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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
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.

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

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.