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Automated Paymo Project Budget Threshold Alerts

Every morning, WebRun checks Paymo for projects where logged hours have crossed 80 percent of their budget, posts the flagged projects to Telegram with logged versus budgeted hours, and drafts a Twilio text to each project owner naming how close they are to the limit.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Paymo find projects near their hour budget
2 Telegram alert the team
3 Twilio draft a text for the project owner
In short

How do I catch Paymo projects before they go over budget?

WebRun checks Paymo every morning for projects where logged hours have crossed 80 percent of their budget. It posts the flagged projects to Telegram with logged versus budgeted hours, then drafts a short Twilio text to each project owner naming how close they are to the limit, left unsent for a human to review.

  • Budget overruns are caught at 80 percent, not after the invoice is over
  • The team sees every at risk project in one Telegram alert
  • Nothing is texted to anyone without a human review first

Built for agencies · freelancers · project managers · professional services

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 app.paymoapp.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Paymo - find projects near their hour budget
    paymoapp.com
    WebRun in Paymo: find projects near their hour budget
    WebRun opens Paymo to find projects near their hour budget.
    • Open each active project's time tracking summary
    • Compare logged hours against budgeted hours
    • Flag any project at or above 80 percent and capture the numbers

    Done when Every project at or above 80 percent of its hour budget is listed with the numbers.

  3. 2
    Telegram - alert the team
    telegram.org
    WebRun in Telegram: alert the team
    WebRun opens Telegram to alert the team.
    • Post the flagged projects to the team channel
    • Include logged versus budgeted hours for each
    • Sort with the closest to budget first

    Done when The team channel has today's budget threshold alert in Telegram.

  4. 3
    Twilio - draft a text for the project owner
    twilio.com
    WebRun in Twilio: draft a text for the project owner
    WebRun opens Twilio to draft a text for the project owner.
    • Draft a short text to each flagged project's owner
    • Name the project and how close it is to budget
    • Leave every draft unsent. WebRun never sends a text on its own

    Done when A ready-to-send text draft exists for every flagged project's owner.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.paymoapp.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Budget alert · Telegram
OutputWhat each run produces - A list of projects near or over their hour budget, with a drafted text per project owner.
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

Does it stop time tracking on the project?

No. It only reads logged hours against the budget and reports what's close. Pausing work is left to you.

Does it text the client about the budget?

No. The drafted text goes to the internal project owner only, and it is never sent without your review.

What counts as near budget?

A project where logged hours have reached 80 percent or more of its budgeted hours in Paymo.

Put this on autopilot.

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