Automated Merchant Rate Change Notice Drafts
When a rate change is logged in IRIS CRM, WebRun identifies every merchant on the affected pricing plan, drafts a compliant rate change notice in Gmail for each, and posts a review list to Slack with the total count and target send date so your team can approve and dispatch all notices on schedule.
How do I automatically draft rate change notices for all affected merchants?
WebRun reads the rate change in IRIS CRM, identifies every merchant on the affected pricing plan, drafts a compliant notice in Gmail for each one, and posts a review count with the send deadline to Slack. All notices wait as drafts for your team to approve before reaching any merchant.
- Hundreds of rate change notices drafted in minutes instead of days
- Every notice is personalized with merchant details and reviewed before sending
- The team sees the exact count and deadline in Slack so no notice is missed
Built for payment ISOs · ISO compliance teams · merchant services managers · pricing teams
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 - identify merchants on affected pricing plan
iriscrm.com
WebRun opens IRIS CRM to identify merchants on affected pricing plan. - Open IRIS CRM and navigate to the pricing or rate schedule that is changing
- Filter all merchants currently on that pricing plan and capture their names, contact emails, and assigned agents
- Note the effective date of the rate change to determine the notice delivery deadline
Done when All merchants affected by the rate change are listed with their contact details.
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2
Gmail - draft rate change notice for each merchant
gmail.com
WebRun opens Gmail to draft rate change notice for each merchant. - Draft a compliant rate change notice for each affected merchant, naming the specific rates that are changing and the effective date
- Use your standard rate change notice template as the base and personalize with the merchant's DBA name
- Save every notice as a Gmail draft for team review, clearly labeled with the merchant name and effective date
Done when A draft rate change notice is ready in Gmail for every affected merchant.
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3
Slack - post review checklist with count and send deadline
slack.com
WebRun opens Slack to post review checklist with count and send deadline. - Post a review checklist to the compliance Slack channel listing the total number of notices drafted
- Include the rate change effective date and the deadline for notices to be sent
- Tag the team lead so the review is prioritized
Done when The team has a count of drafted notices and the send deadline 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 rate change notices to merchants automatically?
No. Every notice is saved as a Gmail draft. Your team reviews and sends each one, ensuring compliance with notice requirements before anything reaches a merchant.
How does it know which merchants are affected?
It reads the pricing plan assigned to each merchant in IRIS CRM and matches them against the plan being changed, so only actually affected merchants receive a notice.
Can it handle different notice templates for different processor programs?
Yes. You can set up separate Gmail templates for each processor or pricing program, and WebRun will select the correct template based on the merchant's processor assignment in IRIS CRM.
Related templates
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