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Automated Floify Pipeline Digest

Every morning, WebRun opens Floify, reads the milestone stage and deadline on each active loan, counts how many files sit at each stage, logs the snapshot in Google Sheets, and posts the team a Slack digest of the pipeline by stage with the loans nearing their deadline called out.

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Runs on WebRun · Strict Lockdown policy
Every morning at 8:00 AM WebRunorchestrates each step
1 Floify group loans by milestone
2 Google Sheets log the daily snapshot
3 Slack post the pipeline digest
In short

How do I get a daily loan pipeline digest by milestone stage?

Every morning, WebRun opens Floify and groups every active loan by its milestone stage, from application through closing. It logs the day's counts in Google Sheets and posts the team a Slack digest showing how many files sit at each stage and which loans are nearing their deadline, so the day starts with a clear picture of the pipeline.

  • The whole pipeline is visible by stage every morning
  • Deadline-risk loans surface before they slip
  • A dated snapshot tracks how the pipeline moves week to week

Built for loan officers · mortgage teams · branch managers · processors

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

  2. 1
    Floify - group loans by milestone
    floify.com
    WebRun in Floify: group loans by milestone
    WebRun sorts the Floify pipeline by milestone stage.
    • Open Floify and sort the pipeline by milestone stage
    • Count the active loans at each stage from application through closing
    • Note any loan close to its deadline by reading the completion percentage and deadline field

    Done when Every active loan has been grouped by milestone with the deadline-risk files noted.

  3. 2
    Google Sheets - log the daily snapshot
    google.com
    WebRun in Google Sheets: log the daily snapshot
    WebRun logs the day's pipeline counts by milestone.
    • Open the pipeline tracker and add a dated row with the count at each milestone
    • Record how many loans are nearing their deadline today
    • Keep the history so week-over-week movement is easy to see

    Done when Today's milestone counts are logged with a dated row in the sheet.

  4. 3
    Slack - post the pipeline digest
    slack.com
    WebRun in Slack: post the pipeline digest
    WebRun posts the daily pipeline digest grouped by milestone.
    • Post the team a clean digest of how many loans sit at each milestone stage
    • Call out the loans nearing their deadline so they get worked first
    • Keep it to a glanceable summary the team can read in seconds

    Done when The team has today's pipeline-by-stage digest in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.floify.com
ScheduleRuns automatically on this cadence
Every morning at 8:00 AM
DeliveryHow each run's result reaches you
Pipeline digest · Slack
OutputWhat each run produces - A Slack digest of the pipeline by milestone stage with deadline-risk loans called out, plus a dated Google Sheets snapshot of the counts.
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

Does it change anything in Floify?

No. WebRun only reads the pipeline to build the digest. It groups active loans by milestone and notes deadlines, but it never moves a loan, changes a stage, or messages a borrower. The digest is read-only reporting.

What does the digest show?

A count of active loans at each milestone from application through closing, plus the files nearing their deadline. Tell WebRun which stages matter most and it orders the digest so the team sees the bottleneck first.

Can the team get it somewhere other than Slack?

Yes. The digest can post to Slack, go to Telegram, or land in your inbox. The dated snapshot is always logged in Google Sheets so you can track how the pipeline moves week to week.

Keep going

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