Automated Revenue Documentation Collection Chaser
Every Monday, WebRun opens Leapfin to identify recognized revenue lines that are missing supporting contracts or order forms, checks DocuSign for any pending signatures, drafts a document-request email in Gmail for each gap, and logs every open item to a Google Sheet for close tracking.
How do I automatically chase missing revenue documentation before month-end close?
WebRun opens Leapfin every Monday to find recognized revenue lines missing supporting documentation, checks DocuSign for pending signatures, and drafts document-request emails in Gmail for each remaining gap. The close manager approves every email before it sends, and all open items are logged to a Google Sheet for tracking.
- No recognized revenue line reaches close without a document request in flight
- Close managers approve every outbound request before it sends
- Documentation gaps are tracked live in a Google Sheet throughout the close cycle
Built for revenue accounting managers · close managers · SaaS finance teams · audit-prep teams
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.leapfin.comin a real browser with your saved login - no setup, no API keys. -
1
Leapfin - find revenue lines missing documents
leapfin.com
WebRun opens Leapfin to find revenue lines missing documents. - Open Leapfin and filter the revenue subledger for lines flagged as missing supporting documentation
- Capture the customer, revenue amount, recognition period, and document type required for each gap
- Note the assigned account owner or sales rep responsible for each contract
Done when Every revenue line with a missing document is listed with its owner and required document type.
-
2
DocuSign - check pending signature status
docusign.com
WebRun opens DocuSign to check pending signature status. - Open DocuSign and search for any envelopes pending signature that match the flagged customers
- Note the envelope status and date sent for each
- Skip customers whose contract is already in a pending-signed state in DocuSign
Done when DocuSign status is confirmed for each flagged customer.
-
3
Gmail - draft document request
gmail.com
WebRun opens Gmail to draft document request. - Draft a document-request email to the responsible account owner or sales rep for each remaining gap
- Include the customer name, revenue amount, and the specific document needed
- Leave every draft unsent for the close manager to review and approve before sending
Done when A draft request email exists in Gmail for every open documentation gap, unsent and ready for review.
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4
Google Sheets - log open documentation gaps
google.com
WebRun opens Google Sheets to log open documentation gaps. - Open the month-end close tracking sheet in Google Sheets
- Log each open documentation gap with customer, amount, owner, document type, and target date
- Update any gaps resolved since last week to Closed
Done when The close tracking sheet reflects the current state of all open documentation gaps.
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 document-request emails without my approval?
No. Every request email is drafted in Gmail and left unsent. The close manager reviews and approves each one before anything goes to a team member or customer.
What types of documents does it check for?
It looks for supporting contracts, signed order forms, and any other document types flagged as required in Leapfin for the revenue line to be fully audit-ready under ASC 606.
How does it know who to contact for each missing document?
It reads the assigned account owner recorded in Leapfin for each revenue line, so the request is directed to the right sales rep or account manager automatically.
Related templates
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