Automated WorldFirst Weekly FX Summary
Every Monday, WebRun opens the WorldFirst account, lists the week's currency conversions and transfers with their rates, logs each one to a running Google Sheets FX tracker, and emails the finance lead a summary of the total transferred and the average rate.
How do I track my weekly WorldFirst currency transfers and rates?
WebRun checks your WorldFirst account every Monday, lists the week's currency conversions and transfers with their rates, and logs each one to a running Google Sheet FX tracker. It then emails the finance lead a summary of the total transferred and the average rate achieved, so cross-border payment activity is visible without logging in.
- Every transfer and rate is logged automatically to Sheets
- Finance sees the week's average rate without opening WorldFirst
- Transfer history builds into one running tracker over time
Built for ecommerce sellers · finance leads · cross-border businesses
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.worldfirst.comin a real browser with your saved login - no setup, no API keys. -
1
WorldFirst - pull the week's transfers and conversions
worldfirst.com
WebRun opens WorldFirst to pull the week's transfers and conversions. - Open the WorldFirst account and list this week's currency conversions and transfers
- Record the amount, currency pair, and rate for each
- Note the average rate achieved for the week
Done when Every transfer and conversion this week is captured with its rate.
-
2
Google Sheets - log each transfer to the FX tracker
google.com
WebRun logs each transfer to the Google Sheets FX tracker. - Append each transfer to the running FX Tracker sheet
- Update the week's average rate column
Done when This week's transfers are logged in the FX Tracker.
-
3
Gmail - email the weekly FX summary
gmail.com
WebRun emails the weekly FX summary through Gmail. - Email the finance lead a summary of total transferred and the average rate
- Link to the updated FX Tracker sheet
Done when Finance has this week's FX summary in their inbox.
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 it track more than one currency pair?
Yes. Every conversion and transfer from the week is logged with its own currency pair and rate, so the tracker covers all of them, not just your main pair.
Will WebRun execute a currency conversion or send a transfer?
No. WebRun only reads transfers and conversions that already happened in WorldFirst and reports on them. It never books a trade, initiates a transfer, or moves money on its own.
How do I know if I'm getting a good rate?
The weekly summary shows the average rate you achieved, so you can compare it against the market and decide whether to adjust timing next week. That decision stays yours.
Related templates
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