Automated Descartes Missing Invoice Chaser
Every morning, WebRun opens Descartes, identifies entries that are blocked because a commercial invoice has not been received, drafts a polite chase email to each importer or shipper, and posts the draft queue to Slack for a broker to review and approve before any email is sent.
How do I automatically chase importers for missing commercial invoices?
WebRun opens Descartes each morning, finds every entry blocked by a missing commercial invoice, and drafts a chase email to each importer or shipper in Gmail. The drafts are held for broker review. A Slack notification links to the draft queue so the right person can approve and send with no delay.
- Missing invoices are identified and chase emails are ready by 8 AM, not discovered mid-afternoon
- No chase email goes out without broker approval, keeping client communication professional
- Entry delays from missing documents are reduced through consistent daily follow-up
Built for customs brokers · import coordinators · brokerage operations teams · freight forwarders
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
www.descartes.comin a real browser with your saved login - no setup, no API keys. -
1
Descartes - identify entries missing commercial invoices
descartes.com
WebRun opens Descartes to identify entries missing commercial invoices. - Open Descartes and filter the entry workbench to entries flagged as missing required documentation
- Identify entries specifically missing a commercial invoice
- Capture entry number, importer name, contact email, and estimated arrival date for each
Done when All entries missing a commercial invoice are listed with importer contact details.
-
2
Gmail - draft the chase email for each
gmail.com
WebRun opens Gmail to draft the chase email for each. - Draft a polite, professional chase email for each importer or shipper requesting the missing commercial invoice
- Include the entry number, vessel/flight, and ETA in each draft for context
- Save all drafts in Gmail without sending, for broker review
Done when A chase email draft exists in Gmail for every entry missing a commercial invoice.
-
3
Slack - queue drafts for broker review
slack.com
WebRun opens Slack to queue drafts for broker review. - Post a Slack message listing how many drafts are ready for review
- Include a direct link to the Gmail Drafts folder so the broker can open, edit, and send with one click
Done when The responsible broker has been notified in Slack and can review all drafts.
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 the chase emails automatically?
No. WebRun drafts the emails and leaves them in Gmail for your broker to review. No email is sent without a human approving and clicking send.
What does the chase email say?
A short, professional request naming the entry number, vessel or flight, and ETA, asking for the commercial invoice to be provided urgently. Give WebRun a template and it will match your firm's voice.
What if the invoice arrives after the run but before the broker reviews the draft?
The broker sees the live Descartes status when reviewing, so they can discard the draft for any entry that has since been resolved.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.