Automated Booqable Quote Expiry Follow-Ups
Every morning, WebRun opens Booqable, finds quotes expiring within three days that have not been accepted, checks Stripe to confirm no payment has already come in, drafts a friendly follow-up in Gmail for each customer, and posts the open quote list to Slack ranked by expiry.
How do I follow up on rental quotes before they expire?
WebRun checks Booqable every morning for quotes expiring within three days that have not been accepted. It confirms in Stripe that no payment has landed, drafts a friendly follow-up in Gmail for each customer, and posts the open quote list to Slack ranked by expiry, so fewer quotes go cold before you can close them.
- Expiring quotes get a follow-up drafted three days out
- Converted quotes are skipped automatically using live Stripe data
- Sales staff see a ranked open quote list every morning
Built for tool rental shops · equipment rental businesses · general rental stores · rental sales staff
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
login.booqable.comin a real browser with your saved login - no setup, no API keys. -
1
Booqable - find quotes expiring soon
booqable.com
WebRun opens Booqable to find quotes expiring soon. - Open Booqable and filter quotes to Sent or Open status
- Identify quotes expiring within the next 3 days
- Capture the customer, quoted items, quote value, and expiry date for each
Done when Every quote expiring within 3 days is listed with its value and expiry date.
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2
Stripe - confirm no payment has landed
stripe.com
WebRun opens Stripe to confirm no payment has landed. - Check Stripe for any payment tied to each open quote
- Confirm whether a deposit has already landed, meaning the quote likely converted
- Exclude any quote with a matching payment from the follow-up list
Done when Each expiring quote has a confirmed live payment status from Stripe.
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3
Gmail - draft a follow-up for each customer
gmail.com
WebRun opens Gmail to draft a follow-up for each customer. - Draft a friendly follow-up for each customer noting their quote is about to expire
- Mention the quoted items and the expiry date
- Leave every draft unsent in Gmail for staff review before sending
Done when An unsent follow-up draft exists in Gmail for every expiring, unpaid quote.
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4
Slack - post the ranked open quote list
slack.com
WebRun opens Slack to post the ranked open quote list. - Post the open quote list to the sales channel ranked by expiry date
- Include quote value so staff can prioritize the largest bookings
- Flag anything expiring tomorrow at the top
Done when Your team has today's open quote list in Slack, ranked by urgency.
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 the customer without my approval?
No. WebRun drafts every follow-up in Gmail and leaves it unsent. A staff member reviews and sends it, so no customer receives a message without a human check first.
How does it avoid following up on a quote that already converted?
It checks Stripe for a matching payment before drafting anything. Any quote with a deposit already landed is treated as converted and skipped.
How close to expiry does a quote need to be before it is flagged?
By default, quotes expiring within 3 days are included. You can widen or tighten that window to match how far ahead your customers typically book.
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