Automated PermitFlow Fee Payment Reminders
Every Monday, WebRun opens PermitFlow, finds every permit with a plan review, issuance, or reinspection fee outstanding, logs the amount and due date to a Google Sheets tracker, drafts a polite payment reminder email to each client in Gmail for you to review, and posts a Slack digest of who still owes what.
How do I track and follow up on outstanding permit fees?
WebRun checks PermitFlow every Monday for permit fees still outstanding, logs each amount and due date to a Google Sheets tracker, and drafts a polite payment reminder email per client in Gmail for your review before it sends. It also posts a Slack digest flagging which unpaid fees are actively blocking a permit, so nothing stalls over an invoice nobody noticed.
- Outstanding fees that are blocking a permit surface every Monday, not after a delay
- Every client gets a drafted reminder ready to send without writing it from scratch
- Paid balances clear off the tracker automatically
Built for permit expediters · permit expediting firms · construction accounts receivable teams · general contractors
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
app.permitflow.comin a real browser with your saved login - no setup, no API keys. -
1
PermitFlow - find permits with fees outstanding
permitflow.com
WebRun opens PermitFlow to find permits with fees outstanding. - Open PermitFlow and filter permits to those with an unpaid plan review, issuance, or reinspection fee
- Capture the project, client, fee type, amount, and days outstanding
- Flag any permit where the unpaid fee is blocking the next stage
Done when Every outstanding fee is listed with its amount and blocking status.
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2
Google Sheets - log the fee tracker
google.com
WebRun opens Google Sheets to log the fee tracker. - Open the fee tracker sheet
- Update or add a row for each outstanding fee with amount, due date, and days outstanding
- Mark rows where the fee is blocking issuance or inspection
Done when The fee tracker reflects every outstanding balance as of this Monday.
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3
Gmail - draft a payment reminder to the client
gmail.com
WebRun opens Gmail to draft a payment reminder to the client. - Draft a polite payment reminder for each client with an outstanding fee, naming the project and amount
- Save each as a Gmail draft. Leave it unsent for your review
- Do not send automatically, even for small balances
Done when Every outstanding fee has a drafted reminder waiting for your approval.
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4
Slack - post the outstanding balances digest
slack.com
WebRun opens Slack to post the outstanding balances digest. - Post a digest of outstanding fees, largest or most overdue first
- Flag any balance that's currently blocking a permit from moving forward
Done when The team has this week's fee digest with blocking issues flagged.
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 clients for payment without approval?
No. Every reminder is saved as a Gmail draft, never sent automatically. Asking a client for money is a step you approve every time, regardless of the balance.
How does it know a fee is blocking a permit?
It reads PermitFlow's fee status against the permit stage, so a plan review fee holding up issuance, or a reinspection fee holding up scheduling, gets flagged in the Slack digest.
What if a client already paid?
It reads the live fee status in PermitFlow each Monday, so a balance cleared during the week is skipped on the next run and dropped from the tracker.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.