Automated TrueAccord Broken Promise Worklist
Every morning, WebRun opens TrueAccord, finds accounts where a promise-to-pay was recorded but the payment did not arrive, ranks them by balance and promise age, logs them to Airtable, and posts the worklist to Slack so collectors can prioritize their day.
How do I automatically build a daily broken-promise worklist for debt collectors?
WebRun scans TrueAccord every morning for accounts where a promise-to-pay was not honored, ranks them by balance and promise age, logs each case in Airtable, and posts a prioritized worklist to Slack so your collectors start the day on the highest-value broken promises first.
- Collectors open Slack to a ranked broken-promise list every morning
- Highest-value broken promises are actioned first each day
- Resolved accounts are cleared automatically on the next run
Built for debt collection agencies · collections team supervisors · accounts receivable 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
TrueAccord - find broken promise-to-pay accounts
trueaccord.com
WebRun opens TrueAccord to find broken promise-to-pay accounts. - Open TrueAccord and filter accounts with a promise-to-pay status where payment has not been received by the due date
- Capture account ID, original promise date, expected amount, balance, and days since promise
- Sort by days since promise and outstanding balance to establish priority
Done when All accounts with a broken promise-to-pay are listed with priority details.
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2
Airtable - log and rank the worklist
airtable.com
WebRun opens Airtable to log and rank the worklist. - Open the broken-promise tracker base in Airtable
- Upsert each account record with today's date, promise details, and priority rank
- Mark accounts resolved when subsequent runs show payment received in TrueAccord
Done when Airtable reflects the current broken-promise worklist with priority rankings.
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3
Slack - deliver ranked worklist to collectors
slack.com
WebRun opens Slack to deliver ranked worklist to collectors. - Post the ranked worklist to the collections channel, highest balance and oldest promise first
- Include a link to the Airtable base for full account detail
- Note the total count and aggregate balance to give supervisors a portfolio view
Done when Collectors have a prioritized broken-promise worklist in Slack ready to action.
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 reach out to debtors automatically when a promise breaks?
No. WebRun compiles the worklist for your collectors but does not contact debtors. Any follow-up messaging to consumers is handled inside TrueAccord and requires human review before sending.
How is the worklist prioritized?
Accounts are ranked by outstanding balance first, then by how many days have passed since the broken promise, so collectors focus on the highest-value accounts that have waited the longest.
What happens when a debtor eventually pays?
On the next morning run, WebRun re-reads TrueAccord and removes resolved accounts from the worklist, updating the Airtable record to show the promise was fulfilled.
Related templates
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