Automated 1031 Deadline Risk Digest
Every morning, WebRun opens Accruit Exchange Manager Pro, reviews each active exchange, flags those close to a 45-day identification or 180-day completion deadline, logs them to a Google Sheet watchlist, and posts the team a ranked Slack digest so the tightest exchanges get attention first.
How do I get a daily digest of 1031 exchanges nearing their deadlines?
Every morning, WebRun opens Accruit Exchange Manager Pro, reviews each active exchange, and flags those nearing a 45-day identification or 180-day completion deadline. It logs them to a Google Sheet watchlist and posts the team a ranked Slack digest, tightest first, so the exchanges most at risk get attention before their windows close.
- The team sees the most at-risk exchanges first, every morning
- Both the 45-day and 180-day clocks are covered in one digest
- Deadline risk is tracked day to day in a running watchlist
Built for qualified intermediaries · 1031 exchange companies · exchange facilitators · operations managers
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.accruit.comin a real browser with your saved login - no setup, no API keys. -
1
Accruit Exchange Manager Pro - review active exchanges
accruit.com
WebRun reviews active exchanges and their deadlines in Accruit Exchange Manager Pro. - Open Accruit Exchange Manager Pro and list every active exchange with its key dates
- Work out days remaining to the next 45-day or 180-day deadline for each
- Flag any exchange inside a risk threshold you set, such as the final two weeks
Done when Every active exchange has a days-remaining figure and a risk flag where relevant.
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2
Google Sheets - log the risk watchlist
google.com
WebRun logs the at-risk exchanges to the watchlist sheet. - Log each at-risk exchange with taxpayer, deadline type, deadline date, and days remaining
- Sort so the exchange with the least time left sits at the top
- Keep a running watchlist so the team can track how risk changes day to day
Done when The watchlist sheet reflects today's at-risk exchanges ranked by days remaining.
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3
Slack - post the risk digest
slack.com
WebRun posts the ranked deadline-risk digest to Slack. - Post a ranked digest of exchanges nearing a deadline, tightest first
- Label each with whether it is the 45-day or the 180-day clock and the days remaining
- Keep it to a scannable summary the team can action at standup
Done when The team has today's ranked risk digest in Slack.
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 edit or close any exchanges in Accruit?
No. WebRun only reads active exchanges and their dates in Accruit Exchange Manager Pro. It writes the watchlist to a Google Sheet and posts a Slack digest, so no exchange is edited or closed without a person doing it.
How does it decide an exchange is at risk?
It calculates days remaining to each exchange's next 45-day or 180-day deadline and flags anything inside the risk threshold you set, such as the final two weeks, so only genuinely tight exchanges appear.
Can it tell the two deadlines apart?
Yes. WebRun labels each flagged exchange with whether it is the 45-day identification clock or the 180-day completion clock and shows the days remaining, so the team knows which deadline is closing in.
Related templates
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