Automated Pleo Missing Receipt Chasing
Every morning, WebRun opens Pleo, lists every card expense still missing a receipt, groups them by cardholder, drafts each person a polite Gmail nudge for you to approve, and posts the outstanding total to your finance WhatsApp group.
How do I chase employees for missing Pleo receipts?
WebRun opens Pleo every morning and finds card spend that still has no receipt attached. It groups the gaps by cardholder, drafts each person a polite Gmail nudge for you to approve, and posts the outstanding total to your finance WhatsApp group, so month end starts with a clean expense file.
- Missing receipts get chased the day after the spend, not at month end
- Finance sees the unreceipted total move down every morning
- Nobody has to build the chase list by hand in Pleo
Built for finance teams · bookkeepers · office managers · startups with company cards
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
app.pleo.ioin a real browser with your saved login - no setup, no API keys. -
1
Pleo - find spend with no receipt
pleo.io
WebRun opens Pleo to find spend with no receipt. - Open Pleo and filter expenses to those missing a receipt
- Capture the cardholder, merchant, amount, and date for each
- Group the results by cardholder and count how many days each expense has been outstanding
Done when Every expense without a receipt is listed against the person who spent it.
-
2
Gmail - draft a nudge per cardholder
gmail.com
WebRun opens Gmail to draft a nudge per cardholder. - Draft one email per cardholder listing their own missing receipts with merchant, amount, and date
- Keep the tone short and friendly, and link back to Pleo so they can upload in one tap
- Leave every message as a Gmail draft for you to review. WebRun never emails a colleague on its own
Done when A draft nudge is waiting in Gmail for every cardholder with missing receipts.
-
3
WhatsApp - post the outstanding list
whatsapp.com
WebRun opens WhatsApp to post the outstanding list. - Post the total value of spend still unreceipted to your finance WhatsApp group
- List the top offenders and the oldest outstanding expense
- Note how the number moved since yesterday so the group can see progress
Done when Your finance group has today's unreceipted total and the oldest items.
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 it email my team without me seeing it first?
No. Every nudge is left as a Gmail draft for you to read and send. WebRun writes the list and the wording, and you decide who actually gets a message.
Does it change anything in Pleo?
No. WebRun only reads your expense list in Pleo. It never edits an expense, approves spend, changes a card limit, or exports to your accounting system.
What if someone uploads the receipt overnight?
They drop off the list. WebRun reads live Pleo data at the start of every run, so anyone who has caught up gets no nudge that morning.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.