Automated Lease Application Pipeline Digest
Every morning, WebRun opens Odessa and reads the status of every active lease application in the originations queue, groups them by stage (submitted, under review, pending documents, credit decision, approved, declined), and posts a pipeline status digest to the originations Slack channel, while updating the pipeline tracker in Google Sheets.
How do I get a daily status update on all in-flight equipment lease applications?
WebRun opens Odessa every morning and reads the status of every active lease application in the originations queue. It posts a pipeline digest to Slack grouped by stage, flags any deal stuck in the same stage for more than 3 days, and updates a Google Sheets tracker so the originations team starts each day with a clear view of the full pipeline.
- Originations team starts every day knowing exactly where each deal stands
- Stuck applications are flagged within 3 days so no deal stalls without attention
- A Google Sheets pipeline tracker gives managers a historical view of deal velocity
Built for equipment finance originations teams · relationship managers · credit operations · commercial lending leaders
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.odessainc.comin a real browser with your saved login - no setup, no API keys. -
1
Odessa - read every in-flight application status
odessainc.com
WebRun opens Odessa to read every in-flight application status. - Open Odessa and navigate to the originations queue
- Capture the applicant name, deal amount, current stage, days in current stage, and assigned relationship manager for every active application
- Flag any application that has been in the same stage for more than 3 business days
Done when Every in-flight application has a current stage, age, and owner captured.
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2
Slack - post pipeline status digest
slack.com
WebRun opens Slack to post pipeline status digest. - Post a pipeline digest to the originations Slack channel grouped by stage
- Show the application count per stage and a summary of any applications flagged for being stuck
- For stuck applications, include the applicant name, deal amount, and days in the current stage
Done when Originations team has today's pipeline digest in Slack.
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3
Google Sheets - update pipeline tracker
google.com
WebRun opens Google Sheets to update pipeline tracker. - Open the originations pipeline Google Sheet
- Update each application row with today's current stage and days in stage
- Add new applications that appeared in Odessa since yesterday's run
Done when The Google Sheets pipeline tracker is current for every active application.
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 contact applicants about their application status?
No. The digest is posted internally to Slack and logged in Google Sheets only. No status update or communication is sent to applicants.
How does it define a stuck application?
Any application that has remained in the same origination stage for more than 3 consecutive business days is flagged as stuck. You can change this threshold to match your target turnaround time.
Can it cover declined applications too?
Yes. Declined applications appear in the digest under their own stage so the team can see the full pipeline, including any deals that closed as declined.
Related templates
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