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.
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
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
www.sigmanest.comin a real browser with your saved login - no setup, no API keys. -
1
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.
-
2
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.
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3
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.
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 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.