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Automated SASSIE Shopper Payment Reminders

Every Monday, WebRun opens SASSIE, finds approved shops where payment is on hold because a receipt or reimbursement document is still missing, logs each shopper and the missing item to a Google Sheet for accounting, and drafts a short SMS reminder in Twilio for your team to review and send.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 SASSIE find shops with payment on hold for a missing document
2 Google Sheets log the payment chase list
3 Twilio draft SMS reminders for review
In short

How do I remind mystery shoppers to submit what is holding up their payment?

WebRun checks SASSIE every Monday for approved shops where payment is on hold because a receipt or reimbursement document is missing, logs each shopper and the missing item to a Google Sheet, and drafts a short SMS reminder in Twilio. Staff review and send, so shoppers get paid without chasing accounting themselves.

  • Shoppers stop chasing accounting for payments stuck on paperwork
  • Every payment hold is tracked with the exact missing document
  • No SMS reaches a shopper without staff review

Built for mystery shopping companies · shopper accounting teams · field audit agencies · payroll and AP staff

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens sassieshop.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    SASSIE - find shops with payment on hold for a missing document
    sassieshop.com
    WebRun in SASSIE: find shops with payment on hold for a missing document
    WebRun opens SASSIE to find shops with payment on hold for a missing document.
    • Open SASSIE and filter approved shops to Payment On Hold status
    • Check each for the specific missing item, a receipt, mileage log, or reimbursement form
    • Capture the shopper, shop, amount, and missing document for each

    Done when Every shop with payment blocked by a missing document is identified.

  3. 2
    Google Sheets - log the payment chase list
    google.com
    WebRun in Google Sheets: log the payment chase list
    WebRun opens Google Sheets to log the payment chase list.
    • Open the Payment Hold tracker sheet
    • Add a row per shopper with the amount owed and the specific document still missing
    • Remove a row once the document is uploaded and the hold clears

    Done when The tracker lists every shopper whose payment is on hold and why.

  4. 3
    Twilio - draft SMS reminders for review
    twilio.com
    WebRun in Twilio: draft SMS reminders for review
    WebRun opens Twilio to draft SMS reminders for review.
    • Draft a short SMS to each shopper naming the missing document and the amount it is holding up
    • Queue each message in Twilio without sending it
    • Leave every reminder unsent for staff to review and send. WebRun never texts a shopper on its own

    Done when A reviewed reminder draft is queued for every shopper with a payment on hold.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
sassieshop.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Payment hold list · Google Sheets
OutputWhat each run produces - A Google Sheet payment hold tracker plus queued Twilio SMS drafts naming the missing document.
Drafts
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it text shoppers without anyone reviewing it first?

No. Every reminder is queued as a draft in Twilio. A staff member reviews and sends it, so nothing reaches a shopper automatically.

What counts as a missing document?

A required receipt, mileage log, or reimbursement form that SASSIE shows as outstanding on an otherwise approved shop. The exact item is named in both the tracker and the reminder.

Does it release the payment once the document is submitted?

No. WebRun only flags and reminds. Releasing payment stays a manual step your accounting team completes in SASSIE once the document clears.

Keep going

Related templates

Automated SASSIE Client Results Report Drafts
Every Monday, WebRun pulls the past week's completed and approved shops for each client program from SASSIE, compiles the scores and flagged issues into a Google Sheet, and drafts a summary email in Gmail for your account manager to review and send.
SASSIE›Google Sheets›Gmail
Automated SASSIE Completion Rate Digest
Every night, WebRun tallies each client program's shop completion rate in SASSIE, compares it against the pace needed to hit the target date, and posts a Slack digest so management can see which programs are falling behind before the client does.
SASSIE›Slack
Automated SASSIE Geo Verification Fraud Flags
WebRun checks each submitted shop in SASSIE for GPS coordinates that do not match the shop location or a visit duration that looks implausible, logs anything suspicious to a Google Sheet, and alerts your QA team in Slack to investigate before it reaches a client.
SASSIE›Google Sheets›Slack

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