All templates

Automated Regions Bank Balance Digest

Every night, WebRun opens Regions online banking, checks the current balance and new transactions, notes the day's total spend and deposits, saves a dated export to Google Drive, and texts you the closing balance and totals.

Runs on WebRun · Strict Lockdown policy
Every night at 9:00 PM WebRunorchestrates each step
1 Regions Bank check balance and today's transactions
2 Google Drive save the statement export
3 Twilio text the balance digest
In short

How do I get a nightly Regions Bank balance digest?

WebRun checks your Regions Bank business account every night, reads new transactions and the day's total spend and deposits, saves a dated export to Google Drive, and texts you the closing balance and totals. It never transfers money or pays a bill itself, it only reports on what already happened.

  • You know tonight's balance without opening the app
  • A dated statement archive builds itself in Drive
  • Unusually high spending gets flagged the same night

Built for small business owners · finance managers · Regions Bank business customers · bookkeepers

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 www.regions.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Regions Bank - check balance and today's transactions
    regions.com
    WebRun in Regions Bank: check balance and today's transactions
    WebRun opens Regions Bank to check balance and today's transactions.
    • Open Regions online banking and check the current balance
    • Read new transactions since the last check
    • Note the day's total spend and deposits

    Done when The balance and the day's transactions are captured.

  3. 2
    Google Drive - save the statement export
    drive.google.com
    WebRun in Google Drive: save the statement export
    WebRun opens Google Drive to save the statement export.
    • Save a dated export of the day's balance and transactions to Drive
    • Keep the export organized by month
    • Add the day's file without replacing prior exports

    Done when A dated export for the day is saved to Drive.

  4. 3
    Twilio - text the balance digest
    twilio.com
    WebRun in Twilio: text the balance digest
    WebRun opens Twilio to text the balance digest.
    • Text tonight's closing balance and the day's totals
    • Flag it if spend was well above a normal day
    • Keep the message short enough to read at a glance

    Done when Tonight's balance digest has been sent as a text.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.regions.com
ScheduleRuns automatically on this cadence
Every night at 9:00 PM
DeliveryHow each run's result reaches you
Balance digest · Twilio SMS
OutputWhat each run produces - A nightly balance and spending digest, with an archived statement export in Drive.
Text
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

Will WebRun transfer money or pay a bill from my Regions account?

No. WebRun only reads the balance and transactions and reports them. Transferring funds or paying a bill stays something you do yourself.

What if there were no new transactions?

You still get tonight's text confirming the balance and that nothing new happened, so a quiet day looks the same as a busy one: confirmed, not guessed.

Where can I find past digests?

Every night's export is saved to Drive, organized by month, so you can look back at any past date.

Put this on autopilot.

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