Automated MX Data Quality Scorecard
Every Monday, WebRun opens MX, reads how many linked account connections are healthy versus broken and the transaction categorization rate, logs the figures to Airtable alongside prior weeks, and posts a scorecard to Notion noting the change from the previous week.
How do I track MX connection health and data quality weekly?
WebRun checks MX every Monday for connection health and transaction categorization stats across your linked accounts, logs the healthy connection count and categorization rate to Airtable, and posts a scorecard to Notion noting the change from the previous week. It never reconnects an account itself, it only reports on data quality.
- Connection health gets a weekly, trackable scorecard
- Broken connections get flagged before they pile up
- Categorization rate trends are visible week over week
Built for fintech product teams · data quality analysts · banks and credit unions · MX platform users
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.mx.comin a real browser with your saved login - no setup, no API keys. -
1
MX - check connection and categorization stats
mx.com
WebRun opens MX to check connection and categorization stats. - Open MX and go to the connections dashboard
- Read how many connections are healthy versus broken
- Note the transaction categorization rate for the week
Done when This week's connection health and categorization figures are captured.
-
2
Airtable - log the weekly figures
airtable.com
WebRun opens Airtable to log the weekly figures. - Log this week's figures as a new row
- Include the healthy connection count and categorization rate
- Keep prior weeks for comparison
Done when This week's figures are logged alongside prior weeks.
-
3
Notion - post the scorecard
notion.so
WebRun opens Notion to post the scorecard. - Post a scorecard summarizing the week's connection health and categorization rate
- Note the change from the previous week
- Flag it if broken connections increased
Done when The week's scorecard has been posted to Notion.
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 WebRun reconnect a broken account link itself?
No. WebRun only reports connection health. Reconnecting a broken account link or changing any MX configuration stays a step your team takes.
What counts as a healthy connection?
One that is actively syncing data without an error state. Anything else counts toward the broken connection count for the week.
Can I compare this week against last month?
Yes. Every week's figures stay logged in Airtable, so you can look back further than just the previous week.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.