BizEquity Automated Valuation Approval Routing
Every morning, WebRun scans BizEquity for valuations that have reached the Ready for Review stage, looks up the correct internal approver in Google Sheets based on client type and valuation size, drafts the review request email in Gmail, and pings the reviewer in Slack with the engagement details.
How do I automatically route business valuation reports to the right internal approver?
Every morning, WebRun finds BizEquity valuations in Ready for Review status, looks up the correct internal approver in Google Sheets by client type and deal size, drafts the review request email in Gmail for the advisor to approve, and pings the reviewer in Slack with the engagement details and a direct link.
- Every completed valuation reaches the right reviewer the same morning it is flagged
- No engagement waits in the wrong inbox for days
- Routing rules live in a spreadsheet any admin can update
Built for valuation advisory firms · multi-advisor accounting practices · exit planning teams · wealth management 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
app.bizequity.comin a real browser with your saved login - no setup, no API keys. -
1
BizEquity - identify valuations ready for internal review
bizequity.com
WebRun opens BizEquity to identify valuations ready for internal review. - Open BizEquity and filter engagements to those with the status Ready for Review
- For each, capture the client name, business type, total enterprise value estimate, and the originating advisor
- Note the date the engagement entered the review stage
Done when All engagements in Ready for Review status are listed with their details.
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2
Google Sheets - look up correct approver by client type and size
google.com
WebRun opens Google Sheets to look up correct approver by client type and size. - Open the approver routing matrix sheet
- Match each engagement to the correct reviewer based on business type (e.g. manufacturing, retail, professional services) and valuation size tier
- Note the reviewer name and Slack handle
Done when Each pending-review engagement is matched to a named internal approver.
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3
Gmail - draft review request for the approver
gmail.com
WebRun opens Gmail to draft review request for the approver. - Draft a review request email addressed to the matched approver
- Include the client name, business type, key value estimates, and a link to the BizEquity engagement
- Leave the draft unsent for the originating advisor to review before it goes to the approver
Done when One review request draft per engagement is queued in Gmail Drafts for advisor review before sending.
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4
Slack - notify approver with engagement details
slack.com
WebRun opens Slack to notify approver with engagement details. - Post a direct Slack message to the matched approver with the client name, valuation size, and a link to the BizEquity engagement
- Include a note on the deadline for the review if one is set
- Copy the originating advisor so they know the routing has been triggered
Done when The approver has been notified in Slack and the originating advisor is copied.
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 send the review request email to the approver without the advisor checking it first?
No. The review request email is drafted and left for the originating advisor to review before it is sent to the internal approver. Nothing goes to the approver automatically.
How do I update the routing rules when our team changes?
The routing matrix is a simple Google Sheets table. Update the approver names and Slack handles there and the next run picks up the changes immediately.
What if an engagement sits in Ready for Review for more than two days?
WebRun re-flags it in the next morning run and posts a follow-up note in Slack to the originating advisor so nothing sits unreviewed.
Related templates
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