Addepar New Entity Onboarding Automation
When a new family entity or account is created in Addepar, WebRun verifies the entity structure, confirms all required fields are complete, adds the new entity to the onboarding tracker in Google Sheets, and drafts a kickoff email to the onboarding team in Gmail.
How can I automatically kick off onboarding when a new entity or account is added to Addepar?
WebRun checks every new entity or account in Addepar for complete data, adds the entity to the onboarding tracker in Google Sheets with a full task checklist, and drafts a kickoff email to the onboarding team in Gmail, so every new entity lands in a clean, tracked state without manual coordination.
- Every new entity is in the onboarding tracker within minutes of creation in Addepar
- Missing fields flagged automatically before the entity goes live
- Onboarding team alerted via a draft email with no manual effort
Built for family office operations teams · single family offices · multi-family offices · trust 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 - verify new entity data and structure
addepar.com
WebRun opens Addepar to verify new entity data and structure. - Open Addepar and navigate to the newly created entity or account
- Verify that all required fields are populated: entity type, legal name, tax ID, custodian, and ownership structure
- Check that the entity is linked to the correct family hierarchy and that ownership percentages sum to 100 percent
- Flag any missing or inconsistent fields for correction before onboarding proceeds
Done when New entity is validated and any field gaps are identified.
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2
Google Sheets - add entity to onboarding tracker
google.com
WebRun opens Google Sheets to add entity to onboarding tracker. - Open the onboarding tracker sheet
- Add a new row for the entity with entity name, type, date created, custodian, and the checklist of required onboarding tasks
- Mark any flagged missing fields as outstanding in the tracker
- Set the onboarding status to In Progress
Done when New entity row is added to the onboarding tracker with all initial fields and a task checklist.
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3
Gmail - draft kickoff email to onboarding team
gmail.com
WebRun opens Gmail to draft kickoff email to onboarding team. - Draft a kickoff email to the onboarding team lead listing the new entity name, type, and any outstanding data gaps
- Include a link to the Google Sheets tracker row for this entity
- Save the email as a draft for review before sending
Done when Kickoff draft email is ready in Gmail for the onboarding team lead to review and send.
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
What entity types does it handle?
It handles any entity type Addepar supports, including trusts, LLCs, holding companies, foundations, and individual accounts, and validates each against its required field set.
Will it send the kickoff email to the onboarding team automatically?
No. The kickoff email is saved as a Gmail draft for a team member to review and send. Nothing is delivered until a human approves it.
What happens if required fields are missing in Addepar?
Missing fields are flagged in the Google Sheets tracker and noted in the draft kickoff email, so the onboarding team knows exactly what to collect before the entity goes live.
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