Automated Suralink Sampling Request Follow-Up
Every morning, WebRun opens Suralink, identifies all requests tagged to sampling selections that remain unfulfilled, logs each outstanding item in an Airtable tracker, and drafts a follow-up email per client in Gmail for your review before any message is sent.
How do I automatically follow up on outstanding audit sampling requests in Suralink?
Every morning WebRun opens Suralink and finds every sampling request that is still unfulfilled, logs each one in an Airtable tracker with days outstanding, and drafts a courteous follow-up email per client in Gmail for your team to review and send. Nothing goes to a client until a team member approves the draft.
- Outstanding sampling items tracked in Airtable with daily status updates
- Draft follow-up emails staged for every client before 9 AM
- No client contact made without team member review and approval
Built for audit seniors · CPA firms · assurance staff · audit 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
app.suralink.comin a real browser with your saved login - no setup, no API keys. -
1
Suralink - find unfulfilled sampling requests
suralink.com
WebRun opens Suralink to find unfulfilled sampling requests. - Open Suralink and filter the request list to items tagged as sampling or sample-related
- Identify any sampling request that is open, past due, or has had no client activity in 3 days
- Capture the engagement name, client contact, document description, and days outstanding for each
Done when Every unfulfilled sampling request is identified with its engagement context and days outstanding.
-
2
Airtable - log outstanding selections
airtable.com
WebRun opens Airtable to log outstanding selections. - Open the sampling follow-up Airtable base
- Add or update a record for each outstanding sampling request with the latest status and days outstanding
- Mark any item newly resolved since the last run as fulfilled in the tracker
Done when The Airtable tracker reflects the current status of every sampling request.
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3
Gmail - draft client follow-up for review
gmail.com
WebRun opens Gmail to draft client follow-up for review. - Draft a courteous follow-up email for each client with outstanding sampling items
- Include the specific document names and due dates in the email body
- Save each draft in Gmail for your review before sending
- Never send any email to a client automatically
Done when A draft follow-up email is staged in Gmail for every client with outstanding sampling requests, awaiting 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 clients without my approval?
No. Every follow-up email is drafted and saved in Gmail for your review. Nothing is sent to a client until a team member approves and sends it manually.
How does it know which requests are sampling-related?
It filters Suralink requests by tag or naming convention. During setup, you specify the tag or keyword your team uses to label sampling requests, and WebRun uses that to filter.
What happens when a sampling item is fulfilled?
WebRun reads live status from Suralink each morning and updates the Airtable record to fulfilled automatically. It will not draft a follow-up for items already provided.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.