BizEquity Automated Compliance Deadline Tracker
Every Monday, WebRun reads compliance deadline dates from the Google Sheets engagement tracker, cross-references each client against their BizEquity valuation status, creates or updates deadline events in Google Calendar, and posts a weekly alert list to Slack so no advisor misses a reporting or review obligation.
How do I track compliance deadlines tied to business valuation engagements and alert advisors before they pass?
Every Monday, WebRun reads upcoming compliance deadlines from the engagement tracker in Google Sheets, checks BizEquity for the current valuation status of each client, creates deadline reminders in Google Calendar, and posts a prioritized alert list to Slack so no advisor misses an estate-plan update, buy-sell review, or lender reporting obligation.
- No compliance deadline passes without an advance Slack alert
- Advisors know 30 days out which clients need a valuation refresh
- Google Calendar holds every deadline so nothing relies on memory
Built for valuation advisors · estate planning attorneys · business bankers · accounting firms · exit planning consultants
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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read compliance deadline dates per client
google.com
WebRun opens Google Sheets to read compliance deadline dates per client. - Open the engagement compliance tracker sheet
- Read each client's upcoming deadline dates for estate-plan updates, buy-sell agreement reviews, and lender valuation reports
- Flag any deadline falling within the next 30 days
Done when All compliance deadlines within the next 30 days are identified from the tracker.
-
2
BizEquity - check current valuation status for each flagged client
bizequity.com
WebRun opens BizEquity to check current valuation status for each flagged client. - For each client with a flagged deadline, check BizEquity for the current valuation status and the date of the most recent completed report
- Note whether the valuation is current enough to meet the upcoming obligation
- Flag clients who will need a fresh valuation before the deadline
Done when Each flagged client is marked as valuation current or valuation refresh needed.
-
3
Google Calendar - create or update deadline reminder events
calendar.google.com
WebRun opens Google Calendar to create or update deadline reminder events. - For each deadline event, check whether a reminder already exists in Google Calendar
- Create a new reminder event if none exists, set 14 days before the deadline, assigned to the responsible advisor
- Update the event description with the valuation status and whether a refresh is needed
Done when A Google Calendar reminder exists for every flagged compliance deadline.
-
4
Slack - post weekly compliance deadline alert
slack.com
WebRun opens Slack to post weekly compliance deadline alert. - Post the weekly compliance deadline alert to the advisory team channel
- List clients with deadlines in the next 30 days, sorted by date
- Flag any client whose valuation needs refreshing before the deadline, with the advisor's name
Done when The team has this week's compliance deadline alert list 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
Where do the compliance deadline dates come from?
They come from the Google Sheets engagement tracker that your team maintains. WebRun reads the dates from there and alerts advisors when deadlines are approaching.
Does it file any compliance reports automatically?
No. WebRun alerts and tracks deadlines only. Filing a report or submitting a valuation to a lender or estate attorney is always done by the advisor after review.
How far in advance does it alert advisors?
It flags deadlines within 30 days in the weekly Slack digest and creates Google Calendar reminders 14 days before each deadline so advisors have enough lead time to act.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.