Chase outstanding client balances without the awkward conversation
Every Monday, WebRun opens Healthie, finds every client with an outstanding balance, drafts a polite payment reminder for each, queues the messages in Gmail for your review, and posts a prioritised balance summary to Slack with the largest amounts flagged first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically remind nutrition clients about outstanding balances?
WebRun opens Healthie every Monday, finds every client with an outstanding balance, and drafts a polite payment reminder for each in Gmail. A Slack summary lists balances by size and age so you know which to prioritise, and nothing goes to a client until you approve the draft.
- Outstanding balances are followed up every week without an awkward manual conversation
- Largest and oldest balances are always flagged first for your attention
- Nothing is sent to a client without your explicit approval
Built for registered dietitians · nutrition coaches · private nutrition practices · insurance-billing dietitians
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
secure.gethealthie.comin a real browser with your saved login - no setup, no API keys. -
1
Healthie - find clients with outstanding balances
gethealthie.com How to Automate Healthie
WebRun opens Healthie to find clients with outstanding balances. - Open Healthie and navigate to the Billing section
- Filter to client accounts with a balance greater than zero
- Capture each client's name, balance amount, days outstanding, and contact email
- Skip clients who already received a reminder in the past 7 days
Done when Every client with an outstanding balance is listed with their amount and days overdue.
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2
Gmail - draft payment reminder messages
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminder messages. - Draft a polite, professional payment reminder for each client noting their outstanding balance and payment options
- For balances outstanding more than 30 days, note the escalating urgency in the draft
- Save every message as a Gmail draft, unsent, for your review before sending
Done when One drafted payment reminder per outstanding client is queued in Gmail for your approval.
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3
Slack - post the weekly balance summary
slack.com How to Automate Slack
WebRun opens Slack to post the weekly balance summary. - Post a weekly balance summary to your Slack channel
- List clients by balance size, largest first, with days outstanding
- Flag any balance overdue by more than 60 days for escalation
Done when You have this week's outstanding balance list in Slack, prioritised by amount and age.
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 contact clients about their balance without my approval?
No. Every payment reminder is drafted in Gmail and left unsent. You review each message before it reaches a client, so you stay in full control of billing conversations.
Can I set a minimum balance threshold before reminders are drafted?
Yes. Tell WebRun your minimum balance threshold (for example, balances over $20) and it will skip amounts below that level so you are not chasing trivial sums.
What if a client has already paid by the time I review the draft?
WebRun reads live Healthie balances on every run. If a client pays before you send the draft, their balance will be zero on the next run and no new reminder will be created.
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