Automated Qoyod Customer Statement Drafts
On the first of every month, WebRun opens Qoyod, pulls each customer's open invoices and running balance, drafts a polite WhatsApp statement message for every customer with a balance, holds each one unsent for your review, and logs who has been sent their statement in Google Sheets.
How do I send monthly account statements to Qoyod customers without doing it by hand?
On the first of every month, WebRun opens Qoyod, pulls every customer's open balance and invoice count, and drafts a polite WhatsApp statement for each one, holding every message for your approval before anything sends. It also logs who has been sent their statement in Google Sheets, so no customer's balance goes unmentioned for a whole quarter.
- Every customer with a balance gets a drafted statement each month instead of an ad hoc one
- Nothing reaches a customer without your review and approval first
- The statement log shows at a glance who still needs to be sent theirs
Built for Qoyod users · B2B SMBs with running accounts · distributors · trading 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
app.qoyod.com/users/sign_inin a real browser with your saved login - no setup, no API keys. -
1
Qoyod - pull each customer's balance
qoyod.com
WebRun opens Qoyod to pull each customer's balance. - Open Qoyod and list every customer with an open balance
- Capture each customer's open invoices, total balance, and oldest invoice date
- Skip any customer whose balance is zero
Done when Every customer with an open balance is listed with their total and oldest invoice date.
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2
WhatsApp - draft the statement message
whatsapp.com
WebRun opens WhatsApp to draft the statement message. - Draft a polite statement message for each customer with their balance and invoice count
- Leave every message unsent in the draft queue for you to review
- Never send a statement to a customer without your approval
Done when A reviewable WhatsApp draft is ready for every customer with a balance. Nothing sends on its own.
-
3
Google Sheets - log who was sent a statement
google.com
WebRun opens Google Sheets to log who was sent a statement. - Open the statement log sheet
- Mark each customer as drafted, sent, or skipped for the month
- Carry over anyone not yet approved to next month's list
Done when The statement log shows this month's status for every customer with a balance.
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 account statements to customers without me?
No, every statement is drafted and held in WhatsApp for your review, so nothing reaches a customer until you approve and send it yourself.
What does the statement message include?
The customer's total open balance, invoice count, and the oldest unpaid invoice date, written as a short, polite message. Give WebRun an example and it will match your tone.
What about a customer who paid earlier in the month?
It reads the live balance in Qoyod each run, so anyone with a zero balance is left off the list entirely.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.