Automated Solar Financing Approval Follow-Up
Every morning, WebRun opens Enerflo, finds projects where financing was approved in the last 24 hours, drafts a congratulatory email for each homeowner explaining the next steps toward installation, and queues every draft in Gmail for the rep to review and send before the momentum cools.
How do I automatically follow up when a solar customer's financing is approved?
WebRun opens Enerflo every morning and finds projects where financing was approved in the last 24 hours. It drafts a personalised congratulatory email for each homeowner that explains the next steps toward installation, queues the draft in Gmail, and alerts the assigned rep in Slack to send it the same day while the homeowner's excitement is fresh.
- Every homeowner gets a personalised next-steps email drafted within 24 hours of financing approval
- Reps are alerted the same morning so they send while excitement is at its peak
- No financing approval sits without a follow-up because a rep was busy or away
Built for residential solar sales teams · solar financing coordinators · solar company 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
enerflo.comin a real browser with your saved login - no setup, no API keys. -
1
Enerflo - detect new financing approvals
enerflo.com
WebRun opens Enerflo to detect new financing approvals. - Open Enerflo and filter projects to those where the financing status changed to Approved in the last 24 hours
- Capture the homeowner name, email, project address, approved loan amount, and the lender name
- Note the assigned rep so they can be tagged in Slack
- Skip any project where a post-approval email has already been sent
Done when Every newly approved financing project is listed with homeowner and deal details.
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2
Gmail - draft congratulatory next-steps email
gmail.com
WebRun opens Gmail to draft congratulatory next-steps email. - Draft a congratulatory email for each homeowner acknowledging their financing approval
- Explain the next steps clearly: signing the contract, scheduling the site survey, and the expected install timeline
- Reference the homeowner by name and the specific lender to make the email feel personalised
- Leave every draft unsent in Gmail for the rep to review and approve
Done when One Gmail draft with clear next steps exists for every newly approved homeowner.
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3
Slack - alert rep to review and send today
slack.com
WebRun opens Slack to alert rep to review and send today. - Post a Slack message to the sales channel listing new financing approvals from the last 24 hours
- Tag the assigned rep for each homeowner and note the urgency of responding today
- Include a direct link to Gmail drafts so the rep can approve and send immediately
Done when Every rep is notified in Slack and has a direct link to the draft waiting for their approval.
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 homeowners automatically once financing is approved?
No. Every email is saved as a Gmail draft and requires the rep to review and click Send before it reaches the homeowner.
What if the approval came in over the weekend?
WebRun checks Enerflo each morning and will pick up approvals from any time in the last 24 hours, including those that came in late Friday or over the weekend.
Can it pull in the actual loan amount or lender name?
Yes, as long as that information is recorded in Enerflo. WebRun reads whatever financing details are available and includes them in the draft to make it feel personalised.
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