All templates
For transfer pricing analysts, multinational tax teams & transfer pricing managers

Get reminded when a comparable set is due to refresh

Every Monday, WebRun opens Exactera, checks how old each benchmarking study's comparable set is against your refresh policy, and posts a Slack list of the comp sets due for a full search or a financial update, soonest first.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 Exactera check comparable set age
2 Slack post the refresh schedule
Run a sample
In short

How do I know when a transfer pricing benchmarking comparable set is due to refresh?

WebRun keeps your benchmarking studies from going stale. Every Monday it reads each Exactera study's last search date, compares it to your refresh policy such as a full search every three years, and posts a Slack list of the comparable sets now due for a search or a financial update, most overdue first, so refreshes happen on time.

  • Comparable sets refresh on cycle, not by accident
  • The most overdue studies surface first each week
  • Per-study refresh rules are respected

Built for transfer pricing analysts · multinational tax teams · transfer pricing managers · tax compliance leads

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

  2. 1
    Exactera - check comparable set age
    exactera.com How to Automate Exactera
    WebRun in Exactera: check comparable set age
    WebRun opens Exactera to check each comparable set's age.
    • Open Exactera and list each benchmarking study with its last search date
    • Capture the tested party, method, and when the comparable set was last refreshed
    • Compare each against your refresh policy, for example a full search every three years

    Done when Every study is checked against the refresh policy.

  3. 2
    Slack - post the refresh schedule
    slack.com How to Automate Slack
    WebRun in Slack: post the refresh schedule
    WebRun opens Slack to post the refresh schedule.
    • Post a list of comp sets due for a full search or a financial update
    • Show the tested party and how overdue or upcoming each is
    • Put the most overdue at the top
    • Leave it as an internal note for the tax team

    Done when The team has this week's refresh schedule in Slack.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.exactera.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Refresh schedule · Slack
OutputWhat each run produces - A Slack list of benchmarking comparable sets due for a full search or a financial update, most overdue first, with the tested party for each.
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 run a new benchmarking search on its own?

No. WebRun only reads each study's age and posts a Slack reminder. Running a fresh comparable search stays a human decision, since it drives your arm's length range.

How does it decide a comp set is due?

It compares each study's last search date in Exactera to your refresh policy, for example a full search every three years with financial updates in between, and lists what has passed that threshold.

Can I set a different refresh cycle per study?

Yes. Tell WebRun the cycle you want for each tested party and it applies that rule, so studies with tighter requirements are flagged on their own schedule.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.