Automated Symphony Compliance Message Tracking
Every Monday, WebRun opens Symphony, reviews messages flagged for compliance review across your rooms from the past week, logs each one to a Trello board with its room and sender, and posts the weekly flagged count to Microsoft Teams so the compliance lead has a running view of review volume.
How do I track Symphony's flagged compliance messages weekly?
WebRun reviews Symphony's compliance flagged-message queue every Monday, logs each flagged item to a Trello board with its room, sender, and flag reason, and posts the week's total count to Microsoft Teams. Every actual compliance review decision is made by your compliance team, not by WebRun.
- Flagged messages get a tracked Trello card every week
- Compliance leads see review volume without opening Symphony
- Nothing flagged sits unreviewed past the week it was flagged
Built for Compliance teams · financial services firms · banks and asset managers · risk and legal teams
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
symphony.comin a real browser with your saved login - no setup, no API keys. -
1
Symphony - review flagged messages
symphony.com
WebRun opens Symphony to review flagged messages. - Open Symphony and go to the compliance review queue
- Collect messages flagged in the past week
- Note the room, sender, and flag reason for each
Done when Every flagged message from the week is collected.
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2
Trello - log each item for review
trello.com
WebRun opens Trello to log each item for review. - Create a card on the compliance review board for each flagged message
- Fill in the room, sender, and flag reason
- Leave the review decision to the compliance team
Done when Every flagged message has a Trello card for review.
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3
Microsoft Teams - post the weekly count
microsoft.com
WebRun opens Microsoft Teams to post the weekly count. - Post the week's total flagged count to the compliance channel
- Note the change from the week before
- Link to the Trello board for the full list
Done when The compliance lead has this week's count in Teams.
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
Does WebRun make compliance decisions on flagged messages?
No. It only collects flagged messages and logs them to Trello for review. Every compliance decision is made by a person on your compliance team.
What counts as a flagged message?
Anything Symphony's own review queue has already flagged in the past week. WebRun reads that queue rather than deciding what counts as risky.
Where can the compliance team see the full list?
On the Trello board, which gets a card for every flagged message, linked from the weekly Teams summary.
Related templates
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