Chase aging AR invoices before they become write-offs
Every Monday, WebRun opens BQE Core, finds invoices past their due date, drafts a polite follow-up email for each client in Gmail, then posts a Slack summary of the chase list for your approval before any email is sent.
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- Cancel anytime
How can I automatically chase overdue AR invoices from BQE Core?
WebRun opens BQE Core every Monday, identifies invoices past their due date, and drafts a polite follow-up email in Gmail for each overdue client. It then posts a Slack chase list for your review. No email reaches a client until you approve and send each Gmail draft yourself.
- Overdue invoices get a polite, professional follow-up every week without manual drafting
- No client email goes out without your explicit review and approval
- Invoices over 60 days are flagged for priority attention before they age further
Built for architecture firms · engineering firms · AEC finance managers · principal architects
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.bqe.comin a real browser with your saved login - no setup, no API keys. -
1
BQE Core - find overdue invoices
bqe.com
WebRun opens BQE Core to find overdue invoices. - Open BQE Core and navigate to the Accounts Receivable aging report
- Filter to invoices past their due date by 14 days or more
- Capture the client name, invoice number, amount, and days overdue for each
Done when Every overdue invoice is listed with client, amount, and aging detail.
-
2
Gmail - draft follow-up emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails. - For each overdue invoice, draft a polite, professional follow-up email in Gmail addressed to the client billing contact
- Include the invoice number, amount, due date, and a clear call to action
- Save every email as a draft. Do not send any email without human approval
Done when A draft follow-up email is ready in Gmail for every overdue invoice.
-
3
Slack - post chase list for review
slack.com How to Automate Slack
WebRun opens Slack to post chase list for review. - Post a summary to the finance channel listing each overdue invoice with client, amount, and days outstanding
- Note how many Gmail drafts are ready for review
- Flag invoices over 60 days for priority attention
Done when The finance team has today's chase list in Slack and can review each Gmail draft before sending.
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 clients automatically without me reviewing?
No. Every follow-up email is saved as a Gmail draft and listed in the Slack chase list first. You review and send each one yourself. Nothing reaches a client without your explicit approval.
What if a client has already paid since the last run?
WebRun reads the live AR aging report in BQE Core each Monday, so any invoice cleared before the run is excluded automatically from the chase list and draft emails.
Can I set a minimum invoice age before it appears on the chase list?
Yes. Tell WebRun the minimum aging threshold (for example, 14 days or 30 days) and it will only flag invoices older than that cutoff, leaving very recent invoices off the list.
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