Chase missing client documents for you
Every morning, WebRun opens Credit Repair Cloud, finds clients with document requests still outstanding, drafts a friendly text reminder naming exactly what's missing in Twilio, leaves every message unsent for a team member, and posts a Slack list sorted by days waiting.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase clients for missing credit repair documents?
Every morning, WebRun opens Credit Repair Cloud, finds every client with an outstanding document request, and drafts a friendly text in Twilio naming the exact item still needed, whether that's an ID, proof of address, or a bureau letter. Every draft stays unsent, and Slack gets a chase list sorted by days waiting for the team to review.
- Missing documents surface every morning instead of stalling a dispute round for weeks
- Each reminder names the exact item, so clients know precisely what to upload
- Clients who already uploaded are automatically dropped from the chase list
Built for credit repair businesses · credit repair case managers · credit repair agencies
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.creditrepaircloud.comin a real browser with your saved login - no setup, no API keys. -
1
Credit Repair Cloud - find outstanding document requests
creditrepaircloud.com How to Automate Credit Repair Cloud
WebRun opens Credit Repair Cloud to find outstanding document requests. - Open Credit Repair Cloud and filter clients to those with an open document request
- Capture the specific item requested: ID, proof of address, or a bureau letter, and the days waiting
- Skip anyone already reminded in the last two days
Done when Every client with an outstanding document request has been listed with the missing item and days waiting.
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2
Twilio - draft a text reminder
twilio.com How to Automate Twilio
WebRun opens Twilio to draft a text reminder. - Draft a short, friendly text naming the exact document still needed for each client
- Include a link to their Credit Repair Cloud client portal upload page
- Save every message as a draft. Do not send any text automatically
Done when A text reminder draft is ready in Twilio for every client with a missing document.
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3
Slack - list who's still missing items
slack.com How to Automate Slack
WebRun opens Slack to list who's still missing items. - Post the team a list of clients still missing documents, sorted by days waiting
- Note which client's file is blocked from starting a dispute round because of the missing item
- Flag reminder drafts waiting for review in Twilio
Done when The team has today's missing document list in Slack.
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 text clients without a person checking first?
No. Every reminder is drafted in Twilio and left unsent. A team member reviews and sends it, so no client gets a text without approval first.
How does it know what document is missing?
It reads the open document request directly from each client's Credit Repair Cloud file, so the reminder names the exact item still needed, not a generic nudge.
Will it pester a client who just uploaded?
No. WebRun checks the live request status in Credit Repair Cloud each morning, so anyone who already uploaded is dropped from that day's list.
Related templates
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