Automated TrueAccord Daily Recovery Report
Every evening, WebRun opens TrueAccord, pulls today's collection activity including payments received, accounts resolved, total amount collected, and outreach attempts, appends the figures to a Google Sheets daily log, and posts a concise summary to your team's Slack channel before the close of business.
How do I automatically get a daily TrueAccord recovery report in Slack?
WebRun opens TrueAccord every evening, pulls today's collection activity including payments received, accounts resolved, total collected, and outreach sent, and appends the figures to a Google Sheets log. It then posts a concise daily recovery summary to your Slack channel so every team member ends the day with the same clear picture.
- Team gets a daily recovery summary in Slack every evening without manual reporting
- Running Google Sheets log enables trend analysis over time
- Today's performance compared to prior day at a glance
Built for debt collection agencies · collections team managers · portfolio managers · accounts receivable supervisors
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.trueaccord.comin a real browser with your saved login - no setup, no API keys. -
1
TrueAccord - pull today's collection activity
trueaccord.com
WebRun opens TrueAccord to pull today's collection activity. - Open TrueAccord and navigate to the daily activity or reporting view
- Pull total payments received today, number of accounts resolved, total dollar amount collected, and outreach messages sent
- Note any portfolio or client breakdowns if available in TrueAccord's reporting view
Done when Today's collection activity metrics are captured with portfolio-level breakdowns where available.
-
2
Google Sheets - append daily figures to rolling log
google.com
WebRun opens Google Sheets to append daily figures to rolling log. - Open the daily recovery log sheet
- Append a new row for today's date with payments, resolved accounts, collected amount, and outreach count
- Calculate the day's recovery rate as collected divided by placed balance for the period
Done when Today's figures are appended to the rolling log with the daily recovery rate calculated.
-
3
Slack - post end-of-day recovery summary to team
slack.com
WebRun opens Slack to post end-of-day recovery summary to team. - Post an end-of-day summary to the collections team channel with today's key numbers: payments received, accounts resolved, amount collected, and outreach sent
- Compare today's collected amount to the prior day to show direction
- Include a link to the Google Sheets daily log for the full history
Done when The collections team has today's recovery summary in Slack before end of business.
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 the report include any consumer personal data?
No. The daily report contains only aggregate metrics: total payments, resolved account counts, collected amounts, and outreach volumes. No debtor names, account numbers, or personal details are posted to Slack.
Can it break down results by collector or portfolio?
Yes. If TrueAccord's reporting view shows collector or portfolio breakdowns, WebRun captures each segment and includes them as separate rows in Google Sheets and as a summary section in the Slack post.
What if the TrueAccord reporting view takes a while to finalize today's data?
WebRun runs at 6 PM by default, giving TrueAccord time to close the day's transactions. You can shift the run time to 7 PM or later in the schedule settings if your portfolio processes transactions later in the evening.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.