Carta Automated Equity Data Entry From Email
Every morning, WebRun scans your Gmail for equity-related emails (grant notices, term sheet summaries, conversion confirmations), extracts the key data fields, prepares a structured Carta entry draft, and logs the raw email data to a Google Sheet so your equity manager has everything ready to post with minimal manual work.
How can I automatically extract equity data from emails and prepare Carta entries?
Every morning, WebRun scans Gmail for equity action emails such as grant notices and conversion confirmations, extracts the key fields, logs them to a Google Sheet for audit, and opens the relevant Carta entry screen with those fields pre-populated. Your equity manager reviews and submits each draft. No cap table entry is posted without human sign-off.
- Equity action emails are processed and Carta screens pre-filled within hours of arrival
- A Google Sheet audit log tracks every extracted email with processing status
- Equity managers spend minutes reviewing rather than hours transcribing from email
Built for equity managers · startup legal teams · cap table administrators · finance 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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - scan for equity action emails and extract key fields
gmail.com
WebRun opens Gmail to scan for equity action emails and extract key fields. - Open Gmail and search for unprocessed equity-related emails using configured labels or keywords
- For each email, identify the action type: grant notice, conversion, repurchase, or transfer
- Extract key fields: party name, email, share count, price, date, share class, and round name
Done when All new equity action emails are read and their key data fields extracted.
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2
Google Sheets - log raw extracted data for audit and review
google.com
WebRun opens Google Sheets to log raw extracted data for audit and review. - Append each extracted email record to the equity actions log Google Sheet
- Columns: date received, action type, party, shares, price, round, email subject, and processing status
- Mark each row as 'pending Carta entry' until your equity manager confirms it has been posted
Done when All extracted email data is logged in the Google Sheet and marked as pending Carta entry.
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3
Carta - open the relevant entry screen with fields pre-populated for review
carta.com
WebRun opens Carta to open the relevant entry screen with fields pre-populated for review. - Open the relevant Carta entry screen for the action type (e.g. issue securities, record transfer)
- Pre-populate the available fields with the extracted data for your equity manager to review
- Leave the Carta entry in draft state for your equity manager to verify and submit
Done when Each Carta entry screen is open and pre-filled, ready for equity manager review and submission.
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 post equity entries to Carta without my equity manager reviewing them?
No. WebRun pre-populates the Carta entry screens and leaves them in draft for your equity manager to verify and submit. No entry is posted to the live cap table without a human completing the submission.
How does it identify equity action emails in Gmail?
You configure a Gmail label or set of keywords during setup (e.g. 'grant notice', 'term sheet', 'equity confirmation'). Only emails matching those criteria are processed. All others are ignored.
What if the email is missing a required field for the Carta entry?
WebRun logs the incomplete extraction in the Google Sheet with a 'needs review' flag and leaves the Carta entry open with the fields it was able to extract. Your equity manager completes the missing fields before submitting.
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