Automated Buyer NDA Signature Reminders
Every morning, WebRun opens BizBuySell to find buyer inquiries waiting on a signed NDA, checks DocuSign to see who still hasn't signed after 3 days, and drafts a polite reminder email in Gmail for you to review and send.
How do I remind buyers to sign an NDA before I release the CIM?
WebRun checks BizBuySell inquiries against DocuSign every morning to find buyers who have not signed their NDA within 3 days, then drafts a listing-specific reminder in Gmail for your review. Nothing sends automatically, so every deal keeps moving toward a signed NDA and no confidential listing detail goes out too early.
- Buyers get a reminder within 3 days of an unsigned NDA
- Every reminder is reviewed before it sends, never automatic
- Signed NDAs get tracked automatically so no CIM leaks early
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 inquiries awaiting a signed NDA
bizbuysell.com
WebRun opens BizBuySell to find inquiries awaiting a signed NDA. - Open BizBuySell and pull inquiries that were sent an NDA more than 3 days ago
- Capture the buyer name, email, and the listing they inquired about for each
- Skip any inquiry marked closed or withdrawn
Done when Every buyer still waiting on a signature is listed with their listing and days elapsed.
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2
DocuSign - check who still hasn't signed
docusign.com
WebRun opens DocuSign to check who still hasn't signed. - Open DocuSign and check the envelope status for each buyer's NDA
- Separate signed envelopes from unsigned ones
- Note the exact number of days each unsigned envelope has been pending
Done when Every pending NDA envelope has a clear signed or unsigned status.
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3
Gmail - draft a reminder for your review
gmail.com
WebRun opens Gmail to draft a reminder for your review. - Draft a short, polite reminder email for each buyer who still hasn't signed
- Reference the specific listing they inquired about and attach the NDA link again
- Leave every draft unsent in Gmail for your review. Flag anyone pending more than 7 days as urgent
Done when A ready-to-send reminder draft sits in Gmail for every buyer who hasn't signed.
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 buyers without my approval?
No. Every reminder is left as an unsent draft in Gmail. WebRun never emails a buyer on its own, you review and send each one yourself.
How does it know a buyer already signed?
It reads the live envelope status in DocuSign every morning, so anyone who has already signed is skipped automatically and never gets a reminder.
Can I change how long it waits before reminding?
Yes. The default is 3 days after the NDA was sent, with a second, more urgent flag at 7 days. Both thresholds are adjustable during setup.
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