Automated Solar Financing Document Collection
Every morning, WebRun opens Enerflo, finds projects where financing has been approved but required documents are still outstanding, drafts a clear and friendly document request email for each homeowner, and queues every draft in Gmail for the team to review before sending.
How do I automatically collect financing documents from solar customers?
WebRun opens Enerflo every morning and finds projects where financing is approved but required documents are still missing. It drafts a clear, personalised email for each homeowner listing exactly which items are needed, then queues every draft in Gmail and alerts the team in Slack. Install timelines stay on track without the manual chase.
- Missing documents are identified and a draft request is ready within 24 hours of financing approval
- Homeowners receive a clear itemised list of exactly what is needed, reducing back-and-forth
- Install delays caused by incomplete financing paperwork are caught early
Built for residential solar installers · solar operations teams · solar financing coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
enerflo.comin a real browser with your saved login - no setup, no API keys. -
1
Enerflo - find projects with missing financing documents
enerflo.com
WebRun opens Enerflo to find projects with missing financing documents. - Open Enerflo and filter projects to those with financing approved but a document status showing incomplete or pending
- Identify which specific documents are missing for each project: pay stubs, ID, utility bills, or other items
- Capture the homeowner name, email, and the list of outstanding documents
- Skip any project that was already chased for documents within the last 3 days
Done when Every project with missing financing documents is listed with the specific items needed.
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2
Gmail - draft document collection request
gmail.com
WebRun opens Gmail to draft document collection request. - Draft a friendly email for each homeowner listing exactly which documents are still needed
- Explain why each document is required and give clear instructions on how to submit them
- Leave every draft unsent in Gmail awaiting team approval before it reaches the homeowner
Done when One Gmail draft with the specific document checklist exists for every affected project.
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3
Slack - alert team to review and send
slack.com
WebRun opens Slack to alert team to review and send. - Post a Slack message to the ops channel listing projects waiting on financing documents
- Include the homeowner name, project address, and which documents are missing
- Tag the assigned rep or project manager so they know which drafts to review
Done when The team is notified in Slack and knows which drafts need to be reviewed and sent.
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 contact homeowners directly without our review?
No. Every document request is saved as a Gmail draft and must be approved by a team member before it is sent to the homeowner.
How does it know which documents are missing?
It reads the document status for each project directly in Enerflo and lists only the items that are still marked incomplete or pending.
What if a homeowner has already submitted their documents?
It reads the live document status in Enerflo each morning, so any project where all documents have been received is automatically skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.