Follow up on spot buy quotes before they go cold
Every weekday afternoon, WebRun opens DDI Inform, finds open spot buy quotes that have not converted to an order and are within three days of expiring, drafts a follow-up email to each customer for the salesperson to review before sending, and logs the full open quote pipeline to a tracking sheet ranked by value.
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How do I automatically follow up on spot buy quotes before they expire?
WebRun checks DDI Inform every weekday afternoon for open spot buy quotes expiring within three days that have not converted to an order. It drafts a follow-up email to each customer in Gmail for the salesperson to review and send, and logs the full open quote pipeline to a Google Sheet ranked by dollar value, so high value quotes never go cold from being forgotten.
- Quotes within three days of expiring get a drafted follow-up before they go cold
- The highest value open quotes surface first in a ranked pipeline sheet
- Converted quotes drop off the follow-up list automatically
Built for industrial distributors · inside sales · outside sales reps · wholesale distribution
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.ddisystem.comin a real browser with your saved login - no setup, no API keys. -
1
DDI System (Inform ERP) - find spot buy quotes nearing expiration
ddisystem.com How to Automate DDI System (Inform ERP)
WebRun opens DDI System (Inform ERP) to find spot buy quotes nearing expiration. - Open DDI Inform and pull every open spot buy quote that has not converted to an order
- Filter to quotes expiring within the next three days
- Capture the customer, quoted items, dollar value, and salesperson for each
Done when Every open quote expiring within three days is listed with its details.
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2
Gmail - draft the follow-up for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the follow-up for review. - Draft a short follow-up email to each customer from the assigned salesperson's address
- Reference the quoted items and note the expiration date in the draft
- Leave every draft unsent in the salesperson's drafts folder for review
Done when A follow-up draft is waiting for every quote nearing expiration. Nothing is sent automatically.
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3
Google Sheets - log the open quote pipeline
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the open quote pipeline. - Log every open spot buy quote to the pipeline sheet with its status and days to expiration
- Sort the sheet so the highest value open quotes sit at the top
- Mark any quote followed up on today
Done when The pipeline sheet reflects every open quote, sorted by value with today's follow-ups marked.
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 customers about their quote without approval?
No. Every follow-up is drafted and left unsent in Gmail. The salesperson reviews and sends each one themselves before it reaches a customer.
How does it decide which quotes need a follow-up first?
It filters to quotes expiring within three days, and the pipeline sheet is sorted by dollar value, so the biggest, most time sensitive quotes get worked first.
What happens once a quote turns into an order?
It reads the live quote status in DDI Inform each afternoon, so any quote already converted to an order drops off the follow-up list automatically.
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