Automated Sage Cash Position Alerts
Every morning, WebRun opens Sage, checks the current cash position and any invoices or bills that just crossed a risk threshold, a large overdue balance or a low cash runway, and posts a digest to Telegram for the owner. If cash drops below a set minimum, it drafts a Twilio text alert for the owner's phone, left for them to review and send.
How do I keep a daily eye on my Sage cash position?
WebRun checks your Sage cash position every morning, flags any invoice or bill that just crossed a risk threshold, and posts a digest to Telegram. If cash drops below the minimum you set, it drafts a Twilio text alert for your phone, leaving it for you to review and send rather than sending it automatically.
- Cash position is checked every morning instead of once a month
- A low cash alert reaches your phone as a draft the same day it happens
- Risk thresholds match your own numbers instead of a generic rule
Built for Small business owners · finance teams · bookkeepers · startup founders
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.sbc.sage.comin a real browser with your saved login - no setup, no API keys. -
1
Sage - check cash position and risk thresholds
sage.com
WebRun opens Sage to check cash position and risk thresholds. - Open Sage and read the current cash position
- Check for invoices or bills that just crossed a risk threshold
- Note the specific amount and reason for each flagged item
Done when Cash position and any threshold breaches have been checked for the day.
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2
Telegram - post the daily cash digest
telegram.org
WebRun opens Telegram to post the daily cash digest. - Post the current cash position to Telegram
- Include any newly flagged overdue balance or risk item
- Keep the digest short enough to read at a glance
Done when The owner has today's cash position in Telegram.
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3
Twilio - draft a low cash text alert
twilio.com
WebRun opens Twilio to draft a low cash text alert. - Check whether cash has dropped below your set minimum
- Draft a text alert for the owner's phone when it has
- Leave it in Twilio for the owner to review and send
Done when A drafted text alert exists whenever cash drops below the minimum.
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 text me automatically?
No. The low cash text is drafted in Twilio and left for you to review and send. WebRun never sends a text on its own.
What counts as a risk threshold?
A cash minimum and an overdue balance size that you set, so the alerts match your own business, not a generic rule.
Does it move money or pay anything?
No. WebRun only reads your Sage cash position and flags what looks risky. Every payment decision stays inside Sage.
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