Hand off flagged Santander transactions to finance
Every hour, WebRun opens Santander, flags transactions above the threshold you set, saves the flagged list to Google Drive, and texts your finance lead through Twilio so review happens the same day instead of at month end.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I route flagged Santander transactions to finance for review?
WebRun checks Santander every hour for transactions above the threshold you set, saves the flagged list to Google Drive, and texts your finance lead through Twilio the same day. It never reverses, freezes, or moves a transaction itself, so review happens quickly while the final call always stays with your finance lead.
- Flagged transactions reach finance within the hour
- Every flagged item is archived, not just texted and forgotten
- Routine transactions stay quiet since only threshold breaches alert
Built for finance teams · small business owners · bookkeepers · corporate finance
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.santander.comin a real browser with your saved login - no setup, no API keys. -
1
Santander - flag transactions above threshold
santander.com
WebRun opens Santander to flag transactions above threshold. - Open Santander online banking and pull the latest transactions
- Flag anything above your set threshold
- Note the amount, payee, and time for each
Done when Every transaction above the threshold is captured.
-
2
Google Drive - save the flagged list
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to save the flagged list. - Save the flagged transaction list to the finance folder
- Append it to the running monthly log
- Keep prior days' entries untouched
Done when Today's flagged transactions are archived in Drive.
-
3
Twilio - text the finance lead
twilio.com How to Automate Twilio
WebRun opens Twilio to text the finance lead. - Check whether anything new was flagged this hour
- Text the finance lead only when there's something new
- Include the amount and payee in the message
Done when The finance lead is texted about any new flagged transaction.
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 reverse or freeze a flagged transaction itself?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only flags and logs a transaction, leaving any account action to your finance lead.
How is the review threshold set?
You choose the amount when you turn the workflow on, and WebRun only flags a live Santander transaction when it crosses that threshold.
Does the finance lead get texted for every flagged item?
No. Twilio only fires when something new is flagged that hour, so they aren't paged repeatedly for the same items.
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