Automated Pilot Monthly Close Handoff
When Pilot finishes categorizing last month's transactions, WebRun saves the categorized summary and any items flagged needs review to a Google Drive folder, and drafts a Twilio text to the founder letting them know the books are ready and what needs their input, left for them to send.
How do I get notified when my Pilot monthly close is ready?
WebRun checks Pilot each month for a finished close, saves the categorized summary and any items flagged needs review to Google Drive, and drafts a Twilio text letting the founder know the books are ready. It names exactly what needs their input, leaving the text for them to review and send.
- The founder learns the books are ready the same day Pilot finishes, not weeks later
- Items needing review are named specifically instead of requiring a full re read
- Every month's close summary is filed and easy to find in Google Drive
Built for Startup founders · finance leads · operators · early stage companies
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
app.pilot.comin a real browser with your saved login - no setup, no API keys. -
1
Pilot - check the finished monthly close
pilot.com
WebRun opens Pilot to check the finished monthly close. - Open Pilot and check whether last month's close is marked complete
- Read the categorized transaction summary
- Note any item flagged needs review
Done when The finished close and any items needing review have been captured.
-
2
Google Drive - save the close summary
drive.google.com
WebRun opens Google Drive to save the close summary. - Save the categorized summary to a Google Drive folder for the month
- Include the list of items flagged needs review
- Keep prior months in their own dated folders
Done when This month's close summary is saved and organized in Google Drive.
-
3
Twilio - draft a ready to review text
twilio.com
WebRun opens Twilio to draft a ready to review text. - Draft a text to the founder saying the books are ready
- Name what specifically needs their input, if anything
- Leave it in Twilio for the founder to review and send
Done when A drafted ready to review text exists for every finished close.
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 categorize transactions itself?
No. Pilot's bookkeepers do the categorizing. WebRun only checks when they are done and hands off the summary.
Will it text the founder automatically?
No. The ready to review text is drafted in Twilio and left for the founder to review and send, never sent on its own.
What if nothing needs review?
The handoff still happens with a note that the close is clean, so the founder knows the books are ready either way.
Related templates
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