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Automated Tally Purchase Order Follow-Ups

Every morning, WebRun opens TallyPrime, finds every purchase order still pending delivery past its expected date, drafts a polite follow up message for each vendor by Gmail and WhatsApp, and queues every draft for your review before anything is sent.

Runs on WebRun · Strict Lockdown policy
Every day at 9:00 AM WebRunorchestrates each step
1 Tally Solutions find overdue purchase orders
2 Gmail draft a vendor follow up email
3 WhatsApp draft a quick follow up message
In short

How do I follow up on late purchase order deliveries from Tally?

WebRun checks TallyPrime every morning for purchase orders still pending delivery past their expected date, then drafts a follow up message for each vendor by Gmail and WhatsApp, referencing the order number and outstanding items. Every draft waits in a review queue for your approval, so no follow up reaches a vendor without you signing off first.

  • Every overdue purchase order gets a drafted follow up by morning
  • You approve the exact wording before anything reaches a vendor
  • Orders that already arrived are dropped from the queue automatically

Built for procurement teams · small business owners · warehouse managers · Tally users

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

  2. 1
    Tally Solutions - find overdue purchase orders
    tallysolutions.com
    WebRun in Tally Solutions: find overdue purchase orders
    WebRun opens Tally Solutions to find overdue purchase orders.
    • Open TallyPrime and run the Purchase Order Outstanding report
    • Capture every order still pending delivery past its expected date
    • Note the vendor, order number, items, and days overdue for each

    Done when Every overdue purchase order is listed with vendor, order number, and days overdue.

  3. 2
    Gmail - draft a vendor follow up email
    gmail.com
    WebRun in Gmail: draft a vendor follow up email
    WebRun opens Gmail to draft a vendor follow up email.
    • Draft a polite follow up email per vendor referencing the order number and items still pending
    • Leave every draft unsent in Gmail for your review
    • Put the oldest overdue orders at the top of the queue

    Done when A draft follow up email is ready in Gmail for every vendor with an overdue order.

  4. 3
    WhatsApp - draft a quick follow up message
    whatsapp.com
    WebRun in WhatsApp: draft a quick follow up message
    WebRun opens WhatsApp to draft a quick follow up message.
    • Draft a short follow up message as a faster alternative for vendors you usually message directly
    • Leave every draft unsent for your review before sending
    • Reference the same order number and items as the Gmail draft

    Done when A draft WhatsApp follow up exists for every vendor you contact that way, waiting for your approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
tallysolutions.com
ScheduleRuns automatically on this cadence
Every day at 9:00 AM
DeliveryHow each run's result reaches you
Follow-up drafts · Gmail
OutputWhat each run produces - A reviewed queue of draft vendor follow up messages by Gmail and WhatsApp, one for every purchase order overdue for delivery.
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 it contact my vendors without me?

Never. Every follow up is saved as a draft and waits for your review. Nothing reaches a vendor until you approve and send it yourself.

How does it know an order is overdue?

It compares each purchase order's expected delivery date in TallyPrime against today's date, so only genuinely overdue orders make the follow up queue.

What if the order already arrived?

It reads TallyPrime's live purchase order status each morning, so any order marked received since the last run is dropped from the queue automatically.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.