Automated PI Quote Follow-Up Email Drafts
Every morning, WebRun opens CROSStrax, finds quotes that have been outstanding for more than two days, and drafts a personalised follow-up email in Gmail for each one. You review and send only the emails you are happy with.
How do I automatically follow up on outstanding investigation quotes?
Every morning, WebRun scans CROSStrax for quotes that have been outstanding for more than two days and drafts a personalised follow-up email in Gmail for each one, including the client name, case type, and original quote date. All drafts sit in your Gmail Drafts folder for your review before anything is sent to a potential client.
- No outstanding quote goes uncontacted for more than two business days
- Every follow-up is personalised with client name, case type, and quote date
- You review every email before it reaches a potential client
Built for private investigation agencies · solo investigators · PI firm owners · investigation 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
www.crosstrax.coin a real browser with your saved login - no setup, no API keys. -
1
CROSStrax - find outstanding quotes
www.crosstrax.co
WebRun opens CROSStrax to find outstanding quotes. - Open CROSStrax and filter cases or leads to those with a quote issued but no acceptance recorded
- Note the quote date, client name, case type, and quoted amount for each outstanding record
- Skip any quote that already has a scheduled follow-up or a reply on record
Done when Every quote outstanding for more than two days is listed with client details and quote amount.
-
2
Gmail - draft follow-up emails for review
gmail.com
WebRun opens Gmail to draft follow-up emails for review. - Open Gmail and create a draft for each outstanding quote
- Address it to the client using their name and reference the case type and original quote date
- Leave every draft unsent in the Drafts folder for your review - do not send automatically
Done when A personalised follow-up draft exists in Gmail for every outstanding quote, ready for your review.
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 without my approval?
No. Every follow-up is saved as a Gmail draft only. WebRun never sends an email to a potential client without you reviewing and clicking Send yourself.
How many days does it wait before drafting a follow-up?
The default is two business days after a quote is issued. You can adjust this threshold when you set up the workflow to match your own follow-up cadence.
What if a client has already replied or declined?
WebRun reads the latest status in CROSStrax each morning and skips any quote that already has a recorded reply, so you never draft a follow-up for a closed conversation.
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