Automated Airbase Budget Exception Alerts
Every morning, WebRun opens Airbase, checks new purchase requests and card transactions against budget limits, saves a flagged spend report to Google Drive for the finance team's records, and drafts a Twilio text alert for the budget owner when a request would put a category over budget, left for them to send.
How do I catch Airbase budget overruns before they happen?
WebRun checks new Airbase purchase requests and card transactions every morning against your category budgets, saving a flagged spend report to Google Drive for finance. When a request would push a category over budget, it drafts a Twilio text for the budget owner, leaving it for them to review and send.
- Budget overruns get flagged before month end instead of during the close
- The budget owner gets a drafted alert the same day a category is at risk
- Finance keeps a dated record of every flagged request in Google Drive
Built for Finance teams · budget owners · procurement leads · startup operators
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
airbase.comin a real browser with your saved login - no setup, no API keys. -
1
Airbase - check requests against budget limits
airbase.com
WebRun opens Airbase to check requests against budget limits. - Open Airbase and review new purchase requests and card transactions
- Check each against its category's remaining budget
- Flag anything that would push a category over budget
Done when Every new request and transaction has been checked against its budget.
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2
Google Drive - save the flagged spend report
drive.google.com
WebRun opens Google Drive to save the flagged spend report. - Save a report of flagged spend to a Google Drive folder for finance
- Include the category, amount, and how far over budget it would go
- Keep a dated copy for each day's run
Done when A dated flagged spend report exists in Google Drive for the day.
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3
Twilio - draft a budget overrun text
twilio.com
WebRun opens Twilio to draft a budget overrun text. - Draft a text alert for the budget owner when a category would go over
- Include the category name and the amount over budget
- Leave it in Twilio for the owner to review and send
Done when A drafted alert exists for every category at risk of going over budget.
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 block the purchase request?
No. WebRun only flags what would go over budget and saves the report. Approving or blocking a request stays a decision inside Airbase.
Will it text the budget owner automatically?
No. The budget overrun text is drafted in Twilio and left for the owner to review and send, never sent on its own.
How is the budget limit set?
It uses the category budgets already configured in Airbase, so the flags match limits your team has already agreed on.
Related templates
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