Automated Tabby Merchant Settlement Exports
Every morning, WebRun opens the Tabby merchant portal, pulls the latest settlement report with each order's payout and any fees deducted, exports the full breakdown to Google Sheets, and logs a Notion note for any order the report flags as delayed or under review.
How do I export my Tabby settlement report automatically?
WebRun pulls your Tabby merchant settlement report every morning, exports each order's payout and fees to Google Sheets, and logs a Notion note for any order flagged as delayed or under review. It never releases a payout or issues a refund itself, so your settlement ledger stays current without a manual export.
- Every settlement report lands in Sheets without a manual export
- Delayed or flagged orders get a tracked Notion note instead of getting lost
- The monthly settlement total stays current run to run
Built for merchants using Tabby · ecommerce finance teams · retail operations · BNPL merchant partners
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
tabby.aiin a real browser with your saved login - no setup, no API keys. -
1
Tabby - pull the settlement report
tabby.ai
WebRun opens Tabby to pull the settlement report. - Open the Tabby merchant portal and pull the latest settlement report
- Capture the payout total, order references, and fees deducted
- Note any order marked delayed or under review
Done when The settlement report is captured with every order reference.
-
2
Google Sheets - export the payout breakdown
google.com
WebRun opens Google Sheets to export the payout breakdown. - Add a row for each order in the settlement with its payout and fees
- Update the running settlement total for the month
- Skip any order already exported from a prior run
Done when Every order in the report has a row in the settlement sheet.
-
3
Notion - log flagged orders
notion.so
WebRun logs flagged orders in Notion. - Add a note for any order marked delayed or under review
- Include the order reference and what Tabby's report says
- Leave the note open until the order clears in a later report
Done when Every flagged order has a note in Notion.
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 release a payout or issue a refund on flagged orders?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only reads and exports the settlement report, leaving any payout or refund action for you to approve.
What makes an order get a Notion note?
Any order the Tabby settlement report itself marks as delayed or under review. Ordinary settled orders go straight to the Sheets ledger with no note needed.
Does it duplicate orders already exported?
No. It checks the settlement sheet before adding a row, so an order already exported in an earlier report is skipped.
Related templates
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