Automated Freight Factoring Invoice Follow-Up
Every morning, WebRun opens OTR Solutions, pulls every factored invoice past its expected payment date, drafts a broker collections follow-up for each one, and posts your AR team a prioritized Slack digest of who owes what and for how long.
How do I automatically track and chase overdue freight factoring invoices?
WebRun opens OTR Solutions every morning, pulls every factored invoice past its payment window, and drafts a broker follow-up in Gmail for your AR team to review before sending. It then posts a ranked Slack digest of who owes what, sorted by days outstanding, so your team can act on the highest-risk invoices first.
- No overdue factored invoice sits unworked past 7 days
- AR team opens Slack each morning to a ranked action list
- Collections emails are reviewed by a human before reaching any broker
Built for trucking carriers · owner-operators · freight factoring clients · AR teams at trucking companies
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
client.otrsolutions.comin a real browser with your saved login - no setup, no API keys. -
1
OTR Solutions - pull overdue factored invoices
otrsolutions.com
WebRun opens OTR Solutions to pull overdue factored invoices. - Open the OTR Solutions client portal and navigate to Accounts Receivable
- Filter invoices to those past expected payment date by 7 or more days
- Record the broker name, invoice number, load amount, and days outstanding for each
- Sort the list from oldest to newest
Done when Every overdue factored invoice is listed with broker, amount, and days outstanding.
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2
Gmail - draft broker follow-up emails
gmail.com
WebRun opens Gmail to draft broker follow-up emails. - Draft a polite but firm collections follow-up for each overdue broker
- Include the invoice number, original load date, and amount due
- Leave each email as a draft in Gmail for your AR team to review before sending
- Do not send any email automatically
Done when A ready-to-review draft follow-up email exists in Gmail for every overdue invoice.
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3
Slack - post AR digest to team
slack.com
WebRun opens Slack to post AR digest to team. - Post a ranked digest to your AR Slack channel listing each overdue broker and amount
- Flag invoices past 30 days with a priority marker
- Include a count of total overdue value for the day
Done when Your AR team has today's overdue invoice list in Slack with follow-up drafts ready in Gmail.
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 broker follow-up emails on its own?
No. Every collections email is drafted in Gmail and left unsent for your AR team to review and approve. Nothing goes to a broker without a human sign-off.
Does it handle invoices OTR Solutions is already collecting on?
Yes. It reads the live AR status in OTR Solutions each morning, so invoices already in active collections or paid are skipped automatically.
How does it decide which invoices to prioritize?
It sorts by days outstanding, oldest first, and flags any invoice past 30 days so your team can escalate those before they hit the non-recourse claim window.
Related templates
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