Automated Bakery Deposit and Balance Reminders
Every morning, WebRun opens BakeSmart and finds orders with unpaid deposits or balances due within a set number of days of pickup. It drafts a polite, personalised payment reminder for each in Gmail, logs the outstanding amounts to your chase sheet, and leaves every message for your review before it reaches the customer.
How do I automatically remind customers about unpaid bakery deposits and balances?
Every morning, WebRun opens BakeSmart and identifies orders with unpaid deposits or outstanding balances due within 7 days of pickup. It drafts a polite payment reminder in Gmail for each customer and logs the amounts to your Google Sheets chase list, leaving every message for your review before it is sent.
- Unpaid balances flagged days before pickup so orders are never lost to non-payment
- Chase list always current so staff know exactly who owes what
- No reminder goes to a customer without your review
Built for custom cake shops · bakeries · patisseries · home bakers taking deposits
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
www.bakesmart.comin a real browser with your saved login - no setup, no API keys. -
1
BakeSmart - find orders with unpaid deposits or balances
bakesmart.com
WebRun opens BakeSmart to find orders with unpaid deposits or balances. - Open BakeSmart and filter orders to those with a pickup date within the next 7 days
- Identify orders where the deposit has not been recorded or the balance is still outstanding
- Capture the customer name, email, order summary, amount owed, and pickup date for each
Done when Every order with an unpaid deposit or outstanding balance due within 7 days is listed with full details.
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2
Google Sheets - log outstanding amounts
google.com
WebRun opens Google Sheets to log outstanding amounts. - Open the payment chase Google Sheet
- Append or update a row for each flagged order with the customer name, amount owed, pickup date, and reminder status
- Mark any orders already reminded this week to avoid duplicate chasing
Done when The chase sheet is up to date with all outstanding balances.
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3
Gmail - draft payment reminders for review
gmail.com
WebRun opens Gmail to draft payment reminders for review. - Draft a polite, personalised payment reminder for each customer with the amount due and pickup date
- Skip any customers already reminded within the last 48 hours
- Leave every email as a draft for your review. Do not send without approval
Done when A payment reminder draft is waiting in Gmail for each unpaid order not yet reminded this week.
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 reminders to customers without my approval?
No. Every payment reminder is created as a Gmail draft for your review. Nothing is sent until you approve and click send.
What if a customer already paid since the last run?
WebRun reads live payment status from BakeSmart each morning, so customers who have settled their balance are skipped automatically.
How far in advance does it flag unpaid orders?
By default it flags orders with a pickup within 7 days, but you can adjust this window when you set up the workflow to suit your deposit policy.
Related templates
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