Chase missing capital call and distribution documents automatically
Every Monday, WebRun scans Addepar for capital calls and distributions entered during the prior week that have no attached supporting document, drafts a chase email to each relevant fund administrator in Gmail for your review, and posts an exception summary to Slack.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically track and chase missing capital call and distribution documents?
WebRun scans Addepar every Monday for capital calls and distributions that have no supporting document, drafts a polite chase email to each fund administrator in Gmail for your review, and posts the full exception list to Slack, so your operations team always knows what documentation is still outstanding.
- Missing capital call and distribution documents flagged within one week of the event
- Chase emails drafted automatically, saving ops staff 2 to 3 hours per week
- No email sent to external parties without team review
Built for family office operations teams · fund accounting teams · single family offices · multi-family offices
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.addepar.comin a real browser with your saved login - no setup, no API keys. -
1
Addepar - identify undocumented capital events
addepar.com How to Automate Addepar
WebRun opens Addepar to identify undocumented capital events. - Open Addepar and filter capital calls and distributions entered in the prior 7 days
- Identify any entries that have no attached notice or supporting document
- Capture fund name, event type, amount, and the date of entry for each undocumented item
Done when All capital calls and distributions lacking documentation are listed with their details.
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2
Gmail - draft chase request to fund administrator
gmail.com How to Automate Gmail
WebRun opens Gmail to draft chase request to fund administrator. - For each undocumented event, draft a polite request to the fund administrator asking for the supporting notice
- Include the fund name, event type, and amount in each draft
- Save every email as a draft. Do not send without team review and approval
Done when A draft chase email exists in Gmail for every undocumented capital event.
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3
Slack - post exception list for team review
slack.com How to Automate Slack
WebRun opens Slack to post exception list for team review. - Post a numbered exception list to the operations channel showing fund, event type, amount, and days outstanding
- Flag any items outstanding for more than 10 days as high priority
- Include a count of total missing documents and a link to the Gmail drafts folder
Done when Team has a current exception list in Slack and draft emails ready to send.
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 email fund administrators without my approval?
No. Every chase email is saved as a Gmail draft. Nothing is sent to a fund administrator until a team member reviews the draft and clicks Send.
How does it know a document is missing?
It checks each capital call and distribution entry in Addepar for an attached notice or document. Entries with no attachment and no linked file are flagged as undocumented.
What if a document arrives after the Monday run?
Next Monday's run re-scans all open items. Once the document is attached in Addepar, the entry is removed from the exception list automatically.
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