Carta Automated Equity Plan Amendment Approval Routing
Every morning, WebRun opens Carta, finds equity plan amendments in a pending or draft state, identifies the board members and legal reviewers required to approve each amendment, drafts personalised Gmail approval request emails for each reviewer, and posts a coordination summary to the legal Slack channel for your team to oversee the approval cycle.
How can I automatically route equity plan amendment approvals to board members and legal?
Every morning, WebRun checks Carta for equity plan amendments in a pending state, identifies the required reviewers based on your approval matrix, and drafts personalised Gmail approval request emails for each reviewer. It then posts a coordination summary to your legal Slack channel. Your legal team reviews every draft before any email goes to a board member or outside counsel.
- Draft equity plan amendments are routed to the right reviewers the same morning they are filed in Carta
- Legal team gets Gmail drafts pre-filled with amendment details, ready to review and send
- Slack coordination summary gives the general counsel an instant overview of the approval pipeline
Built for legal teams · general counsel · startup CFOs · equity managers
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.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - find draft equity plan amendments awaiting approval routing
carta.com
WebRun opens Carta to find draft equity plan amendments awaiting approval routing. - Open Carta and check for equity plan amendments in a draft or pending-approval state
- Capture the amendment type (pool increase, plan extension, new grant type), the requesting party, and the proposed effective date
- Identify the required reviewers: board members, outside counsel, and any internal officers who must approve
Done when All pending equity plan amendments are found and the required reviewers identified for each.
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2
Gmail - draft approval request email for each required reviewer
gmail.com
WebRun opens Gmail to draft approval request email for each required reviewer. - Draft a personalised approval request email for each required reviewer
- Include the amendment summary, proposed effective date, a brief description of the change, and a link to the relevant Carta record
- Leave each email as a Gmail draft for your legal team to review and personalise before sending
Done when A personalised Gmail draft approval request exists for every required reviewer, pending legal team dispatch.
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3
Slack - post coordination summary to legal channel
slack.com
WebRun opens Slack to post coordination summary to legal channel. - Post a coordination summary to the legal Slack channel listing each pending amendment and its required reviewers
- Note how many draft emails are ready for review and the proposed effective dates
- Tag the general counsel and equity manager to initiate the dispatch review
Done when Legal has a Slack coordination message with the full approval routing plan and a count of ready drafts.
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 approval request emails to board members without legal review?
No. WebRun creates Gmail drafts and posts a Slack summary. Your legal team reviews each draft, personalises the message, and decides when to send it. Nothing goes to a board member until your team acts.
What types of equity plan amendments does it handle?
WebRun handles any amendment visible in Carta's equity plan section, including option pool increases, plan term extensions, and additions of new security types. You can scope it to specific amendment types during setup.
How does it know which reviewers are required for a given amendment?
You configure the approval matrix during setup: which amendment types require board-only approval, which need outside counsel, and which need an officer sign-off. WebRun applies that matrix to each new amendment it finds in Carta.
Related templates
Put this on autopilot.
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