Automated CIM Clearance Tracking
Every morning, WebRun opens BizBuySell to find buyers who inquired about a listing, checks DocuSign to see whose NDA is fully signed, and updates a Google Sheets tracker showing who is cleared for the CIM, pending, or already sent.
How do I track which buyers are cleared to receive the CIM?
WebRun checks BizBuySell inquiries against DocuSign every morning to see whose NDA is fully signed, then updates a Google Sheets tracker marking each buyer as cleared for the CIM, pending a signature, or already sent. It never sends the CIM itself, so confidential financials only go out when you decide to send them.
- Every buyer's CIM clearance status stays current each morning without manual cross-checking
- No confidential financial detail goes out before a full signature
- Brokers see who's next to receive the CIM at a glance
Built for business brokers · M&A advisors · main street brokerages · deal coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.bizbuysell.comin a real browser with your saved login - no setup, no API keys. -
1
BizBuySell - find buyers who inquired about a listing
bizbuysell.com
WebRun opens BizBuySell to find buyers who inquired about a listing. - Open BizBuySell and pull the current buyer inquiry list per listing
- Capture the buyer name, email, and listing for each open inquiry
- Note the date each buyer first inquired
Done when Every open inquiry is listed with its buyer and listing.
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2
DocuSign - check whose NDA is fully signed
docusign.com
WebRun opens DocuSign to check whose NDA is fully signed. - Open DocuSign and check the envelope status for each buyer's NDA
- Mark each buyer as fully signed, partially signed, or not sent
- Note the signature completion date for fully signed envelopes
Done when Every buyer has a clear NDA status pulled from DocuSign.
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3
Google Sheets - track who's cleared for the CIM
google.com
WebRun opens Google Sheets to track who's cleared for the CIM. - Update the CIM tracker row for each buyer with their NDA status
- Mark fully signed buyers as Cleared for CIM if not already sent
- Leave a column for you to mark once the CIM has actually gone out
Done when The CIM tracker reflects every buyer's current clearance status.
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
Does it send the CIM itself?
No. WebRun only tracks who is cleared to receive it based on a fully signed NDA. Sending the actual CIM stays a manual step you control, so confidential financials never go out on their own.
What if a buyer signs the NDA outside DocuSign?
Tell WebRun during setup and it will also check that source. By default it reads live envelope status from DocuSign each morning.
How do I mark a CIM as sent?
Update the status column in the tracker sheet yourself. WebRun reads that column on the next run so it won't flag someone as pending once you've marked them sent.
Related templates
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