BizEquity Automated Engagement Status Digest
Every morning, WebRun opens BizEquity, reads the status of every active engagement, categorizes each as on track, stalled, or ready to deliver, updates the master tracker in Google Sheets, and posts a concise digest to the team Slack channel.
How do I get a daily status summary of all my business valuation engagements?
Every morning, WebRun reads every active BizEquity engagement, categorizes each as on track, awaiting documents, in review, or ready to deliver, updates the master Google Sheets tracker, and posts a concise grouped digest to the team Slack channel so advisors start the day with a clear view of their pipeline.
- Advisors start every day knowing exactly which engagements need attention
- Stalled engagements are flagged before clients notice the delay
- No manual status checks across multiple client files
Built for valuation advisory teams · accounting firms · wealth management advisors · exit planning firms
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
app.bizequity.comin a real browser with your saved login - no setup, no API keys. -
1
BizEquity - read status of all active engagements
bizequity.com
WebRun opens BizEquity to read status of all active engagements. - Open BizEquity and navigate to the engagements list
- For each open engagement, read the current stage, document completion percentage, and any blockers noted
- Categorize each engagement as On Track, Awaiting Documents, In Review, or Ready to Deliver
Done when Every active engagement has a current status category and completion note.
-
2
Google Sheets - update master engagement tracker
google.com
WebRun opens Google Sheets to update master engagement tracker. - Open the master engagement tracker sheet
- Update the status, completion percentage, and last-updated date for each engagement row
- Highlight any engagement that has not advanced in more than 7 days
Done when The master tracker reflects today's status for all open engagements.
-
3
Slack - post daily status digest
slack.com
WebRun opens Slack to post daily status digest. - Post a morning digest to the valuation team channel
- Group engagements by status: On Track, Awaiting Documents, In Review, Ready to Deliver
- Call out any engagement stalled for more than 7 days with the advisor owner named
Done when The team has this morning's engagement status digest in Slack.
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 contact clients or send any external messages?
No. The digest is an internal summary posted to your team Slack channel only. No client-facing messages are sent.
How many engagements can it track at once?
It reads all open engagements in BizEquity on each run, so the digest scales with however many active clients you have.
What counts as stalled?
An engagement is flagged as stalled when its stage has not changed for more than 7 days, based on the last-updated date recorded in the tracker.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.