Automated Lightspeed Vendor PO Follow-Up Drafts
Every Monday, WebRun opens Lightspeed Retail, finds purchase orders that are past their expected delivery date and still show as open, then drafts a polite follow-up email to each vendor in Gmail for your buyer to review before sending.
How do I automatically follow up on overdue purchase orders in Lightspeed?
WebRun checks Lightspeed Retail every Monday for purchase orders that are past their expected delivery date, then drafts a professional follow-up email to each vendor in Gmail referencing the PO number and outstanding items. Every draft waits for your buyer to review and approve before anything is sent to a supplier.
- Overdue vendor POs are chased every Monday without manual tracking
- Buyers start the week with ready-to-send follow-up drafts in Gmail
- Partial deliveries are tracked and referenced accurately in each draft
Built for retail buyers · store owners · retail operations managers · boutique retailers
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
retail.lightspeedhq.comin a real browser with your saved login - no setup, no API keys. -
1
Lightspeed - find overdue open purchase orders
lightspeedhq.com
WebRun opens Lightspeed to find overdue open purchase orders. - Open Lightspeed Retail and navigate to Purchase Orders
- Filter for orders with status Open and expected delivery date in the past
- Capture the PO number, vendor name, vendor email, ordered items, quantities, and days overdue for each
- Sort by days overdue descending so the most delayed orders are addressed first
Done when Every overdue open PO is listed with vendor details and days since expected delivery.
-
2
Gmail - draft follow-up emails for buyer review
gmail.com
WebRun opens Gmail to draft follow-up emails for buyer review. - Draft a polite, professional follow-up email for each overdue PO referencing the PO number and ordered items
- Include the original expected delivery date and ask for a revised ETA
- Save each email as a draft in Gmail for your buyer to review before sending
- Never send the email automatically: leave all drafts for human approval
Done when A follow-up draft is saved in Gmail for every overdue purchase order. No emails are sent until approved.
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 emails to vendors without my approval?
No. WebRun saves every follow-up as a Gmail draft for your buyer to review first. No email goes to a vendor until a human reads it and clicks Send, so your vendor relationships stay in your hands.
How does it find the vendor email address?
It reads the vendor contact details stored on the purchase order in Lightspeed. If a vendor email is missing, WebRun flags that PO separately so you can add the contact before sending.
Can it handle POs with partial deliveries?
Yes. If a PO shows a partial receive in Lightspeed, WebRun notes which line items are still outstanding and references only those in the follow-up draft, so the vendor knows exactly what is missing.
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