Automated Suralink Document Completeness Check
Every morning, WebRun opens Suralink and reviews each fulfilled request to confirm that the document was accepted by the engagement team, not merely uploaded. Any item that was returned to the client, is missing, or has a placeholder upload gets flagged in a Google Sheet and a summary alert is posted to Slack.
How do I automatically verify that all Suralink documents are accepted and complete?
Every morning WebRun opens Suralink and checks every fulfilled request to confirm the document was accepted, not just uploaded. Returned, missing, or placeholder documents are logged in a Google Sheet and your team gets a Slack alert with the exception count and a link to the detail, so nothing incomplete slips through to fieldwork.
- Returned and placeholder documents flagged before fieldwork proceeds
- Running exception log in Google Sheets for every engagement
- Team alerted in Slack each morning when new issues are found
Built for audit seniors · CPA firms · assurance managers · audit quality teams
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.suralink.comin a real browser with your saved login - no setup, no API keys. -
1
Suralink - check accepted vs. returned documents
suralink.com
WebRun opens Suralink to check accepted vs. returned documents. - Open Suralink and navigate to the active engagement's request list
- For each fulfilled request, confirm the document status is accepted, not returned or under review
- Flag any request where the document was returned to the client with a note
- Flag any request where the upload appears to be a placeholder or is zero bytes
Done when Every fulfilled request has been checked for accepted status, and exceptions are identified.
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2
Google Sheets - log completeness exceptions
google.com
WebRun opens Google Sheets to log completeness exceptions. - Open the completeness tracking Google Sheet
- Write each exception to a new row with engagement, request name, status, and reason flagged
- Mark the check date and the current document status
- Preserve prior exceptions so the sheet shows a running log
Done when All exceptions from today's check are logged in the Google Sheet.
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3
Slack - alert team to incomplete items
slack.com
WebRun opens Slack to alert team to incomplete items. - Post a brief alert to the audit team Slack channel with the count of exceptions found
- List the engagement and request names of each exception
- Include a link to the tracking Google Sheet for detail
Done when The team has an exception count and detail link in Slack.
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
Does it reject or return documents automatically?
No. WebRun only reads and reports. Any decision to accept or return a document in Suralink is made by your engagement team. WebRun flags exceptions for your review.
What counts as an incomplete document?
WebRun flags items where the Suralink status is returned, under review without progression, or where the upload appears to be an empty or placeholder file.
Can it check multiple engagements at once?
Yes. Each run checks all active engagements in your Suralink account and logs exceptions from all of them into the same Google Sheet, so you have one complete view.
Related templates
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