Automated TrueAccord Account Placement Onboarding
When a new batch of accounts arrives for placement, WebRun reads the placement data from Google Sheets, checks each row for required fields (account ID, balance, debtor details, placement date), flags any errors, and stages a clean import file for TrueAccord. It then posts a Slack summary of how many accounts are ready and how many need correction before the placement is finalized.
How can I automate new account placement onboarding into TrueAccord?
When a new batch of accounts arrives, WebRun reads the placement file from Google Sheets, validates every row for required fields, flags errors in a separate tab, and stages a clean import in TrueAccord for team review. A Slack summary shows how many accounts are ready and how many need correction before placement is finalized.
- New placements validated and staged in TrueAccord the same day they arrive
- Error accounts flagged and separated before they enter the active queue
- Team confirms placement in minutes instead of hours of manual data entry
Built for debt collection agencies · portfolio managers · collections operations teams · consumer finance companies
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.trueaccord.comin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read and validate new placement data
google.com
WebRun opens Google Sheets to read and validate new placement data. - Open the new placement sheet shared by the client or originator
- Check each row for required fields: account ID, debtor name, balance, placement date, and contact information
- Flag rows with missing or malformed data in a separate error tab
- Output a clean list of validated accounts ready for TrueAccord import
Done when All rows are validated, errors flagged in the sheet, and a clean account list is ready.
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2
TrueAccord - stage clean accounts for import
trueaccord.com
WebRun opens TrueAccord to stage clean accounts for import. - Open TrueAccord and navigate to the account placement or import section
- Stage the validated accounts for review, mapping fields to TrueAccord's expected format
- Leave the import as a pending review for your team to confirm before finalizing the placement
Done when Validated accounts are staged in TrueAccord's import queue, awaiting team confirmation to finalize.
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3
Slack - report placement readiness to the team
slack.com
WebRun opens Slack to report placement readiness to the team. - Post a Slack message to the placement team with the total accounts validated, count of errors, and a link to the Google Sheets error tab
- Confirm the TrueAccord import is staged and ready for team sign-off
- Note any missing required fields that must be resolved before placement can be finalized
Done when Team has a Slack summary of placement readiness with error counts and a link to fix issues.
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 finalize the TrueAccord placement without a human reviewing it first?
No. WebRun stages the accounts in TrueAccord's import queue and leaves the import as pending review. A team member must confirm and finalize the placement, so no accounts enter the active collection workflow without explicit sign-off.
What happens to rows with missing or malformed data?
WebRun flags them in a separate error tab in Google Sheets and excludes them from the TrueAccord import stage. The Slack summary lists the error count and a link to the tab so your team can correct the data and rerun the workflow.
Can it handle large placements with thousands of accounts?
Yes. WebRun processes the Google Sheets row by row in batches, so placement files of any size are handled without timeout. For very large files, the Slack summary reports progress by batch so your team knows where the run stands.
Related templates
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Turn it on in minutes - or have our team set it up for you.