Automated Zervant Invoice Setup Checklist
When you set up a new Zervant account, WebRun checks the invoice template and VAT settings are configured, holds a calendar reminder for anything unset, and messages you on WhatsApp.
How do I make sure a new Zervant account's invoice setup is complete?
WebRun checks a new Zervant account's invoice template, company details, and VAT rate settings as soon as it's set up, and messages you the checklist on WhatsApp. While anything is still unset, it holds a calendar reminder for the next day, so your first invoice never goes out with a missing template or the wrong VAT rate.
- Invoice setup gaps are caught before the first invoice goes out
- You get a same day reminder while anything is still unset
- The checklist arrives on WhatsApp without logging into Zervant
Built for sole traders · freelancers · Nordic small businesses · new business owners
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
zervant.comin a real browser with your saved login - no setup, no API keys. -
1
Zervant - check the new account's invoice template and VAT settings
zervant.com
WebRun opens Zervant to check the new account's invoice template and VAT settings. - Open the new Zervant account
- Check the invoice template, company details, and VAT rate settings
- Note any setting still unset
Done when Every setup item for the new account has a clear status.
-
2
Google Calendar - hold a calendar reminder for anything unset
calendar.google.com
WebRun opens Google Calendar to hold a calendar reminder for anything unset. - Hold a reminder for the next day if any setting is still unset
- Note which setting is missing
- Clear the hold once everything is configured
Done when A reminder exists only while setup remains incomplete.
-
3
WhatsApp - message you on WhatsApp
whatsapp.com
WebRun opens WhatsApp to message you on WhatsApp. - Message you the setup checklist with each item marked done or missing
- Keep the message to a few lines
- Send it once setup is checked
Done when You have the new account's setup checklist on WhatsApp.
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
Does it configure the invoice template or VAT rate for me?
No. It only checks what's already set up in Zervant and reports gaps. Configuring the template or VAT rate is still done inside Zervant.
When does the calendar reminder clear?
As soon as Zervant shows every setting configured, so you're not holding a reminder for something already finished.
Will this message a client?
No. The WhatsApp checklist goes only to you. It never contacts a client or invoice recipient.
Related templates
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