Chase employees for missing equity agreement signatures
Every Monday, WebRun opens Carta, finds employees who have outstanding unsigned equity agreements, posts a chase list to your HR Slack channel, and drafts a Twilio SMS reminder for each employee for your team to review and send, so no grant sits unsigned for weeks.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically chase employees for unsigned equity agreements?
Every Monday, WebRun checks Carta for unsigned option and stock agreements, groups them by how long they have been outstanding, and posts a prioritised chase list to your HR Slack channel. For agreements over 7 days unsigned, it drafts a Twilio SMS reminder for your HR team to review and send. No employee is contacted without human approval.
- Unsigned agreements are surfaced in a prioritised Slack chase list every Monday
- Agreements over 7 days outstanding get a Twilio SMS draft ready for HR to send
- No employee is messaged without HR review and approval
Built for HR teams · equity managers · startup operations · legal teams
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
app.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - find unsigned option and stock agreements
carta.com How to Automate Carta
WebRun opens Carta to find unsigned option and stock agreements. - Open Carta and filter equity grants to those with an unsigned or pending-acceptance status
- Capture the employee name, grant date, grant type, and how many days the agreement has been outstanding
- Group by how long the agreement has been unsigned: under 7 days, 7 to 14 days, and over 14 days
Done when All unsigned equity agreements are listed and grouped by time outstanding.
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2
Slack - post employee chase list to HR channel
slack.com How to Automate Slack
WebRun opens Slack to post employee chase list to HR channel. - Post a chase list to the HR Slack channel sorted by longest outstanding first
- Flag employees whose agreements are over 14 days unsigned for escalation
- Tag the HR lead and equity manager so they can follow up directly with the employee's manager
Done when HR has a current, prioritised chase list in Slack with escalation flags for overdue items.
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3
Twilio - draft SMS reminder for HR approval before sending
twilio.com How to Automate Twilio
WebRun opens Twilio to draft SMS reminder for HR approval before sending. - Draft an SMS reminder for each employee with an outstanding agreement over 7 days
- Include the employee name, a brief note about the unsigned equity agreement, and a link to Carta to sign
- Leave each SMS in draft state for your HR team to review and approve before sending
Done when An SMS draft exists for every employee with an agreement outstanding more than 7 days, awaiting HR approval.
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 SMS reminders to employees without HR approval?
No. WebRun creates Twilio SMS drafts and posts them to Slack for HR review. No message is sent to an employee until a human on your HR team approves and triggers the send.
What if an employee has already signed since the last check?
WebRun reads the live grant status in Carta each Monday. Employees who have signed are removed from the chase list automatically on the next run. Only genuinely unsigned agreements appear.
Can it send email reminders instead of SMS?
Yes. You can configure WebRun to draft Gmail reminders instead of Twilio SMS, or to use both channels. The Slack chase list is always sent to your HR team regardless of the external channel you choose.
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