Get a weekly scorecard of your Intralinks due diligence
Every Monday, WebRun opens Intralinks, counts documents uploaded, reviewed, and outstanding Q&A items in the workspace, posts a scorecard to Microsoft Teams, and updates a Trello board tracking the deal's open items.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track weekly progress in an Intralinks due diligence workspace?
WebRun reviews your Intralinks workspace every Monday, counting documents uploaded, documents still unreviewed, and outstanding Q&A items by age. It posts the scorecard to Microsoft Teams for the deal team and updates a Trello board with the open items, so due diligence progress is visible without opening Intralinks.
- A weekly read on diligence progress without opening Intralinks
- Oldest open Q&A items surfaced first, not buried
- Trello stays in sync with the live workspace automatically
Built for M&A advisors · investment bankers · corporate development teams · deal teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.intralinks.comin a real browser with your saved login - no setup, no API keys. -
1
Intralinks - count documents and open items
intralinks.com
WebRun opens Intralinks to count documents and open items. - Open the workspace and count documents uploaded this week
- Count documents still marked unreviewed
- List outstanding Q&A items and their age
Done when This week's document and Q&A counts are captured.
-
2
Microsoft Teams - post the scorecard
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to post the scorecard. - Post the scorecard to the deal team channel
- Compare this week's counts against last week's
- Highlight the oldest open Q&A items
Done when The deal team has this week's scorecard in Teams.
-
3
Trello - update the open items board
trello.com How to Automate Trello
WebRun opens Trello to update the open items board. - Update the open items board with each outstanding Q&A item
- Move resolved items to the done list
- Add new items as new cards
Done when The Trello board matches the current open items in Intralinks.
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 answer Q&A items or upload documents itself?
No. WebRun only reads counts and status from the workspace. Answering a Q&A item or uploading a document is left to the deal team.
How does it decide which Q&A items to highlight?
It sorts open items by age, so the ones waiting longest for an answer show first in Teams.
Does the Trello board replace Intralinks as the source of truth?
No. Intralinks stays the system of record. Trello is only a working view WebRun keeps in sync with it.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.