Avalara Exemption Certificate Expiry Tracking
Every Monday, WebRun opens Avalara CertCapture, finds certificates expiring within the next 60 days, logs them in a Google Sheet with the customer, certificate type, and expiry date, queues an SMS reminder via Twilio for your review, and posts a Slack digest so the tax team has the full picture.
How do I track and renew expiring exemption certificates automatically?
WebRun scans Avalara CertCapture every Monday for certificates expiring within 60 days, updates a color-coded Google Sheets tracker with urgency tiers, and queues SMS renewal reminders via Twilio for human review. A Slack digest gives the tax team the weekly expiry picture so no certificate lapses unnoticed.
- No exemption certificate lapses without a 60-day advance warning
- Tax team sees urgency-tiered expiry tracker without opening Avalara manually
- Renewal reminders are queued for approval, not sent automatically
Built for B2B wholesalers · manufacturers · tax compliance managers · accounting firms with exempt customers
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.avalara.comin a real browser with your saved login - no setup, no API keys. -
1
Avalara - find certificates expiring within 60 days
avalara.com
WebRun opens Avalara to find certificates expiring within 60 days. - Open Avalara CertCapture and filter for certificates with an expiry date within the next 60 days
- Capture the customer name, certificate type, issuing state, expiry date, and customer contact email or phone
- Note any certificates already in a renewal workflow so they can be skipped
Done when Every expiring certificate is listed with its customer, type, and expiry date.
-
2
Google Sheets - log expiry details and renewal status
google.com
WebRun opens Google Sheets to log expiry details and renewal status. - Open the certificate-expiry tracker spreadsheet
- Append or update a row for each expiring certificate with the expiry date, days remaining, and renewal status
- Highlight rows with fewer than 14 days remaining in red for immediate attention
Done when The expiry tracker is up to date with color-coded urgency for the tax team.
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3
Twilio - queue SMS renewal reminder for review
twilio.com
WebRun opens Twilio to queue SMS renewal reminder for review. - Prepare an SMS renewal reminder for each customer with a certificate expiring in 14 days or fewer
- Draft the message text with the certificate type, expiry date, and a link to submit the renewal
- Queue each SMS for human review. Do not send any SMS without the tax team's explicit approval.
Done when Renewal SMS messages are drafted and queued for review. No message is sent automatically.
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4
Slack - post weekly expiry digest
slack.com
WebRun opens Slack to post weekly expiry digest. - Post a weekly digest to the tax-ops channel with the total count of expiring certificates, grouped by urgency tier (14 days, 30 days, 60 days)
- List any certificates entering the critical 14-day window this week
Done when The team has a weekly certificate-expiry digest in Slack.
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 renewal reminder texts to customers automatically?
No. All SMS reminders are drafted and queued for the tax team to review and approve before any message is sent to a customer.
How far in advance does it start flagging expiring certificates?
It flags certificates expiring within the next 60 days and breaks them into urgency tiers: 60 days, 30 days, and a critical 14-day window highlighted in red.
What happens if a customer already renewed their certificate?
It reads the live certificate status in Avalara CertCapture each Monday, so any customer whose renewal has been uploaded is automatically removed from the expiry list.
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