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TSTracker Automated Sample Approval Follow-ups

Every morning, WebRun opens TSTracker, finds sample parts sent to the customer for approval that have been pending past your shop's usual turnaround, drafts a polite, on-brand follow-up email in Gmail left unsent for the account manager to review, and adds a follow-up call reminder to their Google Calendar.

Runs on WebRun · Strict Lockdown policy
Every day at 9:00 AM WebRunorchestrates each step
1 TSTracker find sample approvals pending too long
2 Gmail draft a follow-up to the customer
3 Google Calendar add a follow-up call reminder
In short

How do I follow up on sample part approvals stuck waiting on the customer?

WebRun checks TSTracker every morning for sample parts sent for customer approval that have been pending past your shop's usual turnaround. It drafts a polite follow-up email in Gmail, left unsent for the account manager, and adds a follow-up call reminder to their Google Calendar, so an approval never quietly stalls a build while everyone assumes someone else is chasing it.

  • Overdue approvals get a drafted follow-up the same morning they cross the threshold
  • Approved samples drop off the list automatically from live TSTracker status
  • A calendar reminder makes sure the follow-up call actually happens

Built for tool and die shops · mold shop account managers · die shop project managers · tooling sales teams

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

  2. 1
    TSTracker - find sample approvals pending too long
    tst-software.com
    WebRun in TSTracker: find sample approvals pending too long
    WebRun opens TSTracker to find sample approvals pending too long.
    • Open TSTracker and filter sample submissions to the Sent for Approval status
    • Capture the customer contact, tool, and the date the sample was sent for each
    • Flag any sample pending longer than your shop's usual approval turnaround

    Done when Every overdue sample approval is listed with its customer, tool, and days pending.

  3. 2
    Gmail - draft a follow-up to the customer
    gmail.com
    WebRun in Gmail: draft a follow-up to the customer
    WebRun opens Gmail to draft a follow-up to the customer.
    • Draft a polite follow-up email to the customer contact referencing the specific tool and sample sent
    • Offer to answer questions or walk through the sample results if that's holding up the decision
    • Leave the email as an unsent Gmail draft for the account manager to review before sending

    Done when An unsent Gmail follow-up draft exists for every overdue sample approval.

  4. 3
    Google Calendar - add a follow-up call reminder
    calendar.google.com
    WebRun in Google Calendar: add a follow-up call reminder
    WebRun opens Google Calendar to add a follow-up call reminder.
    • Add a follow-up call reminder to the account manager's Google Calendar for each overdue approval
    • Set the reminder for the next business day so the follow-up doesn't get buried in the inbox
    • Note the tool and customer in the event so context is right there

    Done when Every overdue sample approval has a follow-up call reminder on the account manager's calendar.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
tst-software.com
ScheduleRuns automatically on this cadence
Every day at 9:00 AM
DeliveryHow each run's result reaches you
Follow-up drafts · Gmail
OutputWhat each run produces - Unsent Gmail follow-up drafts and Google Calendar reminders for every sample approval pending past your shop's usual turnaround.
Text
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 GUARDRAIL
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email the customer without my account manager's approval?

No. Every follow-up is saved as an unsent Gmail draft. WebRun writes the message and readies it, but your account manager decides whether and when it goes to the customer.

How does it decide an approval is overdue?

It compares how many days a sample has been sitting in TSTracker at the Sent for Approval status against your shop's usual turnaround, so only genuinely overdue approvals get a drafted follow-up.

What if the customer already approved the sample?

It reads the live approval status in TSTracker each morning, so any sample already marked approved is skipped and no follow-up gets drafted for it.

Put this on autopilot.

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