Carta Automated Option Exercise Window Reminders
Every morning, WebRun opens Carta, identifies former employees with unexercised options whose post-termination exercise window is closing within 90 days, drafts a reminder email for your review, and logs the deadline in a Google Sheet tracker.
How can I remind departing employees about their option exercise deadline?
Every morning, WebRun checks Carta for former employees whose option exercise window is closing within 90 days, drafts a personalised Gmail reminder with their grant details and expiry date, and logs the deadline in a Google Sheet. Your HR team reviews each draft before sending. No email goes out without human approval.
- No departing employee misses their option exercise deadline
- Gmail drafts are pre-filled with grant details and ready for HR to review in minutes
- A Google Sheet tracks every expiry with draft status so nothing falls through the cracks
Built for HR teams · legal counsel · equity managers · startup CFOs
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 departing holders with closing exercise windows
carta.com
WebRun opens Carta to find departing holders with closing exercise windows. - Open Carta and filter terminated stakeholders with outstanding unexercised options
- Calculate the post-termination exercise window expiry for each grant
- Flag any windows closing within 90 days as requiring a reminder
- Capture the holder name, contact email, share count, strike price, and expiry date
Done when All former employees with exercise windows closing in 90 days are listed with their details.
-
2
Gmail - draft exercise-window reminder for HR review
gmail.com
WebRun opens Gmail to draft exercise-window reminder for HR review. - Draft a personalised exercise-window reminder email for each flagged holder
- Include their grant details, expiry date, exercise steps, and a link to Carta
- Leave each email as a Gmail draft for your HR or legal team to review before sending
Done when A Gmail draft reminder exists for every holder with a closing window, ready for human review.
-
3
Google Sheets - log each expiry deadline for tracking
google.com
WebRun opens Google Sheets to log each expiry deadline for tracking. - Append each flagged holder to the exercise-window tracking sheet
- Record name, expiry date, shares, strike price, and whether a reminder draft has been created
- Mark any entries that have already had reminders sent in a prior run
Done when The tracking sheet is up to date with all holders facing expiring windows and their draft status.
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 exercise reminder to the former employee without my approval?
No. WebRun creates Gmail drafts and leaves them for your HR or legal team to review. No email is sent to a former employee until a human opens the draft and clicks Send.
How far in advance does it start creating reminders?
WebRun flags exercise windows closing within 90 days. You can adjust this window during setup. Drafts are created once per holder so the same person is not duplicated each day.
What if the former employee has already exercised their options?
WebRun reads the live grant status in Carta each morning. Fully exercised or expired grants are excluded automatically, so drafts are only created for holders with genuinely outstanding unexercised shares.
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