Automated Pleo Flagged Spend Review
Every morning, WebRun opens Pleo, flags card transactions missing a receipt or over the category limit, writes the flagged list to a Google Sheet, and logs each one as a page in a Notion review board for the finance team to clear.
How do I keep on top of flagged Pleo spend?
WebRun checks Pleo every morning for card transactions missing a receipt after 48 hours or over their category limit, writes the flagged list to a Google Sheet, and logs each one as a Notion page for the finance team to review. Nothing gets locked or changed inside Pleo, it only surfaces what needs attention.
- Flagged spend is visible in one sheet instead of scattered across Pleo
- Every flagged item gets a Notion page so nothing is cleared twice or missed
- Missing receipts get caught within 48 hours while they are easy to fix
Built for Finance teams · European startups · office managers · controllers
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.pleo.ioin a real browser with your saved login - no setup, no API keys. -
1
Pleo - flag transactions missing a receipt or over limit
pleo.io
WebRun opens Pleo to flag transactions missing a receipt or over limit. - Open Pleo and review card transactions from the last 24 hours
- Flag any missing a receipt after 48 hours or over its category limit
- Note the cardholder, amount, and reason
Done when Every transaction from the last 24 hours has been checked.
-
2
Google Sheets - list the flagged spend
google.com
WebRun opens Google Sheets to list the flagged spend. - Write the flagged transactions to a Google Sheet
- Include the cardholder, amount, and reason for each
- Remove items cleared since the last run
Done when The sheet reflects only currently flagged spend.
-
3
Notion - log a review page for each
notion.so
WebRun opens Notion to log a review page for each. - Add a Notion page to the review board for each flagged item
- Assign it to the cardholder's manager for follow up
- Move the page to done once cleared
Done when The review board has a page for every open flagged transaction.
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 lock the card for flagged spend?
No. WebRun only flags and logs the transaction. Locking a card or requesting a receipt directly stays inside Pleo.
How long before a missing receipt gets flagged?
48 hours, which gives the cardholder time to upload it normally before it shows up as needing review.
Who works through the Notion board?
Whoever you assign, typically the cardholder's manager or the finance team, clears each page once the item is resolved.
Related templates
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