Automated Robinhood Statement Archiving
Every Monday, WebRun opens Robinhood, checks the account documents for statements, tax forms and trade confirmations issued since the last run, saves each one into your Microsoft Teams finance folder named by account, type and period, and texts you a short list of what was filed.
How do I automatically save my brokerage statements and tax documents?
WebRun files your Robinhood paperwork every Monday. It collects the statements, tax documents and trade confirmations issued since the last run, saves each into your Microsoft Teams finance folder named by account, type and period, and texts you what was filed, so tax time is one folder rather than a scramble.
- Every statement is filed the week it is issued
- Tax documents land in one folder before April
- No trades are placed and no funds are moved, only documents read
Built for individual investors · accountants · bookkeepers · family finance organisers
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
robinhood.comin a real browser with your saved login - no setup, no API keys. -
1
Robinhood - collect new documents
robinhood.com
WebRun opens Robinhood to collect new documents. - Open Robinhood and go to the account documents
- List the statements, tax documents and trade confirmations issued since the last run
- Download each new document
- Note the account, the document type and the period it covers
- Skip anything already filed, and never place, cancel or modify a trade
Done when Every newly issued document has been collected with its account and period.
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2
Microsoft Teams - file them by period
microsoft.com
WebRun opens Microsoft Teams to file them by period. - Open the finance channel's files area and the folder for the tax year
- Save each document named by account, type and period
- Keep tax documents in their own subfolder so April is a single place to look
- Never overwrite or delete a document already filed
Done when Every new document sits in the right folder with a consistent name.
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3
Twilio - text what was filed
twilio.com
WebRun opens Twilio to text what was filed. - Text the account holder the documents filed this week by type
- Note when a tax document has appeared, because that one has a deadline attached
- Send only to your own number. WebRun never contacts a broker or shares a document outside the folder
Done when You know what was filed without opening the folder.
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
Can it trade or move money?
No. WebRun only reads and downloads your own account documents. It never places, cancels, or modifies a trade, and it never transfers or withdraws funds.
Where do the documents end up?
In the Microsoft Teams finance folder you point it at, named by account, type and period, with tax documents kept in their own subfolder so April is one place to look.
Will it re-download the same statement each week?
No. WebRun records what it has already filed and collects only documents issued since the previous run, and it never overwrites a file already in the folder.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.