Automated Estate Document Collection Chaser
Every Monday, WebRun opens EstateExec, identifies any required documents that have not yet been received or attached, drafts a collection request email in Gmail for each outstanding item, and logs the full status to a Google Sheet for tracking.
How do I automatically track and chase missing estate documents?
WebRun checks EstateExec every Monday for required estate documents not yet received, drafts a collection request email in Gmail for each outstanding item addressed to the responsible party, and logs the full status to a Google Sheet. All draft emails wait for the executor's review before any message is sent.
- Every outstanding document is logged and tracked from week one
- Draft collection emails are ready in one click rather than written from scratch
- Items outstanding more than 14 days are automatically flagged as overdue
Built for estate executors · probate attorneys · estate administrators · trust officers
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 - identify outstanding required documents
estateexec.com
WebRun opens EstateExec to identify outstanding required documents. - Open EstateExec and review the document and task list for each active estate
- Identify required documents with no attachment and no completion mark
- Capture the document type, responsible party, and how many days it has been outstanding
Done when All outstanding required documents are listed with the responsible party and days outstanding.
-
2
Gmail - draft collection request for each missing document
gmail.com
WebRun opens Gmail to draft collection request for each missing document. - Draft a polite collection request email for each outstanding document
- Address it to the responsible party identified in EstateExec
- Leave every email in drafts for the executor to review before sending - never send automatically
Done when A draft Gmail email exists for every outstanding document collection request.
-
3
Google Sheets - log document status for tracking
google.com
WebRun opens Google Sheets to log document status for tracking. - Open the document tracking spreadsheet
- Update or add a row for each outstanding document with its name, responsible party, days outstanding, and draft email status
- Flag any item outstanding for more than 14 days as overdue
Done when The document tracker sheet reflects the current outstanding status for all required items.
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 document request emails to third parties automatically?
No. Every email is placed in your Gmail drafts folder for you to review before sending. No message goes to any bank, attorney, or family member without your explicit approval.
How does it know which documents are required?
EstateExec generates a customized task and document list for each estate based on the state of residence and the nature of the estate. WebRun reads that list and checks for items not yet marked complete.
What if a document is already in progress?
WebRun reads the current completion status in EstateExec on each run. Documents already received and attached are skipped so the chaser list stays focused on genuine gaps.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.