Automated Refrens Stale Quotation Follow Up
WebRun checks Refrens for quotations sent with no client response, logs the list to Airtable, and creates a Notion follow up task so no potential job goes cold.
How do I follow up on Refrens quotations that never got a response?
WebRun checks Refrens every Monday for quotations sent more than 5 days ago with no client response, logs the list to Airtable, and creates a Notion task assigned to the salesperson who sent it. Quotations that get viewed or accepted drop off automatically, so stale quotes get a follow up instead of quietly going cold.
- Stale quotations get a follow up task instead of going cold
- Salespeople are assigned their own quotes automatically
- Quotations that get a response drop off the list on their own
Built for agencies · freelancers · service businesses · sales 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
refrens.comin a real browser with your saved login - no setup, no API keys. -
1
Refrens - find quotations sent with no response
refrens.com
WebRun opens Refrens to find quotations sent with no response. - Open Refrens and list quotations sent more than 5 days ago
- Check whether each has been viewed or accepted
- Flag any with no response at all
Done when Every unanswered quotation older than 5 days is listed.
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2
Airtable - log the list to Airtable
airtable.com
WebRun opens Airtable to log the list to Airtable. - Log each unanswered quotation with client, amount, and days since sent
- Update the status of any quotation that got a response since the last run
- Keep a running list sorted by oldest first
Done when The Airtable list matches this week's unanswered quotations.
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3
Notion - create a Notion follow up task
notion.so
WebRun opens Notion to create a Notion follow up task. - Create a follow up task for each unanswered quotation
- Assign it to the salesperson who sent it
- Link back to the Airtable record
Done when A follow up task exists for every unanswered quotation.
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
Does it resend the quotation to the client?
No. It only tracks which quotations haven't been answered and hands off a follow up task. Contacting the client again is still up to the salesperson.
What counts as no response?
A quotation in Refrens that hasn't been viewed or accepted more than 5 days after it was sent, based on Refrens' own tracking.
What happens once a client responds?
It's marked as responded in Airtable on the next run and no longer generates a new follow up task.
Related templates
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