All templates
For agencies, professional services firms & finance leads

Export your Productive profitability numbers automatically

Every Monday, WebRun reads budget, actual cost, and margin for every active Productive project, flags anything running negative, checks Notion for a scope change note that explains the shortfall, and exports one row per project to an Airtable profitability table.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 Productive read budget, actuals, and margin per project
2 Notion check scope notes on negative margin projects
3 Airtable export the profitability table
Run a sample
In short

How do I export Productive project profitability automatically?

Every Monday, WebRun reads budget, actual cost, and margin for every active Productive project, flags anything running negative, and checks Notion for a scope change note that explains the shortfall. It then exports one row per project, with the full numbers and note status, to an Airtable profitability table.

  • Negative margin projects are caught every Monday, not at month end
  • Scope change context is pulled in automatically next to the numbers
  • A running Airtable history replaces manual profitability spreadsheets

Built for agencies · professional services firms · finance leads · operations managers

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.productive.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    Productive - read budget, actuals, and margin per project
    productive.io
    WebRun in Productive: read budget, actuals, and margin per project
    WebRun opens Productive to read budget, actuals, and margin per project.
    • Open the projects overview
    • Read budget, actual cost, and margin for each active project
    • Flag anything with negative margin

    Done when Every active project's budget, actuals, and margin are captured.

  3. 2
    Notion - check scope notes on negative margin projects
    notion.so How to Automate Notion
    WebRun in Notion: check scope notes on negative margin projects
    WebRun opens Notion to check scope notes on negative margin projects.
    • For each project flagged with negative margin, open its brief
    • Check for a logged scope change note
    • Note whether one explains the shortfall

    Done when Every negative margin project has been checked for a scope change note.

  4. 3
    Airtable - export the profitability table
    airtable.com How to Automate Airtable
    WebRun in Airtable: export the profitability table
    WebRun opens Airtable to export the profitability table.
    • Open the Profitability table
    • Export one row per project with budget, actuals, and margin
    • Add the scope note status for each

    Done when This week's profitability export is saved in Airtable.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.productive.io
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Profitability export · Airtable
OutputWhat each run produces - An Airtable row per project with budget, actuals, margin, and whether a scope note explains a shortfall.
Table
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 change any budgets or costs?

No. It only reads what's already in Productive and reports it. Adjusting a budget is left to the project owner.

How does it decide a project is running negative?

It compares actual cost against budget for each project inside Productive, not an outside estimate.

Does it explain why a project is over budget?

It checks Notion for a scope change note you've already logged. It does not invent a reason if none exists.

Put this on autopilot.

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