Automated Certify Expense Approval Handoff
Every morning, WebRun opens Certify, checks expense reports waiting on approval, creates a Trello card for each with the employee and amount, and drafts a WhatsApp nudge to the approver when a report has waited more than 2 days, left for them to send.
How do I clear a stuck Certify approval queue?
WebRun checks Certify every morning for expense reports waiting on approval, creates a Trello card for each with the employee and amount, and drafts a WhatsApp nudge for the approver once a report has waited more than 2 days. The nudge stays a draft until a person chooses to send it.
- Approvers see their full queue on a Trello board instead of searching Certify
- Reports waiting over 2 days get a drafted nudge instead of aging further
- The oldest pending reports surface first instead of getting buried
Built for Finance teams · expense approvers · travel administrators · controllers
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
expense.certify.comin a real browser with your saved login - no setup, no API keys. -
1
Certify - find reports waiting on approval
certify.com
WebRun opens Certify to find reports waiting on approval. - Open Certify and filter expense reports to pending approval
- Capture the employee, amount, and days waiting for each
- Sort with the oldest reports first
Done when Every pending expense report is captured with its details.
-
2
Trello - log each pending report
trello.com
WebRun opens Trello to log each pending report. - Create a Trello card for each pending report on the approval board
- Include the employee, amount, and days waiting
- Move cards to done once approved
Done when The approval board reflects every report still waiting.
-
3
WhatsApp - draft an approver nudge
whatsapp.com
WebRun opens WhatsApp to draft an approver nudge. - Draft a WhatsApp nudge for any report waiting more than 2 days
- Address it to the approver with the employee and amount
- Leave it in WhatsApp for them to review and send
Done when A drafted nudge exists for every report waiting more than 2 days.
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 approve reports on its own?
No. WebRun only reads the pending queue and logs it. Every approval decision still happens inside Certify by a person.
Will it message the approver automatically?
No. The nudge is drafted in WhatsApp and left for review, never sent without a person choosing to send it.
Will employees see any of this?
No. The Trello board and WhatsApp draft are internal to your approvers. Employees hear back through Certify once a decision is made.
Related templates
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