Automated OkCredit Daily Dues Digest
Every evening, WebRun checks OkCredit for customers whose credit balance changed today, logs the change to Airtable, and updates a Notion summary of who owes the most.
How do I keep a daily record of OkCredit customer dues?
WebRun checks OkCredit every evening for customer balances that changed that day, logs each change to an Airtable ledger with a date and direction, and updates a Notion summary showing your top 5 outstanding customers and how the total moved. It builds a running internal record of who owes what without messaging any customer directly.
- Outstanding balances are summarized every evening, not just checked ad hoc
- The top 5 customers by amount owed are always visible
- A dated ledger shows how dues moved day by day
Built for shopkeepers · small retailers · wholesalers · local businesses
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
okcredit.inin a real browser with your saved login - no setup, no API keys. -
1
OkCredit - check customer credit balances
okcredit.in
WebRun opens OkCredit to check customer credit balances. - Open OkCredit and check which customer balances changed today
- Note whether each change was a new credit given or a payment received
- Identify the customers with the highest outstanding balance
Done when Every balance change from today is captured.
-
2
Airtable - log today's change to Airtable
airtable.com
WebRun opens Airtable to log today's change to Airtable. - Log each balance change with customer, amount, and direction
- Update the running outstanding total per customer
- Keep a dated history so nothing overwrites yesterday's entry
Done when The Airtable ledger reflects today's balance changes.
-
3
Notion - update the Notion summary
notion.so
WebRun opens Notion to update the Notion summary. - Update the summary page with today's total outstanding across all customers
- List the top 5 customers by amount owed
- Note how the total compares to yesterday
Done when The Notion summary shows today's top outstanding balances.
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
Does it message customers about what they owe?
No. This automation only builds an internal record and summary for you. Reminding a customer is still something you do yourself in OkCredit.
Does it record new credit given as well as payments?
Yes. Every balance change is logged with a direction, so the Airtable ledger shows both new credit given and payments received, not just one side.
Why keep a dated history instead of one running total?
So you can see how outstanding balances moved day by day, not just where they stand right now.
Related templates
Put this on autopilot.
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