Automated Moss Weekly Card Spend Scorecard
Every week, WebRun totals Moss card spend by category, creates a Trello card for anything over budget, and posts the scorecard to Microsoft Teams.
How do I get a weekly scorecard of company card spend in Moss?
WebRun totals last week's Moss card spend by category every Monday, compares it against your budgets, and posts the scorecard to Microsoft Teams with over budget categories highlighted. For each one that went over, it creates a Trello card assigned to the budget owner, so overspending gets a name and an owner, not just a number.
- Overspending gets flagged the following Monday, not at month end
- Every over budget category has a named owner and a Trello card
- The full spend picture fits in one weekly scorecard
Built for finance teams · startups · office managers · budget owners
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
moss.comin a real browser with your saved login - no setup, no API keys. -
1
Moss - total this week's card spend by category
moss.com
WebRun opens Moss to total this week's card spend by category. - Open Moss and pull last week's card transactions
- Group the spend by category and by cardholder
- Compare each category total against its budget
Done when Last week's spend is totaled by category with budgets compared.
-
2
Microsoft Teams - post the scorecard to Teams
microsoft.com
WebRun opens Microsoft Teams to post the scorecard to Teams. - Post the scorecard with each category's spend versus budget
- Highlight the categories that went over
- Keep it to one readable table
Done when The finance channel has this week's spend scorecard.
-
3
Trello - create a card for anything over budget
trello.com
WebRun opens Trello to create a card for anything over budget. - Create a card for each category that went over budget
- Include the amount over and the top cardholder driving it
- Assign the card to the budget owner
Done when Every over budget category has an assigned Trello card.
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 freeze or block any cards?
No. It only reports spend against budget. Freezing a card or adjusting a limit is still done inside Moss.
How is the budget defined?
From the category budgets already set in Moss. The scorecard compares actual spend against whatever you've configured there.
Who gets assigned the over budget card?
The budget owner you've set for that category, so the right person sees it without digging through the full spend report.
Related templates
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