Automated commonsku Post-Delivery Client Follow-Up
Every morning, WebRun opens commonsku, finds orders delivered in the past three days, drafts a warm post-delivery check-in email for each client in Gmail, and logs the outreach to an Airtable client relationship tracker so nothing falls through the cracks.
How do I automatically follow up with clients after delivering a promotional products order?
WebRun opens commonsku every morning and finds every order delivered in the past three days. It drafts a warm, personalized post-delivery check-in email in Gmail for each client, referencing their specific products, and queues every message for your review. Each outreach is also logged to an Airtable relationship tracker for accountability.
- Every recently delivered client gets a personalized check-in within three days
- No check-in email reaches a client without human review and approval
- Airtable maintains a permanent log of all post-delivery outreach for account management
Built for promotional products distributors · promo account managers · client success teams
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.commonsku.comin a real browser with your saved login - no setup, no API keys. -
1
commonsku - find orders delivered in the past three days
commonsku.com
WebRun opens commonsku to find orders delivered in the past three days. - Open commonsku and filter orders to those marked as delivered in the past three days
- Capture order number, client name, client email, products delivered, and order total for each
- Exclude clients who already have a post-delivery note logged this week
Done when Every recently delivered order is listed with client contact and product details.
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2
Gmail - draft post-delivery check-in emails for review
gmail.com
WebRun opens Gmail to draft post-delivery check-in emails for review. - Draft a warm, brief post-delivery check-in email for each client mentioning the specific products they received
- Ask if everything arrived as expected and whether there is anything else you can help with
- Leave every email as an unsent Gmail draft for your review
- Do not send any email automatically
Done when A Gmail draft post-delivery check-in exists for every recently delivered client.
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3
Airtable - log client outreach for relationship tracking
airtable.com
WebRun opens Airtable to log client outreach for relationship tracking. - Add a new row in the client relationship tracker for each check-in drafted
- Record client name, order number, delivery date, and check-in draft status
Done when Every post-delivery check-in is logged in Airtable with today's date and status.
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 check-in emails to clients on its own?
No. Every post-delivery check-in is saved as an unsent Gmail draft for you to review and personalize before sending.
How does it know when an order has been delivered?
It reads the order status and delivery date in commonsku and picks up any order that has moved to a delivered status within the past three days.
What if I already followed up with this client manually?
If you log a post-delivery contact note in commonsku or Airtable, the workflow skips that client on the next run to avoid duplicate outreach.
Related templates
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