Automated Markate Deposit Collection Reminders
Every morning, WebRun opens Markate, finds accepted estimates where a deposit has not yet been recorded, drafts a polite payment reminder for each customer in Gmail, and logs the outstanding deposit list to Airtable. No message is sent until you approve it.
How do I automatically remind window treatment customers to pay their deposit?
WebRun opens Markate every morning, finds accepted window treatment estimates with no deposit recorded, and drafts a polite payment reminder in Gmail for each customer. Every draft is held for your review before sending, and outstanding deposits are logged in Airtable so nothing slips through before the product order is placed.
- No accepted estimate sits unpaid for days before you notice
- Every deposit reminder reviewed before it reaches the customer
- Outstanding deposits tracked in Airtable with days since acceptance
Built for window treatment installers · blinds and shades businesses · home improvement contractors
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.markate.comin a real browser with your saved login - no setup, no API keys. -
1
Markate - find accepted estimates with no deposit
markate.com
WebRun opens Markate to find accepted estimates with no deposit. - Open Markate and filter estimates by status Accepted
- Identify any accepted estimate where no deposit payment has been recorded
- Capture the customer name, estimate total, deposit amount due, and contact email
Done when All accepted estimates with outstanding deposits are listed with customer contact details.
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2
Gmail - draft deposit reminder for each customer
gmail.com
WebRun opens Gmail to draft deposit reminder for each customer. - Draft a polite, on-brand deposit request email for each customer, referencing the accepted estimate and the amount due
- Save each draft unsent in Gmail for your review before it reaches the customer
Done when A review-ready deposit reminder draft exists in Gmail for every outstanding deposit.
-
3
Airtable - log outstanding deposits for tracking
airtable.com
WebRun opens Airtable to log outstanding deposits for tracking. - Add or update a record in the deposit tracker for each outstanding estimate
- Include the customer name, estimate total, deposit amount, days since acceptance, and reminder status
Done when The Airtable deposit tracker is current with every outstanding deposit and its draft status.
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 deposit request to the customer on its own?
No. Every reminder is saved as a Gmail draft for your review. You approve each message before it is sent, so no customer receives a payment request without your confirmation.
What if a deposit has already been paid but not recorded in Markate?
WebRun reads the payment status in Markate each run. If a deposit is not recorded there, the reminder will be drafted. Keeping Markate payment records current ensures only genuinely outstanding deposits are flagged.
Can I set a different deposit amount per job?
Yes. WebRun pulls the deposit figure from the estimate details in Markate, so each reminder reflects the correct amount for that specific job.
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