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For process serving companies, legal support firms & business development staff

Follow up with every quote lead before they go cold

Every morning, WebRun scans Gmail for unanswered quote requests and checks ServeManager for new intake submissions without a follow-up, drafts a polite response email for each lead, and posts a Slack summary of open leads with their age so your team can track which prospects still need a human touch.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 ServeManager find new intake submissions without follow-up
2 Gmail draft follow-up email for each lead
3 Slack post open lead summary
Run a sample
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 www.servemanager.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    ServeManager - find new intake submissions without follow-up
    servemanager.com How to Automate ServeManager
    WebRun in ServeManager: find new intake submissions without follow-up
    WebRun opens ServeManager to find new intake submissions without follow-up.
    • Open ServeManager and check the intake queue for new submissions in the past 48 hours
    • Flag any intake that has not had a follow-up email or call logged
    • Capture contact name, email, job type requested, and submission date

    Done when All new intake submissions without a follow-up are listed with contact and job detail.

  3. 2
    Gmail - draft follow-up email for each lead
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft follow-up email for each lead
    WebRun opens Gmail to draft follow-up email for each lead.
    • Draft a timely, professional follow-up email for each flagged lead
    • Include a brief introduction, confirmation of the request details, and a clear call to action
    • Save each email as a draft in Gmail and leave it unsent for your review

    Done when A draft follow-up email exists in Gmail for every unanswered quote lead.

  4. 3
    Slack - post open lead summary
    slack.com How to Automate Slack
    WebRun in Slack: post open lead summary
    WebRun opens Slack to post open lead summary.
    • Post a summary of open leads to the sales channel
    • Include contact name, job type, submission date, and hours since submission
    • Flag leads older than 24 hours that still have no response

    Done when The sales channel has a current list of open leads with age so the team can prioritize.

How do I automatically follow up with process serving quote leads?

WebRun scans ServeManager and Gmail every morning for unanswered quote requests and new intake submissions with no follow-up logged. It drafts a professional response email in Gmail for each lead and posts a Slack summary showing every open lead's age, so your team converts new inquiries without any slipping through the cracks.

  • Every unanswered quote request gets a follow-up draft within 24 hours
  • Leads older than 24 hours are flagged in Slack for urgent attention
  • Converted leads are skipped automatically so existing clients are never re-contacted

Built for process serving companies · legal support firms · business development staff · process service managers

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.servemanager.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Follow-up drafts · Gmail · Slack
OutputWhat each run produces - Draft follow-up emails in Gmail for each unanswered quote lead, plus a Slack lead summary showing age and priority.
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 send follow-up emails automatically to leads?

No. Every follow-up is saved as a Gmail draft for your review. Nothing reaches a prospect until you approve and send it.

How does it know which leads have not been followed up?

It checks ServeManager for new intake submissions with no follow-up activity logged in the past 48 hours. Leads with a recorded contact are excluded automatically.

What if a lead already became a paying client?

WebRun reads intake status from ServeManager each run. Leads that converted to active jobs are skipped so you never send a follow-up to an existing client by mistake.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.