Automated Merchant Document Collection Chaser
Every morning, WebRun opens IRIS CRM, scans applications in progress for missing documents (voided checks, IDs, bank statements, or signed MPAs), drafts a chaser email for each merchant, and logs every outstanding item in a Google Sheet. The chasers wait as Gmail drafts for your team to approve and send.
How do I automatically chase merchants for missing onboarding documents?
WebRun scans IRIS CRM every morning for merchant applications with missing documents, drafts a personalized chaser email in Gmail for each one, and logs every outstanding item in Google Sheets. All emails are held as drafts for your team to approve, keeping the pipeline moving without sending anything unreviewed.
- Stalled applications are chased every morning without manual review
- Every outstanding document is logged by merchant and age in Google Sheets
- No chaser goes out without a human reviewing it first
Built for payment ISOs · merchant onboarding teams · ISO back-office · merchant services agents
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
iriscrm.comin a real browser with your saved login - no setup, no API keys. -
1
IRIS CRM - find applications with missing documents
iriscrm.com
WebRun opens IRIS CRM to find applications with missing documents. - Open IRIS CRM and filter merchant applications to In Progress or Pending Documents status
- For each application, check which required documents are missing (voided check, government ID, bank statements, signed MPA)
- Note the merchant name, contact email, assigned agent, and how many days the application has been open
Done when Every application with missing documents is listed with the specific missing items.
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2
Gmail - draft chaser emails for each merchant
gmail.com
WebRun opens Gmail to draft chaser emails for each merchant. - Draft a polite chaser email for each merchant listing only the documents still missing
- Personalize the subject line with the merchant's DBA name
- Save every chaser as a Gmail draft for your team to review before sending
Done when A draft chaser email is ready in Gmail for each application with outstanding documents.
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3
Google Sheets - log outstanding documents by application
google.com
WebRun opens Google Sheets to log outstanding documents by application. - Open the document-tracking Google Sheet and add a row for each outstanding application
- Record the merchant name, missing documents, assigned agent, days open, and today's date
- Mark any application that has been open more than seven days with a highlight for escalation
Done when The Google Sheet has an up-to-date row for every application missing documents.
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 email merchants without my review?
No. Every chaser is saved as a Gmail draft. Your team reviews and sends each one, so no merchant receives an email without a human approving it first.
How does it know which documents are required?
It checks the document checklist in IRIS CRM against each application's attached files and flags any required item that has not been uploaded.
What if the merchant already sent the documents?
It reads the live application status in IRIS CRM each morning, so any documents uploaded since the last run are recognized and those merchants are skipped.
Related templates
Put this on autopilot.
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