Turn incoming estate documents from email into organized records automatically
When a new email arrives in a designated estate inbox, WebRun reads the sender, subject, and key financial or document details, logs a new asset, transaction, or task record in EstateExec, and appends a summary row to a Google Sheet for cross-reference and audit.
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How do I automatically log estate documents received by email into EstateExec?
When a new email arrives in the designated estate inbox, WebRun reads the sender, subject, and body to extract key details such as asset names, amounts, and deadlines, then creates a draft record in EstateExec and appends a summary row to a Google Sheet. Every record is flagged for executor verification before it is treated as final.
- Incoming estate emails are logged to EstateExec within minutes of arrival
- Manual data entry from emails is eliminated for routine valuations and statements
- Every extracted record is flagged for verification so no errors are finalized without review
Built for estate executors · probate attorneys · estate administrators · trust officers
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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read incoming estate emails and extract key details
gmail.com How to Automate Gmail
WebRun opens Gmail to read incoming estate emails and extract key details. - Monitor the designated estate administration Gmail inbox for new messages
- Read the sender, subject line, and body of each new email
- Extract key data points: document type, asset name or description, dollar amount if present, and any mentioned due date or deadline
Done when Key data fields are extracted from each new incoming estate email.
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2
EstateExec - log the extracted data as an asset, transaction, or task
estateexec.com How to Automate EstateExec
WebRun opens EstateExec to log the extracted data as an asset, transaction, or task. - Open EstateExec and navigate to the appropriate section based on the document type: assets for valuations, transactions for payments, or tasks for deadlines
- Create a new record with the extracted details, flagging it as imported from email for executor review
- Leave the record in draft or pending review status so the executor can verify before it is treated as final
Done when A draft record in EstateExec exists for each processed email with the extracted details flagged for review.
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3
Google Sheets - append a summary row for audit and cross-reference
google.com How to Automate Google Sheets
WebRun opens Google Sheets to append a summary row for audit and cross-reference. - Open the email intake log spreadsheet
- Append a row with the email date, sender, subject, extracted data summary, the EstateExec record type created, and a note that it requires executor verification
- Highlight any row where the extraction confidence is low for manual review
Done when Each processed email has a row in the intake log with its extraction summary and EstateExec record link.
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
Will it finalize records in EstateExec without the executor reviewing them?
No. Every record created from an email is flagged as pending executor review. Nothing is marked as final until the executor verifies the extracted details are correct.
What types of emails does it process?
It processes emails in the designated estate inbox containing asset valuations, bank statements, creditor claims, and court notices. Unrelated emails are skipped and noted in the log.
What if it extracts the wrong information from an email?
Each extracted record is flagged for review, and any row where extraction confidence is low is highlighted in the Google Sheet. The executor reviews and corrects before the record is confirmed.
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