Automated Video Proposal Follow-Ups
Every Monday, WebRun scans your proposals sheet for quotes that have been open past your follow-up window, drafts a polite nudge email for each prospect in Gmail, and posts a Slack summary so you know exactly which proposals are stalled and need attention.
How do I automatically follow up on video production proposals?
Every Monday, WebRun scans your Google Sheets proposals tracker for quotes open past your follow-up window, drafts a polite reminder email for each prospect in Gmail, and posts your team a Slack list of stalled deals so every proposal gets a timely nudge without chasing spreadsheets manually.
- No proposal goes cold without a timely follow-up draft ready to send
- The team sees every stalled deal in one Slack message each Monday
- Accepted or declined proposals are skipped automatically from live sheet status
Built for video production studios · freelance directors · creative agencies · commercial production companies
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
sheets.google.comin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - find open proposals past due
google.com
WebRun opens Google Sheets to find open proposals past due. - Open the proposals tracking sheet in Google Sheets
- Filter rows where status is Open and sent date is older than the configured follow-up window (e.g. 5 days)
- Collect client name, email, project name, quoted amount, and days since sent for each stalled proposal
Done when Every open proposal past the follow-up window is identified with its details.
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2
Gmail - draft follow-up emails
gmail.com
WebRun opens Gmail to draft follow-up emails. - Draft a short, polite follow-up email for each stalled proposal
- Reference the project name and quoted amount so the client has context
- Save each as a Gmail draft for the producer to review before sending. Do not send automatically
Done when A follow-up draft is ready in Gmail for every stalled proposal.
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3
Slack - report stalled proposals
slack.com
WebRun opens Slack to report stalled proposals. - Post a summary to the sales or production Slack channel listing each stalled proposal
- Include client name, days open, and quoted amount for each
- Note that drafts are ready in Gmail for one-click review
Done when The team has a Slack summary of all proposals needing follow-up this week.
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 send the follow-up emails on its own?
No. WebRun drafts every follow-up in Gmail and leaves it for your review before anything reaches the client. You stay in control of every outbound message.
How long does it wait before flagging a proposal?
You set the follow-up window in your sheet or WebRun settings. The default is five business days from the date the proposal was sent.
What if a client already accepted or declined?
It reads the live status column in your proposals sheet each run, so any proposal marked Accepted, Declined, or Closed is automatically skipped.
Related templates
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