Automated Golf Club Member Statement Drafts
On the first of each month, WebRun opens Club Caddie, pulls the prior month's charges for every active member, compiles a clear statement for each, drafts a delivery email in Gmail, and posts a batch summary to Slack for staff review before any statement is sent.
How do I automatically generate and send monthly member statements for a golf club?
On the first of each month, WebRun opens Club Caddie, collects itemized charges for every active member from the prior month, and drafts a clear statement email in Gmail for each one. Staff review the full batch via a Slack summary and send the statements, so no email leaves without approval.
- Monthly statements are drafted and ready for review on the first of every month
- High-balance accounts are flagged in Slack for priority staff attention
- No member receives a statement until a staff member approves and sends it
Built for golf club billing managers · country club administrators · club finance staff · membership directors
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.clubcaddie.comin a real browser with your saved login - no setup, no API keys. -
1
Club Caddie - pull prior month charges per member
clubcaddie.com
WebRun opens Club Caddie to pull prior month charges per member. - Open Club Caddie and navigate to member accounts
- Filter charges by the prior calendar month for each active member
- Capture itemized charges including dues, pro shop, food and beverage, and any other account activity
- Note the closing balance and any outstanding amount for each member
Done when Every active member has a complete itemized charge list for the prior month.
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2
Gmail - draft statement emails
gmail.com
WebRun opens Gmail to draft statement emails. - Draft a statement email for each member with itemized charges and a closing balance
- Address each member by name and include the statement period clearly
- Save as a Gmail draft so staff can review the batch before any email is sent
Done when One Gmail draft statement exists per active member. No emails have been sent.
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3
Slack - notify staff to review and send
slack.com
WebRun opens Slack to notify staff to review and send. - Post a batch summary to Slack showing how many statement drafts are ready
- Flag any members with an outstanding balance above a threshold for priority review
- Include a link to Gmail Drafts for staff to review and send the batch
Done when Staff have the batch count and outstanding balance flags in Slack, with a link to review 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 statements to members automatically?
No. Every statement email is saved as a Gmail draft. Staff review the full batch and send them manually. No member receives a statement without human approval.
What charges does it include in the statement?
It pulls all charges posted to the member's account in Club Caddie for the prior month, including dues, pro shop purchases, food and beverage, and any other account activity recorded in the system.
What happens if a member has a zero balance?
Members with no activity for the month still receive a draft statement showing zero charges. You can instruct WebRun to skip zero-balance accounts during setup if you prefer.
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