Carta Automated Option Grant Approval Routing
Every morning, WebRun opens Carta, finds option grants in a pending-approval state, drafts a DocuSign signature request for the required board approver or officer, and posts a Slack reminder to the signatory so approvals never sit idle.
How can I automatically route option grant approvals to the right signatory?
WebRun scans Carta each morning for option grants in a pending-approval state, drafts a DocuSign signature request pre-filled with the grant details, and posts the draft link to your equity Slack channel. Your team reviews and dispatches it. No grant sits unrouted, and nothing is sent to a signatory without human sign-off.
- No option grant sits in a pending state for more than 24 hours
- DocuSign drafts are pre-filled with Carta data and ready for immediate dispatch
- Signatories are notified in Slack with a direct link to the approval request
Built for startup legal teams · equity managers · CFOs · chief of staff
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 grants awaiting board approval
carta.com
WebRun opens Carta to find grants awaiting board approval. - Open Carta and filter equity grants to those with a pending or draft approval status
- Capture the grantee name, grant type, share count, strike price, and vesting schedule
- Identify the required signatory based on your approval policy (CEO, CFO, or board member)
Done when Every pending grant is listed with its details and the correct approver identified.
-
2
DocuSign - draft approval request for the signatory
docusign.com
WebRun opens DocuSign to draft approval request for the signatory. - Draft a DocuSign envelope for each pending grant using your stored grant agreement template
- Pre-fill the grantee details, share count, and vesting schedule from Carta
- Leave the envelope in draft state for your team to review before sending to the signatory
Done when A DocuSign draft envelope exists for every pending grant, ready for your review before dispatch.
-
3
Slack - notify the approver to review and sign
slack.com
WebRun opens Slack to notify the approver to review and sign. - Post a summary to the legal or equity Slack channel listing grants awaiting approval
- Tag the relevant signatory for each grant
- Include a direct link to the DocuSign draft so the approver can act immediately after review
Done when The signatory has been notified in Slack with a direct link to each draft approval request.
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 DocuSign request to the board member without my review?
No. WebRun creates a DocuSign draft and posts the link in Slack for your team to review. The envelope is only sent after a human approves and dispatches it.
What if a grant already has board consent?
WebRun reads the live grant status in Carta each morning. Grants that are already approved or issued are skipped automatically, so only genuinely pending items appear in the daily list.
Can it handle multiple signatories for a single grant?
Yes. The DocuSign draft can include multiple recipients in a defined signing order. Tell WebRun your approval chain once during setup and it applies it to every new grant automatically.
Related templates
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