Automated GHG Reporting Period Rollover Checklist
Every night during the period-close window, WebRun checks Persefoni for open data entries, pending supplier submissions, and unresolved anomalies from the current reporting period, then posts a rollover readiness checklist to Slack and updates a Google Sheets close log so your team can confidently open the new period without carrying unresolved items forward.
How do I ensure my GHG reporting period is fully closed before rolling over to the next one?
WebRun checks Persefoni each night during the period-close window, tallying all open data entries, missing supplier submissions, and unresolved anomalies. It posts a rollover readiness checklist to Slack each night and logs the status in Google Sheets so your team can see exactly what needs to be resolved before safely opening the new reporting period.
- No reporting period is closed with unresolved data gaps or supplier submissions still pending
- Your team sees a clear ready-or-not status every night during the close window
- The Google Sheets log provides an audit trail of exactly when each period was cleared
Built for carbon accounting teams · ESG managers · sustainability analysts · climate disclosure officers
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.persefoni.comin a real browser with your saved login - no setup, no API keys. -
1
Persefoni - check for open items in current period
persefoni.com
WebRun opens Persefoni to check for open items in current period. - Open Persefoni and navigate to the current reporting period's data completeness view
- Identify any data entries still in draft or pending status, supplier submissions not yet received, and unresolved anomaly flags
- Check whether the period has been locked or if it is still open for edits
- Note the number of open items by category: data gaps, missing supplier data, unresolved anomalies
Done when All open items in the current period are catalogued by type and count.
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2
Slack - post rollover readiness checklist
slack.com
WebRun opens Slack to post rollover readiness checklist. - Post a rollover readiness checklist to the sustainability Slack channel
- List the count of open items by type and flag any that will prevent a clean period close
- Include a summary recommendation: Ready to roll over, or: Resolve these items first
Done when The rollover readiness checklist is posted in Slack with a clear ready-or-not status.
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3
Google Sheets - log close status for the period
google.com
WebRun opens Google Sheets to log close status for the period. - Open the period-close log sheet and append a row for today's check
- Log the reporting period, run date, count of open items by type, and the overall ready-or-not status
- This log provides an audit trail of when each period was cleared and rolled over
Done when Today's close check is appended to the Google Sheets period-close log.
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 lock the period or open the new period automatically?
No. WebRun only checks and reports the readiness status. All period-locking and new-period creation actions are taken by your team in Persefoni after reviewing the checklist.
How long does it run the nightly checks?
It runs every night and continues checking until the period is confirmed as fully closed with zero open items. Once clear, the Slack message confirms the period is ready to roll over.
What counts as an open item that blocks period close?
Data entries still in draft status, supplier submissions not yet received for material categories, and unresolved anomaly flags all appear as blocking items on the checklist.
Related templates
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