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Automated Landlord W-9 and Lease Chasing

Every Monday, WebRun opens Traction Ag, finds the landlords missing a signed land agreement or a current W-9, drafts a friendly request to each landlord, leaves every draft unsent for review, and posts the team a Slack list of which documents are still outstanding.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Traction Ag find landlords missing paperwork
2 Gmail draft document requests
3 Slack report who is outstanding
In short

How do I collect missing landlord leases and W-9s automatically?

Every Monday, WebRun opens Traction Ag, finds the landlords missing a signed lease or a current W-9, and notes what each one still owes. It drafts a friendly request to each landlord, leaves every draft unsent for review, and posts the team a Slack list of who is outstanding, so land paperwork is complete well before 1099 season.

  • Missing landlord leases and W-9s surface weekly, not in the 1099 rush
  • Each request is drafted and waiting, so the team just reviews and sends
  • Land paperwork is complete before year end because the chase runs every week

Built for row crop farmers · farm bookkeepers · land managers · farm accountants

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens tractionag.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Traction Ag - find landlords missing paperwork
    tractionag.com
    WebRun in Traction Ag: find landlords missing paperwork
    WebRun opens Traction Ag to find landlords missing a lease or a W-9.
    • Open Traction Ag and review the land agreements and landlord records
    • Capture each landlord missing a signed cash rent or share lease, or a current W-9 on file
    • Skip any landlord whose documents are complete or who was chased in the last week

    Done when Every landlord with a missing lease or W-9 has been listed with what is needed.

  3. 2
    Gmail - draft document requests
    gmail.com
    WebRun in Gmail: draft document requests
    WebRun drafts a lease or W-9 request for each landlord and leaves it unsent.
    • Draft a warm, on-brand request to each landlord naming exactly which document is needed
    • Include a simple line on how to sign or return it so the landlord can act quickly
    • Save every message as a draft and leave it unsent for review

    Done when A document-request draft sits ready in Gmail for every landlord with missing paperwork.

  4. 3
    Slack - report who is outstanding
    slack.com
    WebRun in Slack: report who is outstanding
    WebRun posts the week's outstanding lease and W-9 list to Slack.
    • Post the team a short list of landlords with a lease or W-9 still outstanding
    • Sort by how long each has been outstanding so the oldest gaps stand out
    • Note that the request drafts are waiting in Gmail for review

    Done when The team has this week's outstanding-document list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
tractionag.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Outstanding documents · Slack
OutputWhat each run produces - Document-request drafts in Gmail plus a Slack list of landlords with a lease or W-9 still outstanding, sorted by age.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email landlords without me?

No. WebRun only drafts each request in Gmail and leaves it unsent. A person reviews every message and clicks send, so nothing reaches a landlord without approval.

How does it know which landlords are missing paperwork?

It reads your land agreements and landlord records in Traction Ag each week and lists only those missing a signed lease or a current W-9. Complete landlords are dropped from the chase automatically.

Will it chase a landlord who just returned their form?

No. WebRun checks the live records in Traction Ag each run and skips any landlord whose lease or W-9 is now on file, plus anyone already chased in the last week.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.