Chase outstanding PBC requests so your engagement keeps moving
Every morning, WebRun opens your Suralink engagement portal, identifies every PBC request that is overdue or has had no client activity in the past 48 hours, drafts a polite follow-up email per client for your review, and posts a summary of outstanding items to your team Slack channel.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase overdue PBC requests in Suralink?
Every morning WebRun opens Suralink, finds every PBC request that is overdue or has had no client activity in 48 hours, and drafts a polite follow-up email per client in Gmail for your approval before sending. Your team also gets a grouped outstanding list in Slack so nothing slips through.
- Every overdue PBC request gets a drafted follow-up the same morning
- Audit team sees a grouped outstanding list in Slack daily
- No client email goes out without human review
Built for audit managers · CPA firms · assurance teams · accounting firms
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
app.suralink.comin a real browser with your saved login - no setup, no API keys. -
1
Suralink - identify overdue PBC requests
suralink.com How to Automate Suralink
WebRun opens Suralink to identify overdue PBC requests. - Open Suralink and navigate to the active engagement's request list
- Filter requests by status to find those that are open and past due date
- Capture the client name, request description, due date, and days overdue for each
- Skip requests that already have a recent client upload or comment within 48 hours
Done when Every overdue or inactive PBC request is listed with its client and details.
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2
Gmail - draft follow-up emails for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails for review. - Draft a courteous, on-brand follow-up email for each client with outstanding items
- Include a summary of which specific documents are still needed and the due date
- Save each draft in Gmail for your review before any email is sent
- Never send any client email automatically
Done when A draft follow-up email is staged in Gmail for every client with overdue requests, ready for your review.
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3
Slack - post outstanding request summary
slack.com How to Automate Slack
WebRun opens Slack to post outstanding request summary. - Post a concise list of overdue PBC requests to your audit team Slack channel
- Group by client and show the number of items outstanding and the oldest due date
- Flag any engagement where a deadline is within 3 days
Done when Your team has this morning's outstanding PBC request 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 follow-up emails to clients automatically?
No. WebRun drafts each follow-up and saves it in Gmail for your review. Nothing is sent to a client until you approve and send it yourself.
How does it know which requests are truly overdue?
It reads the due date and upload status directly from Suralink each morning, so it only flags requests that are past due or have had no client activity in the past 48 hours.
What if a client uploaded a document overnight?
WebRun checks the live status in Suralink each run, so any request with a recent upload is automatically skipped and not included in the follow-up batch.
Related templates
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