Automated Firmex Data Room Activity Alerts
Every hour, WebRun opens Firmex, reads the data room's activity log for each invited party, checks the deal's bid and closing dates in Google Calendar, and messages the deal lead on WhatsApp when a party's activity jumps or goes cold.
How do I know which data room parties are actually engaged in my deal?
WebRun checks your Firmex data room every hour, reading how much each invited party has viewed or downloaded and comparing it against their own recent activity. It cross-checks the deal's bid and closing dates in Google Calendar, then messages your deal lead on WhatsApp when a party heats up or goes quiet, so interest shifts get a same-day response.
- Deal leads see engagement shifts within the hour, not at the next check in
- Cold bidders get flagged before the deadline, not after
- No one has to manually scroll the Firmex activity log
Built for M&A advisors · corporate development teams · investment bankers · deal teams
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.firmex.comin a real browser with your saved login - no setup, no API keys. -
1
Firmex - read data room activity
firmex.com
WebRun opens Firmex to read data room activity. - Open the data room and pull the activity log for every invited party
- Count document views and downloads for each party over the last 24 hours
- Flag parties whose activity jumped sharply or has gone quiet for days
Done when Every invited party has a current activity read.
-
2
Google Calendar - check deal dates
calendar.google.com
WebRun opens Google Calendar to check deal dates. - Check the deal's bid deadline and closing date
- Note how many days remain before the next milestone
- Match urgency in the alert to how close the deadline is
Done when The current milestone and days remaining are confirmed.
-
3
WhatsApp - alert the deal lead
whatsapp.com
WebRun opens WhatsApp to alert the deal lead. - Message the deal lead with parties trending hot or gone quiet
- Include the days remaining to the next deadline
- Leave any follow-up outreach to the deal lead
Done when The deal lead has today's activity read on WhatsApp.
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 grant or revoke anyone's access to the data room?
No. WebRun only reads the existing activity log. It never changes permissions, invites, or removes anyone from the data room.
How does it decide who is trending hot?
It compares each invited party's document views and downloads over the last 24 hours against their own recent activity, so a real jump or a multi-day silence gets flagged.
Does it message bidders directly?
No. The WhatsApp alert goes only to your deal lead internally. WebRun never contacts a bidder or counterparty on its own.
Related templates
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