Automated Carta Cap Table Change Review Queue
Every morning, WebRun opens Carta, identifies any cap table changes made in the prior 24 hours including new share issuances, transfers, conversions, and cancellations, logs each change to a Google Sheet review queue, and posts a Slack alert to your operations team so every modification gets a human review before it stands.
How do I automatically review Carta cap table changes before they are approved?
WebRun checks Carta every morning for cap table changes made in the prior 24 hours, including new issuances, transfers, conversions, and cancellations. Each change is logged to a Google Sheet review queue with the stakeholder, security type, and initiating user, and a Slack alert is posted so the operations team can review and confirm every modification before the day begins.
- Every cap table change is reviewed within one business day instead of being discovered in a quarterly audit
- Large ownership changes are flagged automatically for priority review
- A complete modification log exists in Google Sheets for audit and legal purposes
Built for startup legal and operations teams · venture capital fund managers · fund administrators · equity plan 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.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - identify cap table changes in the prior 24 hours
carta.com
WebRun opens Carta to identify cap table changes in the prior 24 hours. - Open Carta and navigate to the cap table activity log
- Filter for all changes made in the prior 24 hours including issuances, transfers, option exercises, and cancellations
- Capture the stakeholder name, security type, number of shares or units, and the change date and initiating user
Done when All cap table changes from the prior day are captured with full details.
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2
Google Sheets - log each change to a structured review queue
google.com
WebRun opens Google Sheets to log each change to a structured review queue. - Open the cap table change review sheet and add a row for each new modification
- Record the stakeholder, security type, quantity, change type, initiating user, and a review status column set to Pending
- Flag any change affecting more than 1% of total ownership for priority review
Done when Every cap table change from yesterday is logged in the review sheet with Pending status.
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3
Slack - alert the operations team with changes pending review
slack.com
WebRun opens Slack to alert the operations team with changes pending review. - Post a structured alert to the fund operations channel listing each change pending review
- Highlight priority changes that affect large ownership stakes
- Include a link to the Google Sheet review queue so the team can update review status
Done when The fund operations team has a Slack alert with all pending cap table changes linked to the review queue.
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
Does it reverse or block cap table changes automatically?
No. WebRun only logs and surfaces changes for human review. Reversing or approving a cap table modification always requires a fund manager or legal counsel to act in Carta directly.
What types of cap table changes does it track?
It tracks new share issuances, transfers between stakeholders, option grants and exercises, conversions, and cancellations as recorded in Carta's cap table activity log.
Can it notify specific people for specific change types?
Yes. You can configure the Slack step to tag different team members depending on the change type. For example, legal counsel for transfers and option exercises, and finance for issuances and cancellations.
Related templates
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