Automated Truist Daily Balance Digest
Every morning, WebRun signs in to Truist business banking, records the current balance and every new transaction since yesterday, creates a Trello card for anything unusually large or unfamiliar, and posts the full summary to Microsoft Teams.
How do I get a daily balance and transaction summary from Truist?
WebRun signs in to Truist business banking each morning, records the current balance, and lists every new transaction since yesterday. It flags anything unusually large or from an unfamiliar payee onto a Trello card, and posts the full daily summary to Microsoft Teams, so your finance team starts the day knowing exactly where the account stands.
- Finance sees the current balance and every new transaction each morning
- Unusual transactions get a Trello card instead of getting buried
- No manual login needed just to check yesterday's activity
Built for small business finance teams · bookkeepers · startup operations
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.truist.comin a real browser with your saved login - no setup, no API keys. -
1
Truist - check balances and new transactions
truist.com
WebRun opens Truist to check balances and new transactions. - Sign in to Truist online business banking and open the operating account
- Record the current balance and list new transactions since yesterday
- Flag any transaction that is unusually large or from an unrecognized payee
Done when The account has a current balance and a full list of new transactions.
-
2
Trello - log flagged transactions as cards
trello.com
WebRun logs flagged transactions as Trello cards. - Create a card on the Finance Review board for each flagged transaction
- Add the amount, payee, and date to the card
Done when Every flagged transaction has a Trello card waiting for review.
-
3
Microsoft Teams - post the daily balance digest
microsoft.com
WebRun posts the daily balance digest to Microsoft Teams. - Post the balance and transaction summary to the finance Teams channel
- Link to the Trello board for anything flagged that day
Done when The finance team has today's balance digest in Microsoft 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
What counts as an unusual transaction?
Anything well above your typical daily spend, or from a payee WebRun has not seen on the account before. You set the threshold, and everything past it gets a Trello card.
Can WebRun move money between Truist accounts or send a payment?
No. WebRun only reads balances and transactions and reports on them. It never initiates a transfer, payment, or withdrawal. Anything that moves money is left for you to do directly in Truist.
Where do flagged transactions go?
Each one gets its own Trello card with the amount, payee, and date, so your team can review and clear it without digging back through the account.
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