Automated Descartes Client Document Chaser
Every morning, WebRun opens Descartes, identifies entries where required client documents (packing lists, bills of lading, certificates of origin, or other supporting docs) have been requested but not yet received, drafts a polite chase email per client in Gmail, and sends your team a Telegram alert with the count of outstanding requests.
How do I automatically chase clients for missing customs documents?
WebRun opens Descartes each morning and finds every entry where a client document request is still outstanding. It drafts a professional chase email per client in Gmail, naming the specific documents needed, and sends your brokerage team a Telegram summary of the outstanding count. No email reaches a client until a broker reviews and approves each draft.
- Outstanding document requests are chased daily instead of whenever a broker remembers
- Chase emails are professional and reference-specific, reducing back-and-forth with clients
- No client email goes out without broker review, keeping communications accurate and on-brand
Built for customs brokers · import coordinators · brokerage client services teams · logistics operations managers
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
www.descartes.comin a real browser with your saved login - no setup, no API keys. -
1
Descartes - identify outstanding document requests
descartes.com
WebRun opens Descartes to identify outstanding document requests. - Open Descartes and navigate to entries with open document checklist items
- Identify entries where one or more required documents have been requested but remain outstanding
- Capture entry number, client name, client contact email, and the specific documents still needed for each entry
- Note how many days the request has been open to prioritize the most overdue clients
Done when All entries with outstanding document requests are listed with client details and document types needed.
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2
Gmail - draft the client chase emails
gmail.com
WebRun opens Gmail to draft the client chase emails. - Draft a professional follow-up email for each client listing the specific documents still outstanding
- Tailor the subject line to include the entry or shipment reference for easy client identification
- Save all drafts without sending. Broker must review and approve each email before it goes out.
Done when A chase email draft exists in Gmail for every client with an outstanding document request.
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3
Telegram - alert the team with the outstanding count
telegram.org
WebRun opens Telegram to alert the team with the outstanding count. - Send a Telegram message to the brokerage ops channel with the total count of outstanding requests
- List the most overdue requests (open more than 3 days) by client name so they can be prioritized
Done when The brokerage team has a Telegram summary of today's outstanding client document requests.
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 send emails to clients without broker approval?
No. All chase emails are saved as Gmail drafts. A broker must review each draft and click send. Nothing goes to a client automatically.
Which document types does it look for?
It finds any document flagged as outstanding in the Descartes entry checklist, including packing lists, bills of lading, certificates of origin, and any custom document types your team uses.
What if a client sends documents after the run but before the broker reviews the draft?
The broker should check Descartes before sending. If the documents have been received and the checklist item is closed, the draft can be discarded.
Related templates
Put this on autopilot.
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