Automated Khatabook Overdue Customer Follow-Ups
Every Monday, WebRun opens Khatabook, finds every customer whose udhaar has been overdue for more than 30 days, drafts a firmer SMS follow up naming the balance and days overdue, leaves each one as a draft for you to approve and send through Twilio, and emails you the full list ranked by days overdue.
How do I follow up with customers whose udhaar is long overdue?
WebRun scans Khatabook every Monday for customers whose udhaar has been overdue more than 30 days, drafts a firmer SMS follow up through Twilio naming the balance and days overdue, and leaves every message unsent for your approval. It emails you the full escalation list ranked by balance, so the customers most overdue get your attention first.
- Customers overdue more than 30 days get a firmer nudge before you write off the balance
- Every SMS is drafted and reviewed by you first, never sent blind
- Recently contacted customers are skipped so nobody gets chased twice in a week
Built for kirana store owners · wholesale traders · small retailers · credit heavy businesses
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
khatabook.comin a real browser with your saved login - no setup, no API keys. -
1
Khatabook - find udhaar overdue 30 plus days
khatabook.com
WebRun opens Khatabook to find udhaar overdue 30 plus days. - Open Khatabook and filter customer ledgers to udhaar overdue more than 30 days
- Capture the customer's name, phone number, balance, and days overdue
- Exclude anyone already contacted through this workflow in the last 7 days
Done when Every customer overdue more than 30 days is listed with their details.
-
2
Twilio - draft a firmer SMS follow up
twilio.com
WebRun opens Twilio to draft a firmer SMS follow up. - Draft a firmer, still respectful SMS naming the balance and days overdue
- Leave every message unsent as a draft queued for your review
- Never send an SMS on its own. Wait for your approval each time
Done when A draft follow up SMS is ready for every overdue customer, none sent yet.
-
3
Gmail - email you the escalation list
gmail.com
WebRun opens Gmail to email you the escalation list. - Rank the overdue customers by balance and days overdue
- Email you the full list with a link to review and approve the drafted SMS messages
Done when You have this week's overdue escalation list in your inbox.
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 text overdue customers without my approval?
No. Every follow up SMS is drafted through Twilio and left unsent. You review and approve each one before anything reaches a customer.
Why 30 days instead of a shorter window?
Shorter overdue reminders are already handled by the daily udhaar reminder workflow. This one only catches the customers that workflow did not fix, at 30 plus days.
Does it contact the same customer every week?
No. Anyone contacted through this workflow in the last 7 days is skipped, so customers are not chased on repeat before you have had a chance to follow up.
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