Aplos Automated Pledge Payment Chaser
Every Monday, WebRun opens Aplos, finds all pledges and accounts-receivable invoices past their due date, drafts a polite follow-up message for each donor or vendor, and posts your finance team a Slack summary of who is outstanding so reminders can be reviewed and sent.
How do I automatically chase overdue pledge payments for my nonprofit?
WebRun opens Aplos every Monday, finds all pledges and accounts-receivable invoices past their due date, and drafts a polite follow-up in Gmail for each donor or vendor. Your finance team reviews and approves every message before it is sent, so no reminder leaves without human sign-off. A ranked Slack summary shows who is outstanding.
- Every overdue pledge is flagged and drafted for follow-up within hours, not days
- Finance team reviews all reminders before any message reaches a donor
- No manual Aplos exports needed to build the weekly chase list
Built for nonprofit finance teams · church treasurers · nonprofit executive directors · fund accounting staff
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
app.aplos.comin a real browser with your saved login - no setup, no API keys. -
1
Aplos - find overdue pledges and invoices
aplos.com
WebRun opens Aplos to find overdue pledges and invoices. - Open Aplos and navigate to the Giving and Accounts Receivable sections
- Filter pledges to those past their scheduled payment date
- Capture donor name, fund, pledge amount, and days overdue for each
- Also pull any vendor invoices in accounts payable that are past due
- Skip any already contacted in the last seven days
Done when Every overdue pledge and invoice is listed with its amount, fund, and days outstanding.
-
2
Gmail - draft polite follow-up messages
gmail.com
WebRun opens Gmail to draft polite follow-up messages. - Draft a short, polite reminder for each overdue donor referencing the fund and pledge amount
- Draft a separate vendor payment inquiry for each overdue invoice
- Leave all drafts unsent in Gmail for finance-team review and approval
- Never send any message automatically
Done when A draft reminder exists in Gmail for every overdue pledge and invoice, ready for human review.
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3
Slack - post outstanding balance summary
slack.com
WebRun opens Slack to post outstanding balance summary. - Post a ranked list to the finance Slack channel showing donor, fund, amount, and days overdue
- Flag the largest or oldest balances at the top
- Include a note that Gmail drafts are ready for review
Done when Finance team has this week's chase list in Slack with a link to the Gmail 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 reminder emails to donors automatically?
No. WebRun drafts every message in Gmail and leaves it unsent for your finance team to review and approve before anything goes out to a donor or vendor.
How does it know which pledges are overdue?
It reads live pledge schedules and accounts-receivable records directly from Aplos each Monday, so the list reflects the current status without any manual exports.
What if a donor already paid but the payment is still processing?
It reads the live balance in Aplos each run, so pledges with a recorded payment are skipped automatically. Confirm the payment is entered in Aplos before the Monday run.
Related templates
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