Automated Circula Weekly Expense Scorecard
Every Friday, WebRun opens Circula, totals the week's submitted expenses and per diems by employee, and writes the breakdown to a Google Sheet as a running record for finance. It also drafts a short Gmail summary for the finance lead highlighting the highest spending categories, ready for them to send on.
How do I get a weekly scorecard of Circula expense spending?
WebRun totals your team's weekly Circula expenses and per diems by employee and category every Friday, writing the breakdown to a running Google Sheet. It also drafts a Gmail summary for the finance lead calling out the highest spending categories, leaving it ready to send rather than sending it automatically.
- The week's spending by category is visible without opening Circula
- The finance lead gets a ready written summary instead of building one from scratch
- Spending trends build automatically week over week in one sheet
Built for Finance teams · HR and people ops · controllers · German small businesses
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
circula.comin a real browser with your saved login - no setup, no API keys. -
1
Circula - total the week's expenses and per diems
circula.com
WebRun opens Circula to total the week's expenses and per diems. - Open Circula and pull expenses and per diems submitted this week
- Total the amounts by employee and by category
- Note the categories with the largest week over week change
Done when The week's expenses and per diems are totaled by employee and category.
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2
Google Sheets - log the weekly breakdown
google.com
WebRun opens Google Sheets to log the weekly breakdown. - Write the weekly breakdown to a running Google Sheet
- Add this week's totals as a new row alongside prior weeks
- Keep category totals in their own columns for easy charting
Done when The Google Sheet holds an up to date running record of weekly spend.
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3
Gmail - draft the finance summary
gmail.com
WebRun opens Gmail to draft the finance summary. - Draft a short summary of the week's totals for the finance lead
- Call out the highest spending categories by name
- Leave it as a draft in Gmail ready to send
Done when A ready to send weekly summary is waiting in Gmail.
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 the summary email send on its own?
No. It is drafted in Gmail and left for you or the finance lead to review and send, WebRun never sends it automatically.
Does it flag policy violations too?
This template focuses on totals and trends. Individual flagged claims still need to be reviewed inside Circula's own approval flow.
How far back does the running sheet go?
Every Friday adds a new row, so the sheet builds a week over week history for as long as you keep the automation running.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.