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For furniture retailers, billing teams & furniture store managers

Collect outstanding balances before delivery day

Every morning, WebRun opens STORIS, finds orders with a balance due that have a delivery date within the next 7 days, drafts a polite balance reminder for each customer, and queues the drafts in Gmail for staff to review and send before the delivery date.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 STORIS find orders with outstanding balances due before delivery
2 Gmail draft balance reminder emails
3 Slack alert staff to drafts needing review
Run a sample
In short

How do I automatically remind furniture customers to pay their balance before delivery?

Each morning, WebRun opens STORIS, finds every order with an outstanding balance and a delivery date within 7 days, and drafts a polite reminder email in Gmail for each customer. Staff get a Slack alert showing which orders need urgent attention, then review and send the drafts before delivery day arrives.

  • Outstanding balances are flagged and drafted for outreach before delivery day
  • Imminent deliveries with unpaid balances are highlighted for urgent action
  • No payment reminder reaches a customer without a staff review

Built for furniture retailers · billing teams · furniture store managers · sales associates

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.storis.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    STORIS - find orders with outstanding balances due before delivery
    storis.com How to Automate STORIS
    WebRun in STORIS: find orders with outstanding balances due before delivery
    WebRun opens STORIS to find orders with outstanding balances due before delivery.
    • Open STORIS and navigate to the Accounts Receivable or Order Balance report
    • Filter to orders with an outstanding balance and a delivery date within the next 7 days
    • Capture the customer name, email, order number, balance due, and scheduled delivery date for each order

    Done when Every order with an outstanding balance due before an upcoming delivery is listed with its details.

  3. 2
    Gmail - draft balance reminder emails
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft balance reminder emails
    WebRun opens Gmail to draft balance reminder emails.
    • Draft a polite, on-brand balance reminder for each customer, naming the order, the amount due, and the delivery date
    • Include a brief note on how the customer can pay, referencing the store's payment methods
    • Save each email as a Gmail draft addressed to the customer but leave it unsent for staff review

    Done when One draft balance reminder per outstanding order is saved in Gmail and ready for staff review.

  4. 3
    Slack - alert staff to drafts needing review
    slack.com How to Automate Slack
    WebRun in Slack: alert staff to drafts needing review
    WebRun opens Slack to alert staff to drafts needing review.
    • Post a daily summary to the billing or operations Slack channel listing each order with an unpaid balance and its delivery date
    • Flag any orders where the delivery date is within 48 hours and the balance is still outstanding

    Done when Staff have a Slack summary of outstanding balances with urgency flags for imminent deliveries.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.storis.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Balance reminders · Gmail
OutputWhat each run produces - One draft balance reminder per order with an outstanding amount due before delivery, queued in Gmail and listed in Slack by urgency.
Draft emails
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send balance reminders to customers without staff review?

No. Every balance reminder is saved as a Gmail draft and flagged in Slack. A staff member reviews and sends each one, so no financial message goes to a customer automatically.

What if a customer already paid after the run started?

The draft is based on the balance in STORIS at the time of the run. Staff should check the live balance in STORIS before sending any draft to avoid reminding a customer who has already paid.

Can it handle both deposit reminders and final balance reminders?

Yes. WebRun reads whatever balance is outstanding in STORIS, whether that is an initial deposit or a final balance, and drafts a reminder appropriate to the amount and timing.

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