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Automated Commission Payout Statements

At period close, WebRun opens QuotaPath, pulls each rep's finalized earnings and statement, drafts a per-rep payout email in Gmail, and posts finance a summary of totals in Slack so a human can approve every statement before a single email is sent.

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Runs on WebRun · Strict Lockdown policy
On the first business day after period close WebRunorchestrates each step
1 QuotaPath pull finalized earnings
2 Gmail draft per-rep statements
3 Slack summarize totals for approval
In short

How do I draft commission payout statements for approval each period?

At period close, WebRun pulls each rep's finalized earnings and deal breakdown from QuotaPath, drafts a per-rep payout statement email in Gmail, and posts finance a Slack summary of totals by rep. Every statement is left unsent for a human to approve, so payouts go out accurate and reviewed, never automatically.

  • Every rep gets a clear, reviewed statement each period
  • No payout email sends without human approval
  • Finance approves from one Slack summary instead of building statements by hand

Built for sales finance · commission analysts · payroll teams · revenue operations

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.quotapath.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    QuotaPath - pull finalized earnings
    quotapath.com
    WebRun in QuotaPath: pull finalized earnings
    WebRun opens QuotaPath to pull finalized earnings.
    • Open QuotaPath and confirm the period's commissions are finalized
    • Pull each rep's earnings, deals credited, and payout total
    • Note any rep whose statement is still in a draft or held state

    Done when Every rep has a finalized earnings figure and statement detail.

  3. 2
    Gmail - draft per-rep statements
    gmail.com
    WebRun in Gmail: draft per-rep statements
    WebRun opens Gmail to draft per-rep statements.
    • Draft a payout statement email for each rep with their earnings and deal breakdown
    • Keep the tone clear and on-brand
    • Leave every email unsent as a draft for finance to review and send

    Done when A payout statement email is drafted and held for every rep.

  4. 3
    Slack - summarize totals for approval
    slack.com
    WebRun in Slack: summarize totals for approval
    WebRun opens Slack to summarize totals for approval.
    • Post finance a summary of the period's payout totals by rep
    • Show the grand total and flag any held or unusual statement
    • Note that all statement emails are drafted and awaiting approval

    Done when Finance has a payout summary and knows statements await approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.quotapath.com
ScheduleRuns automatically on this cadence
On the first business day after period close
DeliveryHow each run's result reaches you
Payout summary · Slack
OutputWhat each run produces - Drafted per-rep payout statement emails plus a Slack summary of totals by rep and the grand total, all awaiting approval.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will reps get their statement without approval?

No. WebRun drafts each payout email in Gmail and leaves it unsent. Finance reviews the Slack summary and sends the statements, so nothing reaches a rep until a human approves it.

What if commissions are not finalized yet?

WebRun checks the period state in QuotaPath first. If earnings are still draft or held, it flags them in the Slack summary and leaves those statements out rather than drafting a wrong number.

Can it match our statement wording?

Yes. Give WebRun a tone or an example statement and it drafts each rep's email to match your voice, including the earnings and deal breakdown from QuotaPath.

Keep going

Related templates

Automated Closed-Won Deal Intake to QuotaPath
Every morning, WebRun finds new closed-won deals in Salesforce, adds them to QuotaPath with the owner and amount, and posts a short recap in Slack.
Salesforce›QuotaPath›Slack
Automated Comp Plan Signature Reminders
WebRun checks which reps still owe a signed comp plan in DocuSign, drafts a polite reminder to each, and posts finance a list of who has signed and who has not.
QuotaPath›DocuSign›Gmail
Automated Commission Close Deadline Tracking
Each morning, WebRun reads your commission close calendar, checks what is done in QuotaPath, and posts the team the open tasks and days left before close.
QuotaPath›Google Calendar›Slack

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