Automated OneStream Close Task Chasing
Every day during the close cycle, WebRun opens OneStream, checks the close task list and certification workflow for anything not yet submitted, posts the outstanding items to Telegram naming who owns each one, and texts the controller through Twilio once a task's deadline is within 24 hours, so close does not slip on a task nobody remembered.
How do I chase outstanding OneStream close tasks before the deadline?
WebRun checks OneStream's close task list and certification workflow every day during close, posts what is still outstanding to Telegram with the owner and deadline, and texts the controller through Twilio once a task's deadline is inside 24 hours. Close tasks get chased automatically instead of relying on someone remembering to check status.
- Outstanding close tasks get chased daily instead of discovered at deadline
- The controller gets a text only when a real deadline risk appears
- Close task ownership stays visible to the whole finance team
Built for Finance teams · Controllers · Corporate accounting teams · FP&A teams
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
onestreamsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
OneStream - find outstanding close tasks
- Open OneStream and check the close task list and certification workflow
- Find every task not yet marked submitted or certified
- Note the owner and the deadline for each
Done when Every outstanding close task has its owner and deadline captured.
-
2
Telegram - post the chase list
telegram.org
WebRun opens Telegram to post the chase list. - Post the outstanding tasks with their owners and deadlines to the close channel
- Sort the list by nearest deadline first
- Skip tasks already completed since the last check
Done when The close channel has today's outstanding task list.
-
3
Twilio - text the controller before deadline
twilio.com
WebRun opens Twilio to text the controller before deadline. - Text the controller only for tasks with a deadline inside 24 hours
- Name the task and the owner in the text
- Skip the text if every task is on track
Done when The controller has been texted about any task due within 24 hours.
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 WebRun submit or certify a close task itself?
No. It only reports what is outstanding. Submitting or certifying a task in OneStream stays with the task owner.
Who gets texted when a deadline is close?
Only the controller, and only for tasks with a deadline inside 24 hours. WebRun never contacts anyone outside your finance team.
What happens once close finishes?
The chase list naturally empties out as tasks get submitted and certified, and stops running once the close period closes.
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