Addepar Fee Approval Routing Automation
Each month, WebRun opens Addepar, reads advisory fee calculations for each billable entity, logs the amounts in a Google Sheets billing ledger, and drafts an approval email for each entity's fee to the designated approver in Gmail, so no fee is charged without explicit sign-off.
How can I automatically route fee and billing approvals for each family entity?
WebRun reads advisory fee calculations from Addepar each month, logs every entity fee in a Google Sheets billing ledger with deviation flags, and drafts a personalized approval request to each designated approver in Gmail, so no fee is charged until the right person has reviewed and signed off.
- Every fee approval request is drafted and routed to the right approver without manual prep
- Fee deviations over 5 percent flagged automatically before approval
- No fee charged without an explicit human sign-off on record
Built for family office CFOs · billing administrators · multi-family offices · RIA billing teams
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
app.addepar.comin a real browser with your saved login - no setup, no API keys. -
1
Addepar - read advisory fee calculations
addepar.com
WebRun opens Addepar to read advisory fee calculations. - Open Addepar and navigate to the billing section
- Read the advisory fee calculation for each billable entity for the current billing period
- Capture entity name, fee basis, fee amount, and billing period for each record
- Flag any fees that deviate more than 5 percent from the prior period for additional review
Done when All entity fee calculations are captured with amounts and any deviation flags.
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2
Google Sheets - log fees in billing ledger
google.com
WebRun opens Google Sheets to log fees in billing ledger. - Open the monthly billing ledger sheet
- Append each entity fee record with date, entity name, fee basis, amount, and deviation flag
- Mark deviation-flagged rows in red for easy identification during review
Done when Current billing period fees are logged in the ledger with deviation flags highlighted.
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3
Gmail - draft approval request to designated approver
gmail.com
WebRun opens Gmail to draft approval request to designated approver. - Draft an approval request email for each entity to the designated approver listing the entity name, fee amount, and basis
- Attach the relevant section of the billing ledger as context
- For deviation-flagged fees, add a note explaining the variance
- Save every email as a draft. Do not send or initiate any fee charge without explicit approval
Done when An approval draft email exists in Gmail for every entity's fee this billing period.
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 initiate or charge any fee without human approval?
No. Every approval request is saved as a Gmail draft. No fee is charged and no approval email is sent until a designated approver reviews and explicitly sends it.
How does it handle fees that vary significantly from last month?
It flags any fee that deviates more than 5 percent from the prior period in both the Google Sheets ledger and the draft email, so the approver is immediately aware of the variance before approving.
Can it route different entities to different approvers?
Yes. You configure the approver mapping per entity or billing group, and WebRun addresses each draft email to the correct approver based on that mapping.
Related templates
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