Automated Datasite Overdue Q&A Alerts
Every morning, WebRun opens the Datasite data room, checks the Q&A queue for questions open past the team's answer SLA, logs each one to Airtable with its assignee and days open, and drafts a Gmail escalation for the deal lead.
How do I catch overdue Q&A questions in a Datasite data room?
WebRun checks the Datasite Q&A queue every morning for questions open past your team's answer SLA, and logs each one to Airtable with its assignee and days open. It drafts a Gmail escalation for the deal lead, but leaves it unsent, so overdue questions get a human decision instead of quietly stalling in the queue.
- Overdue questions get logged the same morning they slip
- Repeat delays by the same assignee become visible over time
- Escalations always go through the deal lead before sending
Built for M&A deal teams · investment bankers · corporate development teams running due diligence
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
www.datasite.comin a real browser with your saved login - no setup, no API keys. -
1
Datasite - check Q&A queue for overdue answers
datasite.com
WebRun opens Datasite to check the Q&A queue for overdue answers. - Open the Datasite data room and check the Q&A queue
- Find questions open past the team's answer SLA
- Note who asked, who it is assigned to, and how long it has been open
Done when Every overdue Q&A question is captured with its assignee and age.
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2
Airtable - log the overdue list
airtable.com
WebRun opens Airtable to log the overdue list. - Log each overdue question as a row with assignee and days open
- Keep a running history so repeat delays by the same assignee show up
- Sort by longest overdue first
Done when Airtable has today's overdue Q&A list.
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3
Gmail - draft an escalation to the deal lead
gmail.com
WebRun opens Gmail to draft an escalation to the deal lead. - Draft an escalation email to the deal lead listing overdue questions
- Include the assignee and days open for each
- Leave it unsent in Drafts for the deal lead to review and send
Done when A ready-to-send escalation draft exists whenever a question is overdue.
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 WebRun send the escalation email automatically?
No. It drafts the email in Gmail and leaves it unsent so the deal lead can review and decide whether to send it.
How is a question marked overdue?
Once it has been open in the Q&A queue longer than the team's answer SLA, it is logged to Airtable and included in the draft escalation.
Does it answer any questions itself?
No. It only reads the Q&A queue and reports on what is overdue. Answering a question is left to the assigned team member.
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