Gently follow up on outstanding balances without chasing families yourself
Every Monday, WebRun opens CRakn, identifies cases with an outstanding balance past their due date, drafts a sensitive and respectful payment reminder for each family, saves each message as a Gmail draft for director review, and posts a summary to Slack so no balance is forgotten.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up on outstanding funeral home balances without upsetting grieving families?
WebRun checks CRakn every Monday for overdue balances, drafts a compassionate payment reminder for each family tiered by how long the balance has been outstanding, and queues every draft in Gmail for director review. The Slack digest shows the full aging summary. No message is ever sent without director approval.
- Every outstanding balance gets a sensitively worded reminder draft each week
- Directors review and approve every payment message before it reaches a family
- Longer-outstanding balances are prioritized automatically in the Monday digest
Built for funeral home owners · funeral directors · funeral home billing staff
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.crakn.netin a real browser with your saved login - no setup, no API keys. -
1
CRakn - find cases with outstanding balances
crakn.net
WebRun opens CRakn to find cases with outstanding balances. - Open CRakn and filter cases for outstanding balances past their due date
- Capture the family name, balance amount, days outstanding, and primary contact email
- Group cases by how long they have been outstanding: 30, 60, and 90-plus days
Done when All cases with overdue balances are identified and grouped by aging bucket.
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2
Gmail - draft sensitive payment reminders
gmail.com How to Automate Gmail
WebRun opens Gmail to draft sensitive payment reminders. - Draft a compassionate, professionally worded payment reminder for each family
- Tailor the tone to the aging bucket: gentle at 30 days, more direct at 60 and 90 days
- Include the outstanding amount and simple payment instructions
- Save every draft for director review. Never send a payment message to a grieving family without approval
Done when A sensitively worded Gmail draft exists for every family with an outstanding balance, tiered by aging.
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3
Slack - notify director of pending reminders
slack.com How to Automate Slack
WebRun opens Slack to notify director of pending reminders. - Post a Monday morning digest listing every outstanding balance, the aging bucket, and the draft status
- Highlight the longest-outstanding cases so the director can prioritize
- Include a note on the total outstanding amount across all cases
Done when The director has a full outstanding balance summary in Slack with draft reminders ready to review.
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 payment messages to families automatically?
No. Every payment reminder is saved as a Gmail draft. A director reviews and approves each one before it is sent. No financial message ever reaches a grieving family without human sign-off.
How does it handle families who are still actively grieving a recent loss?
You can set a minimum number of days after the service before any balance follow-up is drafted, ensuring you never send a payment reminder in the immediate aftermath of a loss.
What if a family has a payment plan in place?
Cases with an active payment plan can be excluded from the digest by flagging them in CRakn. Only balances without an arrangement will appear in the weekly summary.
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