Addepar Compliance Deadline Tracker Automation
Every Monday, WebRun cross-references Addepar entity data with the compliance deadline calendar in Google Sheets, identifies filings or reporting requirements due in the next 30 days or already overdue, and posts a prioritized deadline list to the compliance Slack channel.
How can I automatically track compliance and regulatory filing deadlines across all family office entities?
WebRun reads the active entity list from Addepar every Monday, cross-references a compliance deadline calendar in Google Sheets, and posts a prioritized list of overdue and upcoming filings to Slack with entity names, due dates, and responsible owners, so no regulatory deadline is missed across any family entity.
- Every compliance deadline surfaced in Slack at least 30 days before it is due
- Overdue filings flagged immediately at the start of each week
- Zero missed deadlines from calendar drift or manual tracking gaps
Built for family office compliance teams · general counsel · single family offices · multi-family office administrators
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 entity and account data for compliance context
addepar.com
WebRun opens Addepar to read entity and account data for compliance context. - Open Addepar and pull the current list of active entities, trusts, and accounts
- Capture entity type, jurisdiction, and any entity-specific attributes relevant to regulatory obligations
- Identify any entities with data changes in the prior week that may trigger a filing requirement
Done when Active entity list with jurisdiction and attribute data is captured from Addepar.
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2
Google Sheets - cross-reference compliance deadline calendar
google.com
WebRun opens Google Sheets to cross-reference compliance deadline calendar. - Open the compliance deadline calendar sheet
- Filter for deadlines due within the next 30 days across all entities
- Identify any deadlines already past due
- Update the status column for any deadline that has been marked complete since last week
- Sort the view with overdue items first, then upcoming items in date order
Done when Compliance calendar is current with all upcoming and overdue deadlines sorted and status updated.
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3
Slack - post prioritized deadline list
slack.com
WebRun opens Slack to post prioritized deadline list. - Post the prioritized deadline list to the compliance channel, organized as: overdue, due this week, due within 30 days
- For each deadline include entity name, filing type, due date, and the responsible team member
- Include a link to the full compliance calendar in Google Sheets
Done when Compliance team has the weekly deadline list in Slack with full context and responsible owners.
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
Where does the compliance deadline calendar live?
You maintain the master deadline calendar in Google Sheets, listing each entity, filing type, due date, and responsible owner. WebRun reads that calendar each Monday and surfaces what is coming up.
Will it file or submit anything on behalf of the family office?
No. WebRun only surfaces deadlines and posts reminders. All filing, submission, and regulatory actions must be taken by a compliance team member.
How does Addepar data feed into the compliance check?
WebRun pulls the active entity list and any recent entity changes from Addepar to flag if a new entity or a data change might trigger a filing obligation not yet on the calendar.
Related templates
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