Get a daily digest of where every loan deal stands in the pipeline
Every morning, WebRun opens nCino, reads the stage, assigned officer, loan amount, and last-activity date for every active deal in the pipeline, then posts a structured digest to the lending team Slack channel grouped by pipeline stage so everyone starts the day knowing exactly where each deal stands.
- No credit card
- Under $0.01 per run
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How do I get a daily nCino loan pipeline digest in Slack?
WebRun opens nCino every morning and reads every active deal in the loan pipeline, capturing the stage, assigned officer, loan amount, and days in the current stage. It then posts a structured Slack digest grouped by pipeline stage, with stale deals called out separately, so your lending team starts each day aligned on the full book.
- The whole lending team starts the day with a single-view pipeline snapshot
- Stale deals are flagged before they become at-risk opportunities
- Managers save 30 minutes a day they would have spent pulling the pipeline manually
Built for commercial lending managers · loan officers · credit teams · community banks
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.ncino.comin a real browser with your saved login - no setup, no API keys. -
1
nCino - read all active deal stages and status
ncino.com How to Automate nCino
WebRun opens nCino to read all active deal stages and status. - Open nCino and navigate to the loan pipeline or deal management view
- Pull every active deal and capture the loan amount, stage, assigned loan officer, borrower name, and days in current stage
- Identify any deal that has been in the same stage for more than 10 business days without activity
- Group deals by pipeline stage for the report
Done when Every active deal is captured with its current stage, owner, and days-in-stage metric.
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2
Slack - post the structured pipeline digest
slack.com How to Automate Slack
WebRun opens Slack to post the structured pipeline digest. - Post the pipeline digest to the lending team channel, grouped by stage with deal counts and total dollar amounts
- Call out any stale deals stuck in the same stage beyond the threshold as a separate flagged list
Done when The lending team has today's pipeline digest in Slack, grouped by stage with stale deals flagged.
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 update nCino deal stages automatically?
No. WebRun reads deal data from nCino and posts it to Slack but never modifies any deal record. All stage updates remain the loan officer's responsibility.
How does it define a stale deal?
It flags any deal that has been in the same pipeline stage for more than 10 business days without a recorded activity update in nCino. You can adjust this threshold during setup.
Can I filter the digest to a specific team or loan type?
Yes. During setup you can configure which pipeline stages, loan types, or assigned officer groups WebRun includes in the daily digest, so each team sees only relevant deals.
Related templates
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