Chase missing financial documents from valuation clients
Every morning, WebRun opens BizEquity, checks each active engagement for outstanding financial documents, cross-references the document tracker in Google Sheets, drafts a polite follow-up email per client in Gmail for advisor review, and posts a chase summary to Slack.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track and chase missing financial documents from business valuation clients?
WebRun checks every active BizEquity engagement each morning for missing financial statements and tax returns, logs the gaps in Google Sheets, drafts a polite follow-up email per client in Gmail for advisor review, and posts a prioritized chase list to Slack so no valuation stalls on missing paperwork.
- No valuation engagement stalls on missing documents
- Advisors review ready-to-send follow-up emails in seconds
- Stalled engagements flagged after 10 days for urgent action
Built for business valuation advisors · accounting firms · financial planners · M&A advisors
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 - check document status per engagement
bizequity.com How to Automate BizEquity
WebRun opens BizEquity to check document status per engagement. - Open BizEquity and navigate to active client engagements
- For each engagement, check the document checklist for missing financial statements, tax returns, and supporting schedules
- Note the client name, engagement ID, advisor owner, and how many days the request has been outstanding
Done when Every active engagement has a document-status note with outstanding items flagged.
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2
Google Sheets - log outstanding items
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log outstanding items. - Open the document-tracker sheet
- Update each row with today's outstanding count and days since the initial request
- Mark any engagement where all documents are now received as complete
Done when The tracker sheet reflects the current document status for all active engagements.
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3
Gmail - draft follow-up emails for advisor review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails for advisor review. - For each client with outstanding documents, draft a polite reminder listing exactly which items are still needed
- Address the draft to the client contact on file and cc the responsible advisor
- Leave every draft unsent in the advisor's Drafts folder for review before sending
Done when One Gmail draft per outstanding client is ready for advisor review. No email is sent without approval.
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4
Slack - post daily chase summary
slack.com How to Automate Slack
WebRun opens Slack to post daily chase summary. - Post a summary to the valuation team channel listing which clients still have outstanding documents
- Include the number of missing items and days outstanding for each client
- Flag any engagement stalled more than 10 days for urgent attention
Done when The team has today's chase 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
Will it email clients automatically?
No. Every client email is drafted in Gmail and left unsent for the advisor to review and approve. WebRun never sends client-facing messages on its own.
How does it know which documents are missing?
It reads the document checklist inside each BizEquity engagement and compares it against the expected items, flagging any that have not been uploaded.
What if a client submitted documents overnight?
It reads live status from BizEquity each morning, so any documents received since the last run are marked complete and that client is skipped in the chase list.
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