Automated Yokoy Flagged Expense Review Queue
WebRun checks Yokoy for expenses flagged during policy review, logs each one to Airtable, and updates a Notion summary so finance always has a current review queue.
How do I keep on top of expenses flagged by Yokoy's policy checks?
WebRun checks Yokoy every morning for expenses flagged during policy review, logs each one to Airtable with the reason and how long it's waited, and updates a Notion summary of the queue by reason and age. Clearing a flagged item stays a human review step inside Yokoy, this just keeps the queue visible and organized.
- The flagged review queue is organized every morning, not left to build up
- Items waiting more than 5 days are called out
- Cleared items drop off automatically without manual cleanup
Built for finance teams · controllers · enterprise expense admins · compliance 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
yokoy.ioin a real browser with your saved login - no setup, no API keys. -
1
Yokoy - check expenses flagged for policy review
- Open Yokoy and list expenses and invoices flagged for policy review
- Note the reason each was flagged
- Check how long each has been waiting for review
Done when Every flagged item is listed with its reason and age.
-
2
Airtable - log each to Airtable
airtable.com
WebRun opens Airtable to log each to Airtable. - Log each flagged item with employee, amount, and reason
- Update the status of anything cleared since the last run
- Keep a running count of days each item has waited
Done when The Airtable log matches Yokoy's current flagged queue.
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3
Notion - update the Notion summary
notion.so
WebRun opens Notion to update the Notion summary. - Update the review queue summary with today's flagged count by reason
- Note anything waiting more than 5 days
- Keep the summary to a glance
Done when The Notion summary reflects today's flagged queue.
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 clear the flagged expense automatically?
No. It only logs and summarizes what Yokoy has already flagged. Clearing or rejecting a flagged expense is still a human review step inside Yokoy.
What flags an expense in the first place?
Yokoy's own policy checks. This automation only reads what's already been flagged and organizes it for review, it doesn't set the policy rules.
How is the queue kept current?
Every run checks the live flagged list in Yokoy, so items cleared since the last run drop off the Airtable log and Notion summary.
Related templates
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