Automated 17hats Unsigned Contract Chasing
Every morning, WebRun opens 17hats, finds every quote and contract that was sent but never signed, records how long each client has sat on it and when it expires in Notion, and drafts a polite Gmail nudge for the oldest ones for you to review and send.
How do I chase clients who have not signed a quote or contract?
WebRun opens 17hats every morning and finds the quotes and contracts sent but never signed, recording how long each client has sat on the document and when it expires in Notion. It then drafts a polite Gmail nudge for the oldest ones, so a date is never held for someone who never signed.
- Unconfirmed bookings surface before the date is held too long
- Documents about to expire get chased with days to spare
- Every nudge is drafted for approval, never sent unreviewed
Built for photographers · wedding planners · freelancers · creative service businesses
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
17hats.comin a real browser with your saved login - no setup, no API keys. -
1
17hats - find unsigned quotes and contracts
17hats.com
WebRun opens 17hats to find unsigned quotes and contracts. - Open 17hats and filter quotes and contracts to sent but not signed
- Capture the client, the project, the amount, and the date it was sent
- Note any expiry date on the document and how many days are left
- Skip anything already signed, declined, or cancelled
Done when Every unsigned quote and contract is listed with its client, age, and expiry.
-
2
Notion - track how long each has waited
notion.so
WebRun opens Notion to track how long each has waited. - Update your unsigned documents database with today's list
- Record days waiting, the amount at stake, and the expiry date for each
- Mark documents that expire within a week as urgent
- Close out rows for anything signed or declined since the last run
Done when The Notion database matches today's 17hats state, urgent rows flagged.
-
3
Gmail - draft the polite nudge
gmail.com
WebRun opens Gmail to draft the polite nudge. - Draft a short, warm reminder for each client sitting on a document past your chase threshold
- Mention the project, the document, and the expiry date without pressure
- Leave every message as a draft for you to review and send
- Never email a client automatically
Done when A nudge draft is waiting in Gmail for each client past the chase threshold.
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 my clients without me?
No. Every nudge is left as a Gmail draft in your own account. You read it, change the tone if you want, and press send yourself, so no client hears from you unreviewed.
Does it chase clients who already signed?
No. It reads the live signature status in 17hats every morning, so anyone who signed, declined, or cancelled since the last run drops off the list automatically.
How often will one client get nudged?
As often as your chase threshold allows and no more. WebRun records the last nudge date in Notion and will not draft another until that gap has passed.
Related templates
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