Automated Versapay Collections Reminder Drafts
Every morning, WebRun opens Versapay, identifies accounts past their due date, drafts a polite but firm collections reminder for each customer, and queues every message for your AR team to review in Slack before anything is sent.
How do I automatically draft collections reminders for overdue accounts?
WebRun opens Versapay each morning, finds every account with overdue invoices, and drafts a personalised collections reminder in Gmail for each customer. No message is sent automatically. Instead, a Slack summary lists every draft for your AR team to review and approve, keeping humans in control of every customer-facing communication.
- Every overdue account gets a personalised reminder draft in minutes, not hours
- No customer message goes out without human approval
- AR team starts the day with a prioritised Slack action list
Built for AR managers · credit controllers · finance teams · B2B SaaS companies
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.versapay.comin a real browser with your saved login - no setup, no API keys. -
1
Versapay - identify overdue accounts needing a reminder
versapay.com
WebRun opens Versapay to identify overdue accounts needing a reminder. - Open Versapay and filter to accounts with overdue open invoices
- Capture customer name, invoice numbers, amounts, and days overdue for each
- Skip accounts already contacted in the last 3 days or flagged as in dispute
Done when Every account that needs a dunning reminder today is listed with full invoice details.
-
2
Gmail - draft personalised collections reminders
gmail.com
WebRun opens Gmail to draft personalised collections reminders. - Draft a personalised, on-brand collections reminder for each overdue account
- Include the invoice number, amount, due date, and a payment link from Versapay
- Save every draft in Gmail but do not send. Leave all drafts for human review.
Done when A personalised Gmail draft exists for every overdue account, unsent and ready for review.
-
3
Slack - queue draft list for AR team review
slack.com
WebRun opens Slack to queue draft list for AR team review. - Post a summary list to the AR Slack channel: customer, amount, days overdue, and draft link
- Flag the largest or oldest balances at the top
- Note the total number of drafts awaiting approval
Done when The AR team has today's draft list in Slack and can approve or edit 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 send the reminders without my approval?
No. Every collections reminder is saved as a Gmail draft and never sent automatically. Your AR team reviews the Slack list and sends only the messages they approve.
How does it pick which accounts to remind today?
It reads live overdue status from Versapay each morning and skips accounts contacted in the last 3 days or flagged as disputed, so customers are never over-contacted.
Can it match our existing reminder tone and template?
Yes. Give WebRun a sample reminder or tone guidelines and it will match your voice, inserting the correct invoice details for each customer automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.