Automated Guru Milestone Invoice Chasing
Every Monday, WebRun opens Guru, goes through your active agreements, finds the milestones marked complete that were never invoiced, prepares an invoice draft for each without sending it, logs the client and amount to Airtable, and messages you the uninvoiced total on WhatsApp.
How do I make sure every completed milestone actually gets invoiced?
WebRun reviews your Guru agreements every Monday and finds milestones marked complete that were never invoiced. It logs each one to Airtable with the client, the amount, and how long ago the work finished, drafts the invoice for you to send, and messages the total to your WhatsApp.
- Work delivered weeks ago actually turns into money
- The uninvoiced total is in front of you every Monday
- Every invoice waits unsent until you approve the amount
Built for freelancers · contractors · small agencies · independent consultants
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
www.guru.comin a real browser with your saved login - no setup, no API keys. -
1
Guru - find uninvoiced milestones
guru.com
WebRun opens Guru to find uninvoiced milestones. - Open Guru and list your active agreements and jobs
- Find milestones marked complete with no invoice raised against them
- Note the client, the milestone amount, and the date the work finished
- Prepare the invoice draft against each agreement and leave it unsent for you to review
Done when Every completed milestone with no invoice has a prepared, unsent draft.
-
2
Airtable - log the client and amount
airtable.com
WebRun opens Airtable to log the client and amount. - Add a row per uninvoiced milestone with the client, amount, and completion date
- Show how many days the work has been finished and unbilled
- Close rows once the invoice has been sent and paid through SafePay
Done when Airtable holds every uninvoiced milestone with its age and amount.
-
3
WhatsApp - message you the total
whatsapp.com
WebRun opens WhatsApp to message you the total. - Message your own number with the total sitting uninvoiced this week
- Name the oldest milestone and the largest one
- Message only yourself. WebRun never contacts the client
Done when You have this week's uninvoiced total on WhatsApp.
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 invoices to my clients?
No. WebRun prepares each invoice and leaves it unsent in Guru. Billing a client is irreversible, so you check the amount and the milestone, then send it yourself.
Does it message my clients about payment?
No. The only message it sends is to your own WhatsApp with the uninvoiced total. Clients are never contacted, chased, or copied in.
What if the milestone was already invoiced?
It is skipped. WebRun reads the live agreement in Guru each Monday, so any milestone with an invoice already raised never appears on the list.
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