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Automated SigmaNEST Quote Turnaround Alerts

Every morning, WebRun opens SigmaNEST, checks every open quote against your turnaround target, posts a Slack alert listing quotes at risk of going late, and drafts a status update email to each affected customer that your team reviews and sends.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 SigmaNEST check open quotes against turnaround target
2 Slack alert the team to at-risk quotes
3 Gmail draft a status update for the customer
In short

How do I get alerted before a SigmaNEST quote turnaround slips?

WebRun checks every open quote in SigmaNEST each morning against your turnaround target and posts a Slack list of anything at risk of going late, sorted oldest first. For quotes past target, it drafts a customer status update in Gmail and leaves it unsent for your estimator to review and send.

  • At-risk quotes get flagged the same morning, not after a customer calls
  • Every past-target quote gets a drafted customer update ready to send
  • Estimators start the day with a sorted list instead of scanning SigmaNEST manually

Built for sheet metal estimators · fabrication shop sales · quoting managers · job shop owners

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.sigmanest.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    SigmaNEST - check open quotes against turnaround target
    sigmanest.com
    WebRun in SigmaNEST: check open quotes against turnaround target
    WebRun opens SigmaNEST to check open quotes against turnaround target.
    • Open SigmaNEST and review quotes still open or pending
    • Compare each quote's age against your turnaround target
    • Flag quotes that are at or past that target

    Done when Every open quote has been checked against the turnaround target.

  3. 2
    Slack - alert the team to at-risk quotes
    slack.com
    WebRun in Slack: alert the team to at-risk quotes
    WebRun opens Slack to alert the team to at-risk quotes.
    • Post a list of at-risk and overdue quotes to the estimating channel
    • Sort by days outstanding, oldest first
    • Tag the estimator assigned to each quote

    Done when The estimating team has today's list of quotes needing attention.

  4. 3
    Gmail - draft a status update for the customer
    gmail.com
    WebRun in Gmail: draft a status update for the customer
    WebRun opens Gmail to draft a status update for the customer.
    • Draft a short status update email to the customer for each quote past target
    • Reference the RFQ number and expected response date
    • Leave every email as a draft in Gmail for the estimator to review and send

    Done when A draft status email exists for every quote past the turnaround target, ready for review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.sigmanest.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
At-risk quote list · Slack
OutputWhat each run produces - A Slack list of at-risk quotes plus a drafted, unsent status update email in Gmail for each quote past target.
Text and draft emails
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 email customers without me seeing it first?

No. WebRun only drafts the status update in Gmail. Nothing goes to a customer until your estimator reviews and sends it.

How does it decide a quote is at risk?

It compares each open quote's age in SigmaNEST against the turnaround target you set, so you can tune it separately for simple and complex jobs.

What happens once a quote is won or lost?

It reads the live quote status in SigmaNEST each morning, so anything already closed drops off the at-risk list automatically.

Put this on autopilot.

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