Chase missing client documents so your cases keep moving
Every Monday, WebRun opens Canopy, finds every outstanding document request that has been unanswered for more than five days, drafts a polite follow-up email for each overdue client, and posts a summary to Slack so you can review and send the drafts when ready.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up with clients who have not sent their tax resolution documents?
Every Monday, WebRun opens Canopy and finds every document request unanswered for more than five days. It drafts a polite follow-up email in Gmail for each overdue client - naming the specific missing documents - then posts a chase summary to Slack. Nothing is sent until your team reviews and approves each draft.
- Overdue document requests surfaced and drafted for follow-up every Monday
- No client email sent without manager review and approval
- Cases keep moving instead of stalling on missing paperwork
Built for tax resolution firms · enrolled agents · CPA firms · tax case managers
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.canopytax.comin a real browser with your saved login - no setup, no API keys. -
1
Canopy - find overdue document requests
getcanopy.com How to Automate Canopy
WebRun opens Canopy to find overdue document requests. - Open Canopy and navigate to the Client Portal document requests section
- Filter for open requests where the client has not uploaded documents in more than 5 days
- For each overdue request, capture the client name, contact email, case type, and the specific documents still needed
- Skip any request where the client uploaded a partial response this week
Done when All overdue document requests are listed with client details and outstanding item names.
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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. - For each overdue client, draft a polite reminder email referencing the specific documents still needed
- Address each draft to the client's email address on file in Canopy
- Save every email as a draft and do not send it - leave it for the case manager to review and send
- Note the draft count in a running tally
Done when A review-ready draft email exists in Gmail for every overdue client. No email has been sent.
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3
Slack - post the chase summary
slack.com How to Automate Slack
WebRun opens Slack to post the chase summary. - Post a summary to the team channel listing how many clients are overdue and how many email drafts were created
- Include the client names and number of days each request has been open
- Prompt the case manager to open Gmail drafts and send after review
Done when The team has a chase summary in Slack with a count of drafts awaiting 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 emails to clients automatically?
No. Every follow-up email is saved as a Gmail draft for your review. Nothing is sent until a case manager opens the draft and clicks send.
How does it know which documents are still missing?
It reads the open document request items in Canopy's client portal, so it knows exactly which files each client was asked for and which are still outstanding.
Can I adjust the overdue threshold beyond 5 days?
Yes. Tell WebRun the number of days that counts as overdue for your firm and it will apply that threshold on every run.
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