Automated Bukku Customer Statement Drafts
On the last day of the month, WebRun opens Bukku, compiles each customer's statement of account listing every outstanding invoice, payment, and running balance, drafts it as a WhatsApp message or an email depending on how that customer is usually contacted, and leaves every draft unsent for you to review and send.
How do I send customer statements of account automatically?
On the last day of the month, WebRun opens Bukku, compiles each customer's outstanding invoices, payments, and running balance into a statement of account, then drafts it as a WhatsApp message or email based on their usual channel. Every draft sits unsent for you to review, so customers get an accurate statement without WebRun contacting them on its own.
- Every customer with a balance gets a drafted statement ready by month end
- Statements go out in the channel each customer actually uses
- Nothing is sent to a customer without your review first
Built for Malaysian SMEs · wholesalers · service businesses · bookkeepers
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.bukku.myin a real browser with your saved login - no setup, no API keys. -
1
Bukku - compile each customer's statement
bukku.my
WebRun opens Bukku to compile each customer's statement. - Open Bukku and pull every customer with an outstanding balance
- List each customer's invoices, payments received, and running balance for the month
- Note each customer's preferred contact channel
Done when Every customer with a balance has a complete statement compiled.
-
2
WhatsApp - draft the statement for WhatsApp customers
whatsapp.com
WebRun opens WhatsApp to draft the statement for WhatsApp customers. - For customers usually contacted over WhatsApp, draft a clear statement message listing invoices, payments, and balance
- Save every message as an unsent draft
- Never send a statement on its own
Done when A WhatsApp statement draft is ready for every WhatsApp customer.
-
3
Gmail - draft the statement for email customers
gmail.com
WebRun opens Gmail to draft the statement for email customers. - For customers usually contacted by email, draft a statement of account email with the same detail
- Save every message as an unsent draft in Gmail
- Leave all sending to you
Done when An email statement draft is ready for every email customer.
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 customers receive their statement automatically?
No. WebRun only drafts each statement in WhatsApp or Gmail and leaves it unsent. You review and send every one yourself, so nothing reaches a customer without your approval.
How does it decide WhatsApp versus email?
It uses the contact channel you have on file for each customer in Bukku, so regular customers get the format they actually read.
What does the statement include?
Every invoice issued, every payment received, and the running balance for the month, pulled straight from that customer's ledger in Bukku.
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