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Automated Soldo Flagged Transaction Review

Every morning, WebRun opens Soldo, flags card transactions over a wallet's budget or missing a receipt, creates a Trello card on the review board for each, and drafts a WhatsApp alert to the cardholder asking for the missing receipt, left for the finance team to send.

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Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Soldo flag over budget or receiptless transactions
2 Trello log each flagged transaction
3 WhatsApp draft a receipt request
In short

How do I keep on top of flagged Soldo card spend?

WebRun flags Soldo card transactions every morning that go over a wallet's budget or are missing a receipt after 48 hours, logging each to a Trello review board. It drafts a WhatsApp message asking the cardholder for the missing receipt, leaving it for the finance team to review and send.

  • Flagged transactions get a Trello card the same morning they appear
  • Missing receipts get a drafted request within 48 hours while easy to find
  • The review board gives one place to clear every open flag

Built for Finance teams · European small businesses · office managers · controllers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens soldo.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Soldo - flag over budget or receiptless transactions
    soldo.com
    WebRun in Soldo: flag over budget or receiptless transactions
    WebRun opens Soldo to flag over budget or receiptless transactions.
    • Open Soldo and review card transactions from the last 24 hours
    • Flag any over its wallet budget or missing a receipt after 48 hours
    • Note the cardholder, amount, and reason

    Done when Every transaction from the last 24 hours has been checked.

  3. 2
    Trello - log each flagged transaction
    trello.com
    WebRun in Trello: log each flagged transaction
    WebRun opens Trello to log each flagged transaction.
    • Create a Trello card for each flagged transaction on the review board
    • Include cardholder, amount, and reason in the card
    • Move the card to done once resolved

    Done when The review board has a card for every open flagged transaction.

  4. 3
    WhatsApp - draft a receipt request
    whatsapp.com
    WebRun in WhatsApp: draft a receipt request
    WebRun opens WhatsApp to draft a receipt request.
    • Draft a WhatsApp message to the cardholder asking for the missing receipt
    • Reference the transaction amount and merchant
    • Leave it in WhatsApp for the finance team to review and send

    Done when A drafted request exists for every transaction missing a receipt.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
soldo.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Review board · Trello
OutputWhat each run produces - Flagged transactions with cardholder, amount, and reason.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it lock the card or wallet?

No. WebRun only flags and logs the transaction. Locking a card or adjusting a wallet budget stays a decision inside Soldo.

Will it message the cardholder automatically?

No. The receipt request is drafted in WhatsApp and left for the finance team to review and send, never sent on its own.

How long before a missing receipt gets flagged?

48 hours, giving the cardholder normal time to upload it before it shows up as needing a request.

Keep going

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