All templates
For B2B finance teams, collections managers & controllers

Chase overdue invoices for you

WebRun checks Upflow for invoices overdue for payment, drafts a reminder for each customer in Gmail, and logs the chase status to Airtable so nothing slips.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 Upflow find invoices overdue for payment
2 Gmail draft a reminder for each customer
3 Airtable log the chase status to Airtable
Run a sample
In short

How do I chase overdue Upflow invoices without missing one?

WebRun reviews your Upflow invoices every Monday, finds anything overdue for payment, and drafts a polite reminder email in Gmail for you to send. It also logs each overdue customer and their chase status to Airtable, so you always know who owes money and who still needs a nudge, without double chasing anyone.

  • Overdue customers get a reminder drafted without you writing it from scratch
  • Every overdue invoice is tracked in one Airtable list
  • No customer gets reminded twice by accident

Built for B2B finance teams · collections managers · controllers · AR analysts

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 upflow.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    Upflow - find invoices overdue for payment
    upflow.io
    WebRun in Upflow: find invoices overdue for payment
    WebRun opens Upflow to find invoices overdue for payment.
    • Open Upflow and filter invoices to overdue
    • Capture the customer, amount, and days overdue for each
    • Skip anything already reminded in the last 7 days

    Done when Every overdue invoice is listed with its details.

  3. 2
    Gmail - draft a reminder for each customer
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft a reminder for each customer
    WebRun opens Gmail to draft a reminder for each customer.
    • Draft a polite, on brand reminder for each overdue customer
    • Leave every draft in Gmail for your review before sending
    • Never send a reminder automatically

    Done when A reviewable draft exists for every overdue invoice.

  4. 3
    Airtable - log the chase status to Airtable
    airtable.com How to Automate Airtable
    WebRun in Airtable: log the chase status to Airtable
    WebRun opens Airtable to log the chase status to Airtable.
    • Log each invoice, customer, amount, and reminder status to the chase tracker
    • Mark which ones already have a draft waiting
    • Update the record once a reminder is sent

    Done when The Airtable chase tracker matches this week's overdue list.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
upflow.io
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Chase tracker · Airtable
OutputWhat each run produces - A Gmail draft per overdue customer and an Airtable row tracking who still owes and who's been reminded.
Drafts + tracker
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 my customers without asking?

No. WebRun only drafts the reminder in Gmail. You read it and hit send yourself, nothing goes out on its own.

How does it avoid double reminding someone?

It checks the Airtable tracker for a reminder logged in the last 7 days and skips anyone already chased recently.

What if a customer already paid?

It reads the live invoice status in Upflow each run, so anyone who's paid is left off the list automatically.

Put this on autopilot.

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