Turn customer product cancellations into ready refund requests
Every morning, WebRun reviews new product cancellation requests, pulls each original eContract, price, and mileage from MenuMetric, calculates the pro rata refund owed, drafts a provider cancellation request in Gmail and leaves it unsent for review, and logs every open refund to Google Sheets.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically process F&I product cancellation and refund requests?
WebRun reviews new product cancellation requests each morning, pulls the original contract and mileage from MenuMetric, and estimates the pro rata refund owed. It drafts the provider cancellation request in Gmail for review, leaves it unsent, and logs every open refund to Google Sheets, so cancellations are filed accurately and no refund is forgotten.
- Cancellation requests get a drafted provider request the morning they come in
- No provider request or customer contact goes out unreviewed because each is left as a draft
- Every open refund is tracked to completion so customers are not left waiting
Built for F&I managers · dealership office managers · customer care staff · F&I administrators
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.menumetric.comin a real browser with your saved login - no setup, no API keys. -
1
MenuMetric - pull the contract and figure the refund
menumetric.com How to Automate MenuMetric
WebRun opens MenuMetric to pull the contract and figure the refund. - Open MenuMetric and pull the original contract for each customer cancellation request
- Capture the product, provider, sold price, contract term, and start date
- Read the current mileage or elapsed term to work out the unused portion
- Calculate the estimated pro rata refund owed to the customer and the dealer chargeback
Done when Every cancellation request has its contract, refund estimate, and provider identified.
-
2
Gmail - draft the provider cancellation request
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the provider cancellation request. - Draft a cancellation request email to the product provider with the contract number, cancel date, and mileage
- Include the customer and vehicle details the provider needs to process the refund
- Leave the email as an unsent draft for the F&I office to review and send
- Never send the provider request or contact the customer without a person approving it
Done when A provider cancellation request is drafted and left unsent for each request.
-
3
Google Sheets - log the open refund
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the open refund. - Open the Product Cancellations sheet
- Log a row per cancellation with product, provider, refund estimate, and request date
- Mark each as awaiting provider, refunded, or chargeback posted as it progresses
- Flag any cancellation with no provider response after the usual turnaround
Done when Every open cancellation is tracked with its refund estimate and current status.
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 cancellation to the provider or the customer without me?
No. WebRun drafts the provider cancellation request in Gmail and leaves it unsent for your F&I office to review and send. It never emails the provider or the customer on its own.
How is the refund amount calculated?
It reads the original contract price, term, and start date in MenuMetric and the current mileage or elapsed term, then estimates the pro rata refund owed and the dealer chargeback for review.
Can it track the refund until the money comes back?
Yes. Each cancellation stays in the Google Sheet marked awaiting provider, refunded, or chargeback posted, and it flags any with no provider response past the usual turnaround.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.