Spot approval bottlenecks in the pipeline before deals miss their close dates
Every morning, WebRun opens nCino, identifies deals that are waiting for a credit approval, loan committee review, or final sign-off and have been in that waiting state for more than two business days, then posts a bottleneck digest to the lending manager in Slack and sends a direct Telegram alert for any deal with a closing date within 10 business days.
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How do I automatically detect approval bottlenecks in my nCino loan pipeline?
WebRun opens nCino every morning and finds every deal waiting more than two business days for a credit approval, committee review, or final sign-off. It posts a full bottleneck digest to the lending manager in Slack and sends a direct Telegram alert for any stalled deal with a close date within 10 business days, so managers can intervene before any closing is jeopardized.
- Approval bottlenecks are surfaced within 48 hours of a deal stalling
- Deals at risk of missing a close date get an immediate Telegram alert
- Lending managers have a full daily view of every stalled approval without logging into nCino
Built for commercial lending managers · credit administrators · community banks · commercial lenders
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.ncino.comin a real browser with your saved login - no setup, no API keys. -
1
nCino - find deals stuck in approval queues
ncino.com How to Automate nCino
WebRun opens nCino to find deals stuck in approval queues. - Open nCino and navigate to deals in the credit approval, committee review, or approval pending stages
- Identify deals that have been in an approval-wait stage for more than two business days
- Capture the deal name, loan amount, stage, expected close date, and assigned approver or committee
Done when Every deal waiting more than two days for an approval action is identified with its approver and close date.
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2
Slack - post the daily approval bottleneck digest
slack.com How to Automate Slack
WebRun opens Slack to post the daily approval bottleneck digest. - Post the daily approval bottleneck digest to the lending manager channel
- List deals grouped by the approval stage they are stuck in, sorted by days waiting
- Include the assigned approver and expected close date for each deal
Done when The lending manager has today's approval bottleneck digest in Slack with all stalled deals visible.
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3
Telegram - send urgent alerts for deals with imminent close dates
telegram.org How to Automate Telegram
WebRun opens Telegram to send urgent alerts for deals with imminent close dates. - Send a direct Telegram alert for any deal stuck in an approval stage that also has a closing date within 10 business days
- Include the deal name, amount, days waiting, and days to close in the alert message
Done when The lending manager has received a Telegram alert for every approval bottleneck that poses an imminent close-date risk.
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
Does it escalate or override any approval decisions in nCino?
No. WebRun only reads deal status and reports on approval wait times. It never modifies a deal record, approves anything, or bypasses any credit approval workflow in nCino.
What approval stages does it monitor?
It monitors any nCino stage where a deal is waiting for a credit decision, including credit approval, loan committee review, loan board review, and any custom approval stages configured in your institution's nCino workflow.
Why does it use both Slack and Telegram?
Slack gets the full daily digest for review by the lending manager. Telegram delivers an urgent direct alert only for the highest-risk cases where a closing date is within 10 business days, ensuring those deals get immediate attention.
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