Get new buyer credit applications organized before your first call
The moment a new buyer submits a credit application, WebRun logs their company details, requested terms, and trade references into a Google Sheet, drafts an acknowledgment email for your review and leaves it unsent, and creates a pending record in Silo so underwriting can start the same day.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I organize new buyer credit applications and draft the acknowledgment automatically?
The moment a new buyer submits a credit application, WebRun creates a pending record in Silo, logs the company details, requested terms, and trade references to a Google Sheet queue, and drafts an acknowledgment email in Gmail for your credit team to review and send. Approving credit or setting a limit stays a decision made by your team.
- Every application is logged and queued the same day it's submitted
- Credit team starts underwriting with organized details instead of a raw form
- No credit limit or approval is ever set without a human decision
Built for fresh-cut produce wholesalers · credit and AR teams · produce sales and onboarding · controllers
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
usesilo.comin a real browser with your saved login - no setup, no API keys. -
1
Silo - create a pending buyer record
- Open Silo and create the new buyer's record from the submitted application, with status set to pending credit review
- Capture company details, requested credit terms, and trade references from the application
- Check whether a similar company already exists in Silo to avoid a duplicate record
Done when The new buyer's application is recorded in Silo with a pending status and no credit limit set.
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2
Google Sheets - log the application to the underwriting queue
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the application to the underwriting queue. - Open the credit application queue
- Add a row with the buyer, requested terms, trade references, and date submitted
- Mark the row pending until your credit team records a decision
Done when The application appears as a pending row in the credit team's queue.
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3
Gmail - draft an acknowledgment for the applicant
gmail.com How to Automate Gmail
WebRun opens Gmail to draft an acknowledgment for the applicant. - Draft an acknowledgment email to the applicant confirming receipt and next steps
- Leave the draft unsent in Gmail Drafts for your credit team to review and send
- Never approve credit terms or promise a credit limit in the draft. That decision is made by your credit team
Done when A reviewable acknowledgment draft exists in Gmail for the applicant.
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 approve the buyer's credit automatically?
No. WebRun only organizes the application, trade references, and requested terms. Approving credit, setting a limit, or declining the application is always a decision made by your credit team.
Will it email the buyer without me reviewing it?
No. The acknowledgment is drafted and left unsent in Gmail Drafts. Your credit team reviews and sends it, and it never promises a credit limit or terms.
How does it avoid creating duplicate buyer records?
It checks Silo for an existing company record before creating a new one, so a returning applicant or an existing customer opening a second account is flagged instead of duplicated.
Related templates
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