DMSi Agility Automated Overdue Invoice Chaser
Every Monday, WebRun opens DMSi Agility, filters accounts receivable for invoices past their due date, logs each overdue balance in Google Sheets with aging bucket and sales rep, drafts a payment reminder email per contractor in Gmail for AR review, and posts a summary chase list to Slack.
How do I automatically chase overdue contractor invoices from DMSi Agility?
WebRun opens DMSi Agility every Monday, pulls all overdue contractor invoices by aging bucket, logs them in Google Sheets, and drafts a professional payment reminder email per account in Gmail for your AR team to review and send. A Slack summary flags the largest and oldest balances for priority follow-up.
- Overdue balances are reviewed and actioned every Monday without manual AR report pulls
- 90-plus-day accounts are flagged for priority follow-up before they become write-offs
- No payment reminder reaches a contractor without a human AR review
Built for lumber dealers · building materials distributors · AR managers · credit 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
www.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - pull overdue invoices by contractor and aging bucket
dmsi.com
WebRun opens DMSi Agility to pull overdue invoices by contractor and aging bucket. - Open DMSi Agility and navigate to Accounts Receivable aging report
- Filter for all invoices past their due date
- Capture customer name, invoice number, amount, days overdue, and assigned sales rep for each item
- Note the aging bucket: 1-30, 31-60, 61-90, and 90+ days
Done when Every overdue invoice is captured with its aging bucket and rep assignment.
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2
Google Sheets - log chase list with amounts and rep assignment
google.com
WebRun opens Google Sheets to log chase list with amounts and rep assignment. - Append each overdue invoice to the AR chase tracker with customer, amount, days overdue, and aging bucket
- Mark any accounts already on credit hold so the AR team does not send a duplicate reminder
Done when All overdue invoices are logged in the tracker, with credit-hold accounts flagged.
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3
Gmail - draft payment reminder emails for AR review
gmail.com
WebRun opens Gmail to draft payment reminder emails for AR review. - Draft a polite, professional payment reminder email for each contractor with their outstanding invoice details
- Save each draft unsent in Gmail for the AR manager to review and personalize
- Never send any reminder email to a contractor automatically
Done when Draft reminder emails are waiting in Gmail for AR team review and approval.
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4
Slack - post weekly AR chase summary to the team
slack.com
WebRun opens Slack to post weekly AR chase summary to the team. - Post a weekly AR chase summary to the finance Slack channel
- Show total overdue amount, number of accounts, and the largest outstanding balances
- Flag accounts in the 90+ day bucket for priority attention
Done when AR team has the weekly overdue summary and priority flags in Slack.
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 reminders to contractors without my approval?
No. Every reminder email is saved as a draft in Gmail. Your AR manager reviews, personalizes, and sends each one. No communication goes to a contractor automatically.
Does it skip contractors already on credit hold?
Yes. Accounts already on credit hold in DMSi Agility are flagged in the Google Sheets tracker and excluded from the reminder email drafts, so you avoid sending a routine reminder to an account in dispute.
Can it handle contractors with multiple overdue invoices?
Yes. It groups all overdue invoices by contractor and combines them into a single summary reminder draft per account, so the customer gets one clear email listing everything outstanding rather than several separate notes.
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