FinQuery Automated Missing Lease Document Chaser
Every Monday, WebRun opens FinQuery and checks each lease record for required documents such as the executed agreement, amendments, and renewal letters. For any gap, it drafts a follow-up email to the responsible contact in Gmail and queues all drafts for your review, then posts a gap summary to Slack.
How do I automatically identify and chase missing lease documents in FinQuery?
WebRun checks every FinQuery lease record each Monday for missing executed agreements, amendments, and renewal letters. For each gap, it drafts a specific follow-up email in Gmail, left unsent for your approval, and posts a portfolio-wide gap summary to Slack so your team knows exactly what to chase and approve.
- Every lease document gap identified weekly, not discovered at audit time
- Follow-up emails drafted and queued without anyone hunting through folders
- Portfolio document completeness visible in Slack every Monday
Built for lease administrators · accounting managers · internal audit teams · corporate real estate teams
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.finquery.comin a real browser with your saved login - no setup, no API keys. -
1
FinQuery - identify leases with missing documents
finquery.com
WebRun opens FinQuery to identify leases with missing documents. - Open FinQuery and navigate to the lease portfolio
- Check each lease record for required document attachments: executed lease, amendments, renewal letters, and landlord consents
- List every lease with one or more missing document types along with the responsible contact
Done when Every lease with a document gap is identified and the responsible contact is noted.
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2
Gmail - draft follow-up emails for each gap
gmail.com
WebRun opens Gmail to draft follow-up emails for each gap. - Draft a polite, specific follow-up email for each lease with a document gap
- Name the exact missing document(s) and the lease property in the body
- Save every draft as unsent for your review. Do not send without approval
Done when One draft email per gap is saved in Gmail, ready for your review and approval before sending.
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3
Slack - post gap summary for review
slack.com
WebRun opens Slack to post gap summary for review. - Post a gap summary to the lease-accounting channel listing each lease and its missing documents
- Note how many draft emails are queued for review
- Flag any lease approaching an audit milestone with outstanding gaps
Done when The team has a Slack summary of all document gaps and knows how many drafts await approval.
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 send the follow-up emails automatically?
No. Every follow-up email is drafted and left unsent in Gmail for your review. WebRun never sends an external message without your approval.
Which documents does it check for?
By default it checks for the executed lease agreement, any amendments, renewal or extension letters, and landlord consent letters. You can adjust the required list during setup.
What if a contact email is not in FinQuery?
If no contact is found for a lease, WebRun flags it in the Slack summary as needing a manual contact lookup rather than drafting a blank email.
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