Automated Bluevine Daily Balance Digest
Every morning, WebRun opens Bluevine, checks your current balance and any deposits that landed overnight, saves a snapshot of the day's statement to Google Drive, and posts a short digest to your finance Slack channel.
How do I get a daily summary of my Bluevine balance?
WebRun checks your Bluevine account every morning for the current balance and any deposits that landed overnight, saves a snapshot to Google Drive, and posts a short digest to Slack. It never moves money itself, so your team starts the day knowing exactly where cash stands without opening the dashboard.
- Balance and overnight deposits land in Slack before the workday starts
- A full archive of daily snapshots builds up in Drive automatically
- No need to log into Bluevine just to check the number
Built for small business owners · startup finance teams · bookkeepers · solo founders
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
www.bluevine.comin a real browser with your saved login - no setup, no API keys. -
1
Bluevine - check balance and new deposits
- Open Bluevine and check the current account balance
- List any deposits or withdrawals since yesterday
- Note the available line of credit balance if one is open
Done when Today's balance and overnight activity are captured.
-
2
Google Drive - save the daily snapshot
drive.google.com
WebRun opens Google Drive to save the daily snapshot. - Save a snapshot of today's balance and activity to your finance folder
- Append it to the running monthly log
- Keep prior snapshots untouched
Done when Today's snapshot is archived in Drive.
-
3
Slack - post the digest
slack.com
WebRun opens Slack to post the digest. - Post the balance and overnight activity to the finance channel
- Note the available credit line balance if relevant
- Leave it as a read only digest
Done when The finance channel has today's balance digest.
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 draw on the line of credit or move money?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only reads the balance and reports it, leaving any draw or transfer to you.
Does it include the line of credit balance?
Yes, if you have one open. The digest notes the available credit line balance alongside your cash balance so you see the full picture.
Where can I find a past day's numbers?
Every day's snapshot is archived in Google Drive, so you can look back at any prior balance without digging through Bluevine itself.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.