Get a daily digest of your Currencycloud settlements
Every morning, WebRun opens Currencycloud, checks yesterday's FX transactions and their settlement status, archives the full report to Google Drive, and texts you a digest through Twilio so your team starts the day with a clear read on what settled and what's still pending.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get a daily summary of my Currencycloud settlements?
WebRun checks Currencycloud every morning for yesterday's FX transactions and settlement status, archives the full report to Google Drive, and texts you a digest through Twilio. It never moves funds itself, so your team starts the day with a clear read on what settled and what's still pending, without pulling the report by hand.
- Settlement status lands as a text before the team's first meeting
- Stuck transactions get flagged the same morning, not at reconciliation
- A full settlement archive builds up automatically in Drive
Built for payments operations · fintech finance teams · treasury managers · cross border businesses
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.currencycloud.comin a real browser with your saved login - no setup, no API keys. -
1
Currencycloud - check yesterday's FX transactions
currencycloud.com
WebRun opens Currencycloud to check yesterday's FX transactions. - Open Currencycloud and check yesterday's FX transactions
- Note the settlement status and amount for each currency pair
- Flag anything still pending settlement
Done when Yesterday's transactions and settlement status are captured.
-
2
Google Drive - archive the settlement report
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to archive the settlement report. - Save the settlement report to your finance folder
- Append it to the running monthly archive
- Keep prior reports untouched
Done when Yesterday's settlement report is archived in Drive.
-
3
Twilio - text you the digest
twilio.com How to Automate Twilio
WebRun opens Twilio to text you the digest. - Text the total settled and total still pending
- Note any transaction stuck in pending overnight
- Send once each morning
Done when You're texted today's Currencycloud settlement 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 push a stuck settlement through or move funds?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only reads settlement status and reports on it, leaving any action on a stuck transaction to you in Currencycloud.
Does it flag transactions that didn't settle overnight?
Yes. Anything still pending settlement is called out separately in the text digest, so it doesn't blend in with what already settled.
Can I look back at past settlement reports?
Yes. Every day's report is archived in Google Drive, so you have a searchable record beyond just the text digest.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.