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For design studios, web design agencies & freelance designers

Chase final invoices before files go out

Every morning, WebRun opens Streamtime, finds projects marked complete, checks QuickBooks for whether the final invoice has been paid, drafts a polite reminder in Gmail for anything still outstanding, and posts your team a Slack note the moment a payment lands so the final files can be released.

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14,115 templates Safe automation No code
Every day at 8:00 AM WebRun
1 Streamtime find projects marked complete
2 QuickBooks check the final invoice status
3 Gmail draft a reminder for unpaid invoices
4 Slack tell the team when it's safe to release files
Run a sample
In short

How do I know when it's safe to release final project files to a client?

WebRun checks Streamtime every morning for projects marked complete, looks up each final invoice's payment status in QuickBooks, and drafts a polite reminder in Gmail for anything unpaid past 3 days, leaving it unsent for review. The moment a payment lands, it posts your team a Slack note confirming the project is cleared to release its final files.

  • Final files never go out before payment clears
  • Unpaid invoices get a reminder within a day instead of sitting for weeks
  • Your team gets a same-day signal the moment it's safe to deliver

Built for design studios · web design agencies · freelance designers · creative studio owners

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 streamtime.net in a real browser with your saved login - no setup, no API keys.

  2. 1
    Streamtime - find projects marked complete
    streamtime.net How to Automate Streamtime
    WebRun in Streamtime: find projects marked complete
    WebRun opens Streamtime to find projects marked complete.
    • Open Streamtime and filter projects to completed but not yet closed out
    • Capture the client, final invoice amount, and completion date for each
    • Skip anything already marked paid and closed

    Done when Every completed project awaiting final payment has been listed.

  3. 2
    QuickBooks - check the final invoice status
    • Look up the final invoice for each completed project in QuickBooks
    • Note whether it is paid, partially paid, or still outstanding
    • Record the payment date for anything paid since yesterday

    Done when Every final invoice has a current payment status.

  4. 3
    Gmail - draft a reminder for unpaid invoices
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft a reminder for unpaid invoices
    WebRun opens Gmail to draft a reminder for unpaid invoices.
    • Draft a polite payment reminder for any final invoice unpaid more than 3 days after completion
    • Reference the invoice number and amount due
    • Save it as a draft and leave it unsent for you to review

    Done when A ready-to-send reminder sits as a draft for every unpaid final invoice.

  5. 4
    Slack - tell the team when it's safe to release files
    slack.com How to Automate Slack
    WebRun in Slack: tell the team when it's safe to release files
    WebRun opens Slack to tell the team when it's safe to release files.
    • Post the team the moment a final invoice shows as paid in QuickBooks
    • Name the project and confirm it is cleared to release the final files
    • List anything still unpaid so nobody releases files early

    Done when Your team knows exactly which projects are cleared to release and which are not.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
streamtime.net
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Release status · Slack
OutputWhat each run produces - A payment status for every completed project, a drafted reminder for unpaid final invoices, and a clear release signal once payment lands.
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 email clients or release files without me?

No. WebRun only drafts the payment reminder in Gmail and leaves it unsent, and it never moves or shares a file itself. It tells your team when payment has landed, a person still sends the files.

How does it decide when to send a reminder?

It checks QuickBooks each morning for any final invoice still unpaid more than 3 days after the project was marked complete in Streamtime, and drafts a reminder only for those.

What if a client pays late at night?

The next morning's check picks up the new payment status in QuickBooks automatically, so your team gets the release signal in Slack the following morning.

Put this on autopilot.

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