Automated Meeting Notes Compliance Chaser
Every morning, WebRun opens Wealthbox, finds completed client meetings from the last few days that still have no notes logged, posts each advisor a Slack nudge to write them up, and records every missing note in a Google Sheets compliance tracker so nothing falls through before an audit.
How do I make sure every client meeting gets notes for compliance?
Every morning, WebRun opens Wealthbox and finds recent client meetings that still have no notes logged. It posts each advisor a Slack nudge to write them up and records every gap in a Google Sheets compliance tracker, aging each one until the note appears. WebRun never writes a note itself, so the record stays advisor-authored and audit-ready.
- Meetings missing notes surface every day, not at audit time
- Each advisor gets a focused nudge for their own gaps
- A living compliance log ages every missing note to zero
Built for financial advisors · RIAs · compliance teams · practice 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.crmworkspace.comin a real browser with your saved login - no setup, no API keys. -
1
Wealthbox - find meetings missing notes
wealthbox.com
WebRun opens Wealthbox to find client meetings with no notes logged. - Open Wealthbox and review completed meetings and events from the last several days
- Flag any client meeting that has no note attached to the contact record
- Capture the client, the advisor, and the meeting date for each gap
Done when Every recent meeting without a note has been listed with its advisor and date.
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2
Slack - nudge each advisor
slack.com
WebRun posts each advisor a nudge for meetings missing notes. - Post each advisor a Slack nudge listing their meetings still missing notes
- Sort by meeting date so the oldest, most overdue write-ups surface first
- Keep the tone a friendly reminder. WebRun never writes or fabricates a meeting note itself
Done when Each advisor has their missing-notes nudge in Slack.
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3
Google Sheets - log the compliance gaps
google.com
WebRun logs each missing meeting note in a compliance tracker. - Open the compliance tracker and add or update a row per meeting missing a note
- Record the client, advisor, meeting date, and how many days the note is overdue
- Mark rows resolved once the note appears in Wealthbox on the next run
Done when Every missing-note gap is recorded and aged in the compliance tracker.
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 write the meeting notes itself?
No. WebRun never writes or fabricates a note. It only flags meetings that are missing one and nudges the advisor to write them up, so the record stays an accurate, advisor-authored account of what was discussed.
How does it know a meeting has no note?
It reads completed meetings and events in Wealthbox and checks whether a note is attached to the contact record, flagging any meeting from the last several days that still has none.
Will it close out a gap on its own?
It marks a row resolved in the tracker only after it sees the note has actually been logged in Wealthbox on a later run, so the compliance log reflects real, written notes rather than assumptions.
Related templates
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