Aplos Automated Budget Revision Notice Drafts
Every morning, WebRun opens Aplos and scans for any budget revisions or fund allocation changes recorded since the prior run. For each change, it drafts a formal budget revision notice in Gmail addressed to the relevant program staff and board contact, posts a summary to the finance Slack channel, and leaves every draft unsent until your finance director reviews and approves it.
How do I automatically draft budget revision notices from Aplos for board review before sending?
WebRun scans Aplos every morning for budget revisions and fund allocation changes recorded since the prior run. For each change, it drafts a formal revision notice in Gmail addressed to the relevant program staff and board contact. Every draft is left unsent until the finance director reviews and approves it, ensuring all stakeholders are informed with proper oversight.
- Every budget revision captured and drafted for notification within one business day
- Program staff and board contacts informed consistently with formal revision notices
- Finance director reviews every notice before it reaches a stakeholder
Built for nonprofit finance directors · church budget committees · program managers at nonprofits · nonprofit fund accounting staff
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.aplos.comin a real browser with your saved login - no setup, no API keys. -
1
Aplos - detect budget revisions and allocation changes
aplos.com
WebRun opens Aplos to detect budget revisions and allocation changes. - Open Aplos and navigate to the budget section
- Scan for any budget line amendments or fund allocation changes recorded since the prior run
- Note the fund name, affected budget line, original amount, revised amount, and the date of change
- Identify the program staff lead and board contact associated with the affected fund
Done when Every budget revision since the prior run is captured with fund, amount change, and associated contacts.
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2
Gmail - draft formal budget revision notices
gmail.com
WebRun opens Gmail to draft formal budget revision notices. - Draft a formal budget revision notice for each change, naming the fund, the old and new allocation amounts, and the effective date
- Address each draft to the relevant program staff lead and CC the board contact
- Leave every draft unsent for finance director review
- Never send any notice automatically
Done when A Gmail draft exists for every budget revision, correctly addressed and unsent, awaiting finance director approval.
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3
Slack - alert finance director to pending review
slack.com
WebRun opens Slack to alert finance director to pending review. - Post a summary to the finance Slack channel listing each budget revision that triggered a draft
- Include fund name, change amount, and effective date for each item
- Tag the finance director and remind them to review Gmail drafts
Done when Finance director receives a Slack alert listing pending budget revision notices ready for review.
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 notify program staff or board members without my review?
No. Every budget revision notice is drafted in Gmail and left unsent. The finance director must review and approve each message before it is sent to any staff member or board contact.
What if a budget change is a routine journal entry, not a formal revision?
You configure the revision detection rules during setup. Only changes to named budget lines above a defined dollar threshold trigger a draft, so routine journal entries do not generate notices.
Can it handle mid-year budget amendments that affect multiple funds?
Yes. Each affected fund generates its own separate draft notice so program leads for each fund receive a notice that references only the allocations relevant to their program.
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