Automated SoFi Account Balance Digest
Every morning, WebRun opens SoFi, checks your checking, savings, and investment balances plus any new transactions, archives a snapshot to Google Drive, and posts a short digest to Slack so you start the day with a clear money picture.
How do I get a daily summary of my SoFi accounts?
WebRun checks your SoFi checking, savings, and investment balances every morning, archives a snapshot to Google Drive, and posts a short digest to Slack. It never moves money between accounts or places a trade itself, so you start the day with a clear balance picture instead of opening the app to check.
- Every account balance lands in Slack before the day starts
- Large or unusual transactions get flagged the same morning
- A full balance archive builds up automatically in Drive
Built for SoFi members · personal finance trackers · small business owners · solo founders
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.sofi.comin a real browser with your saved login - no setup, no API keys. -
1
SoFi - check account balances
sofi.com
WebRun opens SoFi to check account balances. - Open SoFi and check checking, savings, and invest balances
- Note any large transactions or transfers since the last check
- Capture the total across all connected accounts
Done when Every account balance and new transaction is captured.
-
2
Google Drive - archive the balance snapshot
drive.google.com
WebRun opens Google Drive to archive the balance snapshot. - Save today's balance snapshot to your finance folder
- Append it to the running monthly archive
- Keep prior snapshots untouched
Done when Today's snapshot is archived in Drive.
-
3
Slack - post the digest
slack.com
WebRun opens Slack to post the digest. - Post the total balance and any notable transactions
- Flag anything unusually large since yesterday
- Leave it as a read only digest
Done when Your Slack channel has today's SoFi digest.
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 move money between my SoFi accounts?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only reads balances and transactions and reports on them, leaving any transfer to you.
Does it place trades in my SoFi Invest account?
No. It only reads the account value and reports it in the digest. Any buy, sell, or rebalance stays a decision you make directly in SoFi.
Can I look back at past daily snapshots?
Yes. Every day's balance snapshot is archived in Google Drive, so you have a running record beyond just the Slack digest.
Related templates
Put this on autopilot.
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