Automated Holiday Order Cutoff Reminders
During your holiday ordering window, WebRun opens BakeSmart each morning, finds wholesale accounts that have not placed a holiday order yet, drafts a cutoff reminder email in Gmail for each account, and drafts an extra text through Twilio for accounts within 48 hours of missing the deadline.
How do I automatically remind wholesale bakery accounts before a holiday order cutoff?
During your holiday ordering window, WebRun opens BakeSmart each morning and finds wholesale accounts that have not placed a holiday order yet. It drafts a cutoff reminder email in Gmail for every account, and for those within 48 hours of the deadline it drafts an extra text through Twilio, all queued for your review before sending.
- No regular wholesale account misses the holiday cutoff by accident
- Accounts closest to the deadline get an extra urgent nudge
- Every reminder is checked against live BakeSmart order status first
Built for wholesale bakeries · bakeries with seasonal wholesale orders · bakery sales teams · bakery account managers
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.bakesmart.comin a real browser with your saved login - no setup, no API keys. -
1
BakeSmart - find accounts without a holiday order
bakesmart.com
WebRun opens BakeSmart to find accounts without a holiday order. - Open BakeSmart and check which wholesale accounts have placed a holiday order
- List every active wholesale account that has not yet ordered
- Note how many days remain until the holiday cutoff for each
Done when Every wholesale account without a holiday order is listed with days left to the cutoff.
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2
Gmail - draft cutoff reminder emails
gmail.com
WebRun opens Gmail to draft cutoff reminder emails. - Draft a cutoff reminder email for each account that has not ordered yet
- State the cutoff date and what happens if it is missed
- Leave every email as a draft for your review before sending. Do not send without approval
Done when A cutoff reminder draft is ready in Gmail for every account that has not ordered.
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3
Twilio - draft urgent texts near the deadline
twilio.com
WebRun opens Twilio to draft urgent texts near the deadline. - For accounts within 48 hours of the cutoff, draft a short urgent text as a second nudge
- Keep the text brief with the cutoff date and time
- Leave every text as a draft for your review. Do not send without approval
Done when An urgent text draft is ready for every account within 48 hours of the cutoff.
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 or text accounts without my approval?
No. Every reminder is created as a draft in Gmail or Twilio for your review. Nothing reaches a wholesale account until you approve and send it.
Which accounts get a text as well as an email?
Only accounts within 48 hours of the holiday cutoff that still have not ordered. Everyone else gets the email reminder alone, so accounts are not over messaged.
What if an account orders after the reminder was drafted?
WebRun checks the live order status in BakeSmart on every run, so an account that has since ordered is left off the next batch of drafts.
Related templates
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