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Automated KYC Document Gap Flags

Every Monday, WebRun opens RightCapital, finds clients whose KYC documents are missing from the Vault or whose risk-tolerance questionnaire is absent or out of date, drafts a request email to each one in Gmail, leaves every draft unsent for an advisor to review, and posts the team a Slack list of the document gaps to close.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 RightCapital find document gaps
2 Gmail draft document requests
3 Slack report the gaps to close
In short

How do I find clients missing KYC or risk-tolerance documents?

Every Monday, WebRun opens RightCapital and finds clients missing a KYC document from the Vault or a current risk-tolerance questionnaire. It drafts a request email to each one in Gmail, leaves every draft unsent for an advisor, and posts the team a Slack list of the gaps, so compliance documents stay complete.

  • Missing KYC and risk documents surface every week
  • Each request email is drafted and waiting for the advisor
  • Document gaps close before they become a compliance finding

Built for financial advisors · RIAs · compliance teams · client service teams

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

  2. 1
    RightCapital - find document gaps
    rightcapital.com
    WebRun in RightCapital: find document gaps
    WebRun opens RightCapital to find missing KYC and risk documents.
    • Open RightCapital and check each client's Vault for current KYC documents
    • Flag clients missing a KYC document or whose risk-tolerance questionnaire is absent or stale
    • Capture the client, the advisor, and which document is missing or out of date

    Done when Every client with a missing KYC or risk document has been listed with the gap noted.

  3. 2
    Gmail - draft document requests
    gmail.com
    WebRun in Gmail: draft document requests
    WebRun drafts a KYC document request and leaves it unsent.
    • Draft a clear, polite email asking the client to complete or upload the missing document
    • Explain what is needed and where to send it, without quoting sensitive detail
    • Save every message as a draft and leave it unsent for an advisor to review

    Done when A document-request draft sits ready in Gmail for every client with a gap.

  4. 3
    Slack - report the gaps to close
    slack.com
    WebRun in Slack: report the gaps to close
    WebRun posts this week's KYC document gap list to Slack.
    • Post the team a short list of clients with a KYC or risk-document gap to close
    • Separate missing KYC from stale risk questionnaires so the highest-risk gaps stand out
    • Note that request drafts are waiting in Gmail for review

    Done when The team has this week's document gap list in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.rightcapital.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Document gaps · Slack
OutputWhat each run produces - Document-request drafts in Gmail plus a Slack list of clients missing KYC or risk documents, split by gap type for compliance.
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

Will it email clients for documents on its own?

No. WebRun only drafts each request email in Gmail and leaves it unsent. An advisor reads every message and clicks send, so no client is contacted until a person approves the note.

How does it know a document is missing or stale?

It reads each client's Vault and risk-tolerance questionnaire in RightCapital, flagging clients with no KYC document on file and risk profiles that are absent or older than your review window, so the advisor can prompt an update.

Does it handle the documents itself?

No. WebRun only surfaces the gaps and drafts the outreach. Collecting, storing, and approving a completed KYC or risk document stays with your advisor and compliance team, so nothing sensitive is filed automatically.

Keep going

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