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For transfer pricing managers, multinational tax teams & tax directors

Draft your master file narrative for review

When you kick it off, WebRun opens Exactera, assembles the master file narrative from the group's structure and intercompany policies, saves the working draft to SharePoint, and drafts a review email to your reviewer that it leaves unsent for your approval.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
On demand, when you start a run WebRun
1 Exactera assemble the master file narrative
2 SharePoint save the working draft
3 Gmail draft the review email
Run a sample
In short

How do I draft a transfer pricing master file for review?

WebRun prepares your master file for review without sending anything. It opens Exactera, assembles the group narrative covering structure, intangibles, and financing, saves a dated working draft to SharePoint, and drafts a review email listing the open sections, then leaves that email unsent so a human approves it before it goes out.

  • A review-ready master file draft without manual assembly
  • Open sections flagged before the draft reaches a reviewer
  • The review email is drafted but never sent without approval

Built for transfer pricing managers · multinational tax teams · tax directors · corporate tax departments

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

  2. 1
    Exactera - assemble the master file narrative
    exactera.com How to Automate Exactera
    WebRun in Exactera: assemble the master file narrative
    WebRun opens Exactera to assemble the master file narrative.
    • Open Exactera and generate the master file narrative for the group
    • Pull the organizational structure, intangibles, and intercompany financing sections
    • Note any section still marked incomplete or awaiting input

    Done when A full master file narrative is assembled with gaps noted.

  3. 2
    SharePoint - save the working draft
    sharepoint.com
    WebRun in SharePoint: save the working draft
    WebRun opens SharePoint to save the working draft.
    • Save the assembled narrative as a dated working draft in the master file folder
    • Name it by group and reporting year
    • Keep the prior version so the revision history stays intact

    Done when The working draft is saved to SharePoint with a version date.

  4. 3
    Gmail - draft the review email
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft the review email
    WebRun opens Gmail to draft the review email, left unsent.
    • Draft an email to the reviewer with the SharePoint link and a list of open sections
    • Summarize what changed since the last version
    • Leave the email as a draft for you to review. Do not send it

    Done when A review email is drafted and waiting, unsent, for your approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.exactera.com
ScheduleRuns automatically on this cadence
On demand, when you start a run
DeliveryHow each run's result reaches you
Working draft · SharePoint
OutputWhat each run produces - A dated master file working draft in SharePoint, plus an unsent review email listing the open sections and what changed.
File
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

Will it send the master file to anyone?

No. WebRun drafts the review email and leaves it unsent in Gmail. You read the draft, confirm the narrative, and send it yourself. Nothing goes out on its own.

Does it write the narrative from scratch?

No. It assembles the narrative from what you already hold in Exactera, the group structure, intangibles, and financing sections, and flags any section still incomplete for a human to finish.

Can I see what changed since last time?

Yes. WebRun keeps the prior version in SharePoint and lists the changes in the draft email, so your reviewer sees exactly what moved before approving.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.