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Merlin Automated Annual Assessment Reminders

Every Monday during assessment season, WebRun opens Merlin Software, finds owners who have not yet paid this year's annual assessment, generates a Stripe payment link for each outstanding balance, and drafts a reminder email in Gmail with the link included, left unsent for your review before it goes to any owner.

Runs on WebRun · Strict Lockdown policy
Every Monday during assessment season at 8:00 AM WebRunorchestrates each step
1 Merlin Software find unpaid annual assessments
2 Stripe generate a payment link
3 Gmail draft the reminder with the link
In short

How do I remind timeshare owners to pay their annual assessment?

During assessment season, WebRun opens Merlin Software every Monday and finds every owner who has not yet paid this year's annual assessment. It generates a Stripe payment link for each outstanding balance and drafts a reminder email in Gmail carrying that link, left unsent for your review, so owners only get billing correspondence once you approve and send it.

  • Unpaid assessments get a reminder with a working payment link every week of the season
  • Every reminder is drafted and waiting, so your team just reviews and sends
  • No owner is reminded twice in the same week

Built for timeshare resorts · vacation ownership finance teams · resort billing departments

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

  2. 1
    Merlin Software - find unpaid annual assessments
    easymerlin.com
    WebRun in Merlin Software: find unpaid annual assessments
    WebRun opens Merlin Software to find unpaid annual assessments.
    • Open Merlin Software and filter owner accounts to this year's annual assessment
    • Capture owners who have not yet paid, with their balance and unit or week
    • Skip any account already reminded in the last week

    Done when Every unpaid annual assessment is listed with its balance and owner details.

  3. 2
    Stripe - generate a payment link
    stripe.com
    WebRun in Stripe: generate a payment link
    WebRun opens Stripe to generate a payment link.
    • Create a payment link for each owner's outstanding assessment balance
    • Set the link amount to match the exact balance in Merlin Software
    • Confirm each link is active before it is attached to a reminder

    Done when A working payment link exists for every unpaid owner.

  4. 3
    Gmail - draft the reminder with the link
    gmail.com
    WebRun in Gmail: draft the reminder with the link
    WebRun opens Gmail to draft the reminder with the link.
    • Draft a reminder email for each owner naming the assessment amount, due date, and the Stripe payment link
    • Match the tone to your usual owner correspondence
    • Save every message as a draft and leave it unsent for you to review

    Done when A payment reminder draft with a working link sits ready in Gmail for every unpaid owner.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
easymerlin.com
ScheduleRuns automatically on this cadence
Every Monday during assessment season at 8:00 AM
DeliveryHow each run's result reaches you
Reminder drafts · Gmail
OutputWhat each run produces - Reminder drafts in Gmail with a working Stripe payment link for every owner who has not yet paid this year's annual assessment.
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 charge an owner's card on its own?

No. WebRun only creates a payment link and drafts the reminder that carries it. The owner has to click the link and enter payment themselves, so nothing is charged without the owner's own action.

Will it email owners without me approving it first?

No. Every reminder is saved as a Gmail draft. You review the amount and the link, then send it yourself. Nothing reaches an owner automatically.

How does it avoid reminding someone twice in the same week?

It checks which owners already got a reminder in the last seven days and skips them, so nobody gets duplicate emails in the same week.

Put this on autopilot.

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