Chase parents for the unsigned engagement agreement
Every morning, WebRun opens DocuSign, finds engagement agreements sent but not yet signed, matches each envelope to its family in CounselMore, and drafts a polite reminder in Gmail with the signing link, left unsent for you to review before it reaches a parent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up with parents who have not signed the agreement?
WebRun checks DocuSign every morning for engagement agreements still unsigned, matches each to its family in CounselMore, and drafts a polite Gmail reminder with the signing link. It leaves every draft unsent for you to review, so parents get a gentle nudge to sign while you stay in control of what actually goes out.
- Unsigned agreements get a gentle nudge instead of being forgotten
- Only genuinely outstanding envelopes are chased from live DocuSign status
- Parents on hold or already signed are skipped automatically
Built for independent educational consultants · college admissions consultants · counseling practice owners
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
account.docusign.comin a real browser with your saved login - no setup, no API keys. -
1
DocuSign - find unsigned agreements
docusign.com How to Automate DocuSign
WebRun opens DocuSign to find unsigned agreements. - Open DocuSign and filter envelopes to sent but not completed
- Capture engagement agreements waiting on a parent signature
- Note how many days each has been outstanding and the signing link
Done when Every unsigned engagement agreement is listed with its age.
-
2
CounselMore - match the family
counselmore.com How to Automate CounselMore
WebRun opens CounselMore to match the family. - Open CounselMore and match each unsigned envelope to its family record
- Confirm the parent's name and contact email
- Skip families already marked as signed or on hold in CounselMore
Done when Each unsigned agreement is tied to the right family and parent.
-
3
Gmail - draft the reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the reminder. - Draft a warm, brief reminder to each parent with the DocuSign signing link
- Reference the student by name and keep the tone friendly, not pushy
- Leave every reminder as a Gmail draft for you to review, never sent automatically
Done when A reminder is drafted for every family with an unsigned agreement.
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 parents without me?
No. WebRun drafts each signing reminder in Gmail and leaves it unsent. You read it, adjust the tone, and send it yourself, so nothing reaches a parent until you approve it.
How does it know an agreement is still unsigned?
It reads the live envelope status in DocuSign each morning, so only agreements that are genuinely sent but not completed are chased, and signed ones are dropped.
What if a family is on hold?
It checks the family's status in CounselMore and skips anyone marked on hold or already signed, so you never chase a parent who should be left alone.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.