Automated Sendwave Recipient Setup Tracking
When you add a new Sendwave recipient, WebRun checks identity and payout method verification status, saves the current verification documents to Google Drive, and posts a live setup checklist to Slack so your team can see what is blocking the first transfer.
How do I track verification setup for a new Sendwave recipient?
WebRun checks a new Sendwave recipient's verification, reading identity and payout method status, and lists any step still outstanding. It saves the current verification documents to Google Drive and posts a live setup checklist to Slack, so your team can see exactly what is blocking the first transfer to that recipient.
- Every verification step is checked without you logging in yourself
- Verification documents stay organized in Drive
- Your team sees exactly what is blocking the first transfer
Built for Sendwave senders · remittance businesses · families sending money abroad · personal finance tracking
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.sendwave.comin a real browser with your saved login - no setup, no API keys. -
1
Sendwave - check recipient verification status
sendwave.com
WebRun opens Sendwave to check recipient verification status. - Open Sendwave and go to the new recipient's profile
- Check identity verification and payout method status
- Note any step still outstanding
Done when Every setup step is checked and its status recorded.
-
2
Google Drive - save verification documents
drive.google.com
WebRun opens Google Drive to save verification documents. - Save the recipient's verification documents to a dated folder in Drive
- Keep the recipient name and status noted with it
- Replace the file whenever a document is updated
Done when The current verification documents are saved to Drive.
-
3
Slack - post setup progress
slack.com
WebRun opens Slack to post setup progress. - Post the setup checklist with each step marked done or outstanding
- Flag whichever step is blocking the first transfer to this recipient
- Update the same message as steps complete
Done when The team has an up to date setup checklist in Slack.
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 WebRun send money to the new recipient once verified?
No. WebRun only checks verification status and reports it. Sending a transfer stays something you do yourself once you are ready.
What if a verification step needs a document not yet provided?
It gets listed as outstanding on the checklist rather than skipped, so nothing sits unfinished without you knowing.
Can I track more than one recipient at a time?
Yes. Run it again for each new recipient, and each one gets its own checklist and saved documents.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.