Automated Auto Lending Deal Data Entry From Email
Every hour, WebRun scans your Gmail inbox for dealer emails containing deal submissions or buyer worksheets, extracts the key fields such as buyer name, vehicle, requested amount, and dealer code, populates a Google Sheet staging log, and flags the row for a processor to verify before the deal is entered into RouteOne.
How do I automatically extract deal data from dealer emails and stage it for RouteOne entry?
WebRun scans your Gmail inbox hourly for dealer deal submission emails, extracts key fields such as buyer name, vehicle, and requested amount, and populates a Google Sheet staging log. A processor reviews and approves each row before the deal is entered into RouteOne, eliminating manual re-keying while keeping a human in control of every submission.
- Deal data from dealer emails is staged within an hour of receipt rather than waiting for a processor to manually key it
- Rows with missing or unclear fields are flagged immediately so the processor knows exactly what to fix
- Processors spend time reviewing and approving rather than re-keying data from email threads
Built for auto lenders · lending processors · indirect lending operations · dealer services teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - scan inbox for dealer deal submission emails
gmail.com
WebRun opens Gmail to scan inbox for dealer deal submission emails. - Open Gmail and scan the inbox for emails tagged or from known dealer email domains arriving since the last run
- Identify emails containing deal submission details such as buyer name, VIN, requested amount, and trade information
- Extract the key data fields from each email body or attachment summary
Done when All dealer deal submission emails from the past hour are identified and data fields extracted.
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2
Google Sheets - extract fields into structured staging log
google.com
WebRun opens Google Sheets to extract fields into structured staging log. - Open the Deal Staging Log sheet and add a new row for each extracted deal
- Populate the buyer name, dealer code, vehicle year and make, requested loan amount, and source email timestamp
- Flag any row where a required field is missing or could not be clearly extracted for processor review
Done when Every extracted deal is logged in the staging sheet with a complete or flagged-incomplete status.
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3
RouteOne - flag records ready for processor verification and entry
routeone.com
WebRun opens RouteOne to flag records ready for processor verification and entry. - After a processor reviews and approves a staging row, open RouteOne and prepare the deal entry form with the verified fields pre-filled
- Do not submit any application to RouteOne without processor review and explicit approval of the staged data
- Mark the Google Sheet row as submitted once the processor confirms entry
Done when All processor-approved staging rows have been prepared for RouteOne entry and marked as submitted.
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 it submit deals to RouteOne without a processor checking the data?
No. WebRun extracts and stages the data for review. A processor must verify the staged row and explicitly approve it before any application is entered into RouteOne.
What happens when a field cannot be clearly extracted from the email?
The staging row is flagged as incomplete with a note on which field is missing. The processor sees the flag immediately and can correct the data before approving the row for entry.
How does it know which emails are deal submissions and not general dealer correspondence?
You configure the filter rules during setup: specific dealer domains, subject line keywords, or a dedicated Gmail label. WebRun only processes emails that match those criteria.
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