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Automated PR New Business Lead Follow-Up

Every morning, WebRun opens the new-business pipeline in Google Sheets, finds prospects past your follow-up threshold with no recent activity, drafts a personalised outreach email per lead in Gmail, leaves every message unsent for the new-business lead to review, and posts a Slack list of prospects needing a nudge today.

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Runs on WebRun · Strict Lockdown policy
Every morning at 8:00 AM WebRunorchestrates each step
1 Google Sheets find leads needing follow-up
2 Gmail draft prospect follow-ups
3 Slack post the new-business nudge list
In short

How can my PR agency automatically follow up on new business leads and prospects?

Every morning, WebRun opens the new-business pipeline in Google Sheets, identifies prospects past your follow-up window with no recent activity, and drafts a personalised follow-up per lead in Gmail. The draft is left unsent for the new-business lead to review, and a Slack list of today's prospects needing a nudge is posted so no opportunity goes cold.

  • No prospect goes past your follow-up window without a personalised nudge ready to send
  • New-business leads start every morning with a clear list of who needs a nudge today
  • High-value proposals in the final stage are flagged so the team prioritises correctly

Built for PR agencies · new-business leads · agency principals · PR business development

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 docs.google.com/spreadsheets in a real browser with your saved login - no setup, no API keys.

  2. 1
    Google Sheets - find leads needing follow-up
    google.com
    WebRun in Google Sheets: find leads needing follow-up
    WebRun opens Google Sheets to find leads needing follow-up.
    • Open the new-business pipeline tracker sheet
    • Filter prospects to those with no activity or reply past your follow-up threshold
    • Capture prospect name, company, last contact date, stage, and assigned new-business lead

    Done when Every quiet prospect past the follow-up window is listed with stage and owner details.

  3. 2
    Gmail - draft prospect follow-ups
    gmail.com
    WebRun in Gmail: draft prospect follow-ups
    WebRun opens Gmail to draft prospect follow-ups.
    • Draft a short, personalised follow-up email per prospect referencing the last touchpoint or the agency's proposed scope
    • Keep the tone helpful and the ask clear without being pushy
    • Save each as an unsent Gmail draft for the new-business lead to review and send

    Done when Each quiet prospect has an unsent personalised follow-up draft ready in Gmail.

  4. 3
    Slack - post the new-business nudge list
    slack.com
    WebRun in Slack: post the new-business nudge list
    WebRun opens Slack to post the new-business nudge list.
    • Post a list of prospects with follow-up drafts ready, grouped by assigned lead
    • Note the company, last contact date, pipeline stage, and days since last activity
    • Flag any high-value prospect or proposal in the final evaluation stage at the top

    Done when The new-business team has a prioritised nudge list in Slack with drafts ready to review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
docs.google.com/spreadsheets
ScheduleRuns automatically on this cadence
Every morning at 8:00 AM
DeliveryHow each run's result reaches you
New-business nudge list · Slack
OutputWhat each run produces - Unsent Gmail follow-up drafts per prospect and a Slack new-business nudge list grouped by assigned lead with pipeline stage and days since last contact.
Text
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 contact prospects automatically?

No. Every follow-up is saved as an unsent Gmail draft and left for the new-business lead to review and send. No prospect receives an email without a human reviewing and approving the message first.

How does it decide a prospect has gone quiet?

It reads the last-contact date and pipeline stage in the Google Sheets tracker and selects prospects with no activity or reply past the follow-up window you set, so only genuinely stalled leads get a draft.

Can it manage follow-ups for multiple new-business leads?

Yes. The Slack list is grouped by assigned new-business lead, so each person on the team sees only the prospects they own and can review their own follow-up drafts in Gmail.

Keep going

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