Draft rate change notices to lessees before the new rate takes effect
Every morning, WebRun scans Odessa for variable-rate lease contracts where a rate change has been recorded but no notice has been sent, drafts a compliant rate-change notice email in Gmail for each affected lessee, and logs every draft in a Google Sheets compliance register so your team can review and approve each notice before it goes out.
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How do I automatically draft rate change notices for variable-rate equipment leases?
WebRun scans Odessa every morning for variable-rate lease contracts where a rate change is pending notice. It drafts a compliant rate-change notice in Gmail for each affected lessee, listing the contract, previous rate, new rate, and effective date. Every draft is logged in a Google Sheets compliance register and held for team review before sending.
- Rate-change notices are drafted and compliance-logged the morning after a rate update in Odessa
- Compliance team has a single register showing which notices are pending review and which are sent
- No rate-change notice reaches a lessee without explicit team approval
Built for equipment finance compliance teams · lease administrators · credit officers · portfolio managers
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 - find contracts with pending rate changes
odessainc.com How to Automate Odessa
WebRun opens Odessa to find contracts with pending rate changes. - Open Odessa and filter the portfolio for variable-rate contracts where a rate change is recorded and notice status is pending
- Capture the lessee name, contract number, previous rate, new rate, effective date, and lessee email for each
- Skip any contract where a notice was already logged as sent
Done when Every contract with a pending rate-change notice is identified with the new and previous rate details.
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2
Gmail - draft compliant rate-change notices
gmail.com How to Automate Gmail
WebRun opens Gmail to draft compliant rate-change notices. - For each affected lessee, open Gmail and draft a rate-change notice addressed to their email
- Include the contract number, previous rate, new rate, effective date, and required disclosure language
- Leave every draft unsent for the compliance team to review and approve
Done when A compliant draft rate-change notice is ready in Gmail for every affected lessee.
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3
Google Sheets - log notices in compliance register
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log notices in compliance register. - Open the rate-change compliance register in Google Sheets
- Add a row for each drafted notice with contract number, lessee name, previous rate, new rate, effective date, and status set to 'Pending review'
- Update the row to 'Sent' after the compliance team approves and sends each notice
Done when The Google Sheets compliance register has an entry for every drafted rate-change notice.
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 rate-change notices to lessees without compliance review?
No. Every notice is drafted in Gmail and held for the compliance team to review and approve. No notice reaches a lessee until a team member manually sends it.
Does the draft include required regulatory disclosure language?
Yes. The draft includes the disclosure fields your compliance team configures: contract number, previous rate, new rate, and effective date. Your team should verify the draft meets your jurisdiction's notice requirements before sending.
What if the same lessee has multiple contracts with rate changes?
Each contract gets its own draft notice so the compliance team can review and send them individually, ensuring every contract's rate change is documented separately.
Related templates
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