Automated Estate Distribution Approval Routing
When a distribution transaction is logged in EstateExec, WebRun reads the amount and beneficiary, identifies the required approver based on distribution thresholds, drafts an approval request email in Gmail, and notifies the approver via Slack that a review is waiting.
How do I automatically route estate distribution approvals to the right person?
When a new distribution is logged in EstateExec, WebRun reads the amount and beneficiary, identifies the correct approver based on your configured thresholds, drafts an approval request email in Gmail, and pings the approver in Slack. No funds are released and no approval is recorded until a human explicitly confirms.
- Every distribution is routed to the right approver within minutes of being logged
- No distribution is ever released without an explicit human approval on record
- Duplicate approval requests are prevented automatically
Built for estate executors · probate attorneys · trust officers · estate administrators
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
www.estateexec.comin a real browser with your saved login - no setup, no API keys. -
1
EstateExec - read new distribution transaction details
estateexec.com
WebRun opens EstateExec to read new distribution transaction details. - Open EstateExec and navigate to recent transactions
- Identify any newly logged distributions not yet marked as approved
- Capture the beneficiary name, distribution amount, and the estate the distribution belongs to
Done when All new unapproved distributions are captured with their full details.
-
2
Gmail - draft approval request for the identified approver
gmail.com
WebRun opens Gmail to draft approval request for the identified approver. - Draft an approval request email for each new distribution
- Address it to the identified approver, which is the trustee or attorney on record for distributions of this size
- Include the beneficiary name, amount, estate name, and a note that no funds will be released until the approver confirms
- Leave the email in drafts for the executor to review before it is sent to the approver
Done when A draft approval request email exists in Gmail for each new distribution.
-
3
Slack - notify the approver a review is waiting
slack.com
WebRun opens Slack to notify the approver a review is waiting. - Post a Slack notification to the relevant approver's channel indicating a distribution approval is waiting
- Include the distribution amount, beneficiary, and a note that a Gmail draft is ready for their review
- Do not indicate that any funds have been released, only that approval is required
Done when The approver has a Slack notification that a distribution review is pending.
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 release funds or initiate any payment automatically?
Absolutely not. WebRun only drafts and routes the approval request. No funds are released, no payment is made, and no transaction is recorded as approved without a human explicitly confirming.
How does it decide who needs to approve a distribution?
It uses the approver thresholds you configure, such as the trustee approves any distribution above a set amount and the attorney approves anything above a higher limit, read from the estate record in EstateExec.
What if the same distribution is logged twice by mistake?
WebRun checks the distribution ID in EstateExec on each run and skips any transaction that already has a pending approval request, so duplicate drafts are not created.
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