Track your weekly Upstart lending funnel
Every Monday, WebRun opens the Upstart partner dashboard, records this week's applications, approvals, and fundings with their dollar volume, logs the row to an Airtable funnel tracker, and publishes a Notion scorecard showing the change from the week before.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track my weekly Upstart loan funnel performance?
WebRun pulls this week's loan applications, approvals, and fundings from the Upstart partner dashboard every Monday, logs the counts and volume to an Airtable funnel tracker, and publishes a Notion scorecard showing the week over week change at each stage, so your team spots a funnel slowdown the same week it happens.
- Funnel drops get caught the same week, not at month end
- Every week's numbers are logged automatically to Airtable
- Leadership gets a ready-made Notion scorecard every Monday
Built for lending partnerships teams · credit union ops · fintech lending managers
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.upstart.comin a real browser with your saved login - no setup, no API keys. -
1
Upstart - pull the week's loan funnel numbers
upstart.com
WebRun opens Upstart to pull the week's loan funnel numbers. - Open the Upstart partner dashboard and pull this week's applications, approvals, and fundings
- Record the count and dollar volume at each funnel stage
- Note the week over week change for each stage
Done when This week's funnel numbers are captured at every stage.
-
2
Airtable - log each stage to the funnel tracker
airtable.com How to Automate Airtable
WebRun logs each funnel stage to the Airtable tracker. - Add a new row to the Funnel Tracker base for this week
- Fill in applications, approvals, fundings, and volume
Done when This week's row is logged in the Funnel Tracker.
-
3
Notion - publish the weekly scorecard
notion.so How to Automate Notion
WebRun publishes the weekly scorecard in Notion. - Publish a weekly scorecard page with the funnel numbers and the week over week change
- Highlight the stage with the biggest drop, if any
Done when The team has this week's scorecard in Notion.
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
What does the scorecard track?
Applications, approvals, and fundings for the week, each with its dollar volume and the change from the week before, so you can spot a slowdown at any stage.
Does WebRun approve loans or disburse funds?
No. WebRun only reads and reports on funnel numbers that already happened in Upstart. It never approves an application, disburses a loan, or moves money on its own.
Where does the week over week history live?
In the Airtable Funnel Tracker. Every week adds a new row, so you can chart trends over months without rebuilding anything.
Related templates
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