Automated Suralink Confirmation Follow-Up Tracker
Every Monday, WebRun opens Suralink and reviews all pending confirmation requests, identifies those with no response for more than 7 days, logs the aging details in a Google Sheet, and drafts a follow-up email per outstanding confirmation in Gmail for your review before any message is sent to a third party.
How do I automatically track and follow up on outstanding audit confirmation requests?
Every Monday WebRun opens Suralink, finds every confirmation request unanswered for more than 7 days, logs the aging in a Google Sheet, and stages a draft follow-up email in Gmail per confirmation for your team to review before sending. No message reaches a third party until a team member approves and sends it.
- Every unanswered confirmation request logged and aged in Google Sheets weekly
- Draft follow-up emails staged in Gmail before 10 AM every Monday
- No third-party message sent without team member review and approval
Built for audit seniors · CPA firms · assurance managers · audit partners
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
app.suralink.comin a real browser with your saved login - no setup, no API keys. -
1
Suralink - identify unanswered confirmation requests
suralink.com
WebRun opens Suralink to identify unanswered confirmation requests. - Open Suralink and navigate to pending confirmation-related requests
- Filter for requests with no response or document upload in the past 7 days
- Capture the engagement name, confirming party, request description, sent date, and days outstanding
Done when Every unanswered confirmation request older than 7 days is identified with its context.
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2
Google Sheets - log confirmation aging
google.com
WebRun opens Google Sheets to log confirmation aging. - Open the confirmation follow-up tracking Google Sheet
- Write each outstanding confirmation to a new row with engagement, confirming party, days outstanding, and current status
- Update any confirmation resolved since the last run to a fulfilled status in the sheet
Done when The Google Sheet reflects the current aging status of all outstanding confirmation requests.
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3
Gmail - draft follow-up emails for review
gmail.com
WebRun opens Gmail to draft follow-up emails for review. - Draft a polite follow-up email for each outstanding confirmation
- Include the original request details and the name of the engagement in the email body
- Save each as a draft in Gmail for your team to review and send
- Never send any confirmation follow-up email automatically
Done when A draft follow-up email is staged in Gmail for each outstanding confirmation, ready for your review.
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 follow-up emails to third parties automatically?
No. Every follow-up email is staged as a Gmail draft for your review. Sending a confirmation follow-up to a bank, attorney, or other third party is a decision your team makes after reviewing each draft.
How does it handle confirmations received after Monday's run?
WebRun reads live request status from Suralink each Monday morning, so any confirmation received since the last run is excluded from that week's follow-up batch and updated in the Google Sheet.
Can I adjust the 7-day threshold for flagging unanswered confirmations?
Yes. During setup you set the number of days with no response that triggers a follow-up draft. You can tighten it for high-risk confirmations or loosen it for lower-priority items.
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