Automated Bill.com Invoice Approval Routing
Every morning, WebRun opens Bill.com, finds bills awaiting assignment, reads the vendor, amount, department, and GL code for each, routes them to the correct approver based on your policy, and posts a routing summary to Slack so nothing sits idle.
How do I automatically route vendor invoices to the right approver in Bill.com?
WebRun opens Bill.com every morning, reads each unrouted vendor bill, matches it to an approver using rules in a Google Sheet, notifies each approver via Slack with the bills assigned to them, and posts a summary to the AP channel. No bill is approved or paid without a human decision.
- Every bill is routed to the right approver before your team opens their inbox
- No invoice sits unassigned and overdue because routing was missed
- Approvers get a Slack nudge with exactly the bills they need to act on
Built for AP teams · finance managers · controllers · small business owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.bill.comin a real browser with your saved login - no setup, no API keys. -
1
Bill.com - find unrouted bills and read details
bill.com
WebRun opens Bill.com to find unrouted bills and read details. - Open Bill.com and filter the inbox to bills with no assigned approver
- For each bill, capture the vendor name, invoice amount, GL account code, and department
- Note the invoice date and due date to flag anything urgent
Done when Every unrouted bill is listed with its vendor, amount, GL code, and due date.
-
2
Google Sheets - look up routing rules by vendor and GL code
google.com
WebRun opens Google Sheets to look up routing rules by vendor and GL code. - Open the routing-rules sheet and match each bill to an approver by vendor, GL code, or amount tier
- If no rule matches, flag the bill for manual assignment rather than guessing
- Log the matched approver name and reason for each bill
Done when Every bill has a matched approver or a flag for manual review.
-
3
Slack - notify approvers and post routing summary
slack.com
WebRun opens Slack to notify approvers and post routing summary. - Post each approver a direct message listing the bills assigned to them with amounts and due dates
- Post a summary to the AP channel showing total bills routed and any flagged for manual assignment
- Never approve or pay any bill. WebRun only routes and notifies
Done when All approvers are notified and the AP channel has today's routing summary.
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 approve or pay any bills?
No. WebRun only reads bills and routes them to the correct approver. Approval and payment always stay with a human in Bill.com.
What happens if no routing rule matches a bill?
Bills with no matching rule are flagged in the Slack summary for manual assignment. WebRun never guesses or skips them.
Can I change the routing rules without touching WebRun?
Yes. The routing logic lives in a Google Sheet you control. Update the rules there and WebRun picks up the changes on the next run.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.