Deliver monthly lease statements to lessees without the manual work
On the first business day of each month, WebRun opens Odessa and compiles each lessee's billing statement for the period, drafts a personalised statement email in Gmail for each account, and records the delivery status in a Google Sheets log so your billing team can review and approve each statement before it goes out.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically prepare monthly lease statements for lessee delivery?
WebRun opens Odessa on the first business day of each month and compiles every lessee's billing statement for the period. It drafts a personalised statement email in Gmail for each account and logs every draft in a Google Sheets delivery tracker. No statement is sent until the billing team reviews and approves it.
- Every lessee statement is drafted and ready for review on the first business day of the month
- Billing team saves hours of manual email composition each month
- A Google Sheets log tracks which statements have been reviewed and sent
Built for equipment finance billing teams · lease administrators · accounts receivable teams · commercial lenders
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.odessainc.comin a real browser with your saved login - no setup, no API keys. -
1
Odessa - compile lessee billing statements
odessainc.com How to Automate Odessa
WebRun opens Odessa to compile lessee billing statements. - Open Odessa and navigate to the billing module for the current period
- For each active lease contract, capture the lessee name, email, invoice number, amount due, due date, and payment instructions
- Note any accounts with a credit balance or special arrangement that need a custom message
Done when Every active lessee's billing details for the month are captured.
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2
Gmail - draft personalised statement emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft personalised statement emails. - For each lessee, open Gmail and compose a draft statement email with the invoice number, amount due, and due date
- Include payment instructions in the email body
- Leave every draft unsent for the billing team to review before any statement reaches a lessee
Done when A draft statement email exists in Gmail for every active lessee.
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3
Google Sheets - log delivery status per account
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log delivery status per account. - Open the statement delivery log Google Sheet
- Add a row for each lessee with invoice number, amount, draft creation date, and status set to 'Pending review'
- Update the row to 'Sent' once the team approves and sends the draft
Done when The Google Sheet shows a pending-review row for every lessee statement drafted this cycle.
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 statements to lessees without our billing team reviewing them?
No. Every statement email is left as a Gmail draft. The billing team must open each draft and send it manually, so nothing reaches a lessee without human approval.
What if a lessee's email address changed since last month?
WebRun reads the contact details from Odessa at the time of each run, so it uses the most current email address on file.
Can it handle accounts with multiple invoices in a single month?
Yes. If a contract has more than one invoice for the period, each invoice is listed separately in the statement email so the lessee can see every charge clearly.
Related templates
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