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Automated Alegra Weekly Sales Summary

Every Monday, WebRun opens Alegra, totals last week's sales by product, customer, and payment method, writes the breakdown into a Google Sheet, and emails you a short summary of the highlights so you start the week already knowing how it went.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Alegra total last week's sales
2 Google Sheets build the sales breakdown
3 Gmail email you the highlights
In short

How do I get a weekly sales summary from Alegra?

Every Monday, WebRun opens Alegra and totals last week's sales by product, customer, and payment method. It writes the full breakdown into a Google Sheet alongside the prior week for comparison, then emails you a short summary with the top products and customers, so you start the week already knowing how it went.

  • Owners see the week's sales without opening a single report
  • Top products and customers surface automatically
  • The same summary lands every Monday, rain or shine

Built for small business owners · sales managers · Alegra bookkeepers · retailers

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 app.alegra.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Alegra - total last week's sales
    alegra.com
    WebRun in Alegra: total last week's sales
    WebRun opens Alegra to total last week's sales.
    • Open Alegra and pull every invoice issued in the last 7 days
    • Total sales by product, by customer, and by payment method
    • Compare the total against the prior week

    Done when Last week's sales are totaled by product, customer, and payment method.

  3. 2
    Google Sheets - build the sales breakdown
    docs.google.com
    WebRun in Google Sheets: build the sales breakdown
    WebRun opens Google Sheets to build the sales breakdown.
    • Open the weekly sales summary sheet
    • Write this week's totals alongside the prior week for quick comparison
    • Highlight the top 5 products and top 5 customers by revenue

    Done when The sheet shows this week's full sales breakdown next to last week's.

  4. 3
    Gmail - email you the highlights
    gmail.com
    WebRun in Gmail: email you the highlights
    WebRun opens Gmail to email you the highlights.
    • Email you a short summary with the week's total sales and the change versus the prior week
    • List the top 5 products and top 5 customers
    • Link to the full Google Sheet for the details

    Done when You have this week's sales summary in your inbox.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.alegra.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Sales summary · Gmail
OutputWhat each run produces - A Google Sheet with the week's sales broken down by product and customer, plus an email summary of the highlights.
Spreadsheet
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

Does it send this summary to anyone besides me?

No. The email lands only in your own inbox unless you add teammates yourself. It is an internal report, never sent to customers.

Can it compare more than just last week?

Yes. Tell WebRun how many weeks of history to include and it will show the trend alongside the latest totals in the sheet.

What counts as a sale in the total?

Every invoice issued in Alegra during the period, whether paid or still outstanding. Tell WebRun to count only paid invoices if you prefer cash-basis totals.

Keep going

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