Send milestone invoice reminders without the awkward follow-up
Every Monday, WebRun opens Houzz Pro, identifies milestone invoices that are coming due or already overdue, drafts a polite payment reminder for each client, and posts you a Slack summary of outstanding balances so you always get paid on schedule without an awkward conversation.
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How do I automatically send milestone invoice reminders to interior design clients?
WebRun checks Houzz Pro every Monday for milestone invoices that are coming due or already overdue. It drafts a polite, project-specific payment reminder email for each client in Gmail and posts a Slack chase list sorted by days outstanding, so every invoice gets followed up on time without an awkward personal call.
- Every milestone invoice gets a timely follow-up without a manual chase
- Clients receive professional, project-specific reminders rather than generic payment emails
- Paid invoices are skipped automatically so clients are never double-contacted
Built for interior designers · interior design studios · decorators billing on milestones · design project managers
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
pro.houzz.comin a real browser with your saved login - no setup, no API keys. -
1
Houzz Pro - find milestone invoices due or overdue
houzz.com
WebRun opens Houzz Pro to find milestone invoices due or overdue. - Open Houzz Pro and navigate to the Invoices section
- Filter to invoices that are due within seven days or already past due
- Capture the client name, invoice amount, milestone name, and due date for each
Done when Every milestone invoice due soon or already overdue is listed with its amount and client details.
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2
Gmail - draft payment reminder emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminder emails. - Draft a polite, professional payment reminder email for each client referencing the specific milestone and amount
- For overdue invoices, note the number of days past due in the draft
- Save each email to Gmail Drafts for your review. Do not send without your approval.
Done when A Gmail draft reminder exists for every client with an outstanding or upcoming milestone invoice.
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3
Slack - post weekly outstanding invoice list
slack.com How to Automate Slack
WebRun opens Slack to post weekly outstanding invoice list. - Post a Monday morning Slack summary listing all outstanding milestone invoices with client names, amounts, and due dates
- Sort by days overdue, with the oldest unpaid milestones first
Done when Your Slack channel has this week's invoice chase list sorted by urgency.
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 payment requests to clients on its own?
No. Every payment reminder is saved as a Gmail draft for your review. WebRun never sends a financial request to a client without your explicit approval.
How does it handle different milestone types and amounts?
It reads the invoice details directly from Houzz Pro, so the reminder email always names the correct milestone, amount, and due date regardless of your payment schedule structure.
What if a client already paid before Monday morning?
WebRun reads live invoice status from Houzz Pro on every run. Invoices marked as paid are automatically skipped, so no reminder is drafted for a settled balance.
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