Automated Suralink Overdue Request Worklist
Every morning, WebRun opens Suralink and collects every request that is past its due date across all active engagements, buckets each item by how many days overdue it is, and writes a prioritized worklist to a Google Sheet your team can action immediately.
How can I automatically generate an overdue audit request worklist from Suralink?
Every morning WebRun opens Suralink, collects every overdue request across all active engagements, ranks them by how many days past due they are, and writes the full list to a Google Sheet. Your team opens one ranked sheet each day and knows exactly which client items need attention first.
- One ranked cross-engagement worklist delivered every morning
- Items over 7 and 14 days overdue highlighted automatically
- Fulfilled requests drop off the list the next morning without manual cleanup
Built for audit managers · CPA firms · assurance teams · engagement partners
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.suralink.comin a real browser with your saved login - no setup, no API keys. -
1
Suralink - collect all overdue requests
suralink.com
WebRun opens Suralink to collect all overdue requests. - Open Suralink and navigate to the request list across all active engagements
- Filter to requests with a past due date and no fulfilled upload
- Capture engagement name, client, request description, due date, and days overdue
- Sort by days overdue descending so the most critical items surface first
Done when Every overdue request across all engagements is collected and ranked by aging.
-
2
Google Sheets - write ranked worklist
google.com
WebRun opens Google Sheets to write ranked worklist. - Open the team worklist Google Sheet and clear the previous day's data
- Write each overdue request to a new row with engagement, client, description, due date, and days overdue
- Apply conditional formatting to highlight items over 7 days and over 14 days overdue
- Timestamp the refresh in the header row
Done when The Google Sheet contains today's full ranked worklist, formatted and timestamped.
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
Does it contact clients or just update the internal sheet?
It only updates your internal Google Sheet. No client is contacted and no message is sent automatically. Your team uses the worklist to decide who to follow up with.
Can it cover multiple engagements at once?
Yes. WebRun pulls overdue requests across all your active Suralink engagements in one run, so the sheet gives you a single cross-engagement view every morning.
What happens to items that get fulfilled before the next run?
WebRun reads live request status from Suralink each morning, so fulfilled items are automatically excluded from the next day's worklist.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.