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Automated MetricStream Weekly Risk Scorecards

Every Monday, WebRun opens MetricStream, reviews open risk items and control tests logged in the past week, scores the program's overall health by category, logs the scorecard as a card on a Trello board, and posts a summary to the compliance team on WhatsApp.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 MetricStream review open risk items and control tests
2 Trello log the weekly scorecard
3 WhatsApp summarize it for the compliance team
In short

How do I get a weekly compliance scorecard from MetricStream?

WebRun reviews your MetricStream risk items and control tests every Monday, scoring each risk category as on track, at risk, or overdue. It logs the scorecard to a Trello board and posts a summary to your compliance team on WhatsApp, so program health is visible weekly instead of only at audit time.

  • Program health is scored automatically every week, not just at audit time
  • Overdue control tests surface for attention before they become findings
  • A full weekly history builds up on one shared Trello board

Built for compliance teams · risk management officers · internal audit · GRC program managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.metricstream.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    MetricStream - review open risk items and control tests
    metricstream.com
    WebRun in MetricStream: review open risk items and control tests
    WebRun opens MetricStream to review open risk items and control tests.
    • Open MetricStream and review open risk items
    • Check control tests completed or overdue this week
    • Score each risk category as on track, at risk, or overdue

    Done when Every risk category has been scored for the week.

  3. 2
    Trello - log the weekly scorecard
    trello.com
    WebRun in Trello: log the weekly scorecard
    WebRun opens Trello to log the weekly scorecard.
    • Open the compliance scorecard board in Trello
    • Create a card for the week with each category's score
    • Move any overdue control test to a needs-attention list

    Done when This week's scorecard is logged with every category's status.

  4. 3
    WhatsApp - summarize it for the compliance team
    whatsapp.com
    WebRun in WhatsApp: summarize it for the compliance team
    WebRun opens WhatsApp to summarize it for the compliance team.
    • Post a short summary to the compliance team group
    • Lead with any category marked at risk or overdue
    • Link back to the Trello card for full detail

    Done when The compliance team has this week's summary in WhatsApp.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.metricstream.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Compliance scorecard · WhatsApp
OutputWhat each run produces - A weekly compliance scorecard by risk category, with any overdue control tests flagged.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it close out a risk item or control test?

No. WebRun only reads the status of risk items and control tests and reports on them. It never closes, approves, or edits a record on its own.

How is a category scored?

It reads whether control tests were completed on time and whether risk items are progressing, then marks each category on track, at risk, or overdue.

Where can I see the full detail behind the summary?

The WhatsApp summary links back to the Trello card, which has the full breakdown by category for anyone who wants more than the headline.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.