-up email sits ready in Gmail drafts for each quiet tuckpointing estimate.
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3
Slack - report the chase list
slack.com
WebRun posts a ranked chase list of quiet estimates to Slack. - Post a chase list to your sales Slack channel
- Rank the estimates by total value, largest first
- Note the property, days since sent, and that a draft is ready in Gmail
Done when You have this week's ranked tuckpointing chase list 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 clients without my approval?
No. WebRun writes each follow-up as an unsent Gmail draft and leaves it for you to review. Nothing reaches a client until you read it and press send yourself.
How does it know which estimates to chase?
It reads the live status of your sent proposals in ScopeTakeoff each Monday and only lists those still open after five days, skipping any already accepted, declined, or followed up.
What does the follow-up email say?
A short, warm nudge that references the property, the tuckpointing scope, and the quoted total. Give WebRun a tone or a sample email and it will match your voice.
Related templates
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