Automated BoldSign Pending Signature Tracking
Every morning, WebRun opens BoldSign, finds envelopes that have been sent but not signed, logs each one's status and days pending to Airtable, and posts an updated chase list to Notion so the team knows exactly who still needs a nudge.
How do I keep track of BoldSign envelopes that still need a signature?
WebRun checks BoldSign every morning for envelopes that have been sent but not yet signed, logs each one's status and days pending to Airtable, and posts a prioritized chase list to Notion. Teams see exactly who still owes a signature and how long it has been waiting, without opening BoldSign to check manually.
- No envelope sits unsigned without someone noticing
- Days pending is visible at a glance instead of checked manually
- A dated status history builds up in Airtable automatically
Built for Sales teams · HR and onboarding · operations managers · small business 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
boldsign.comin a real browser with your saved login - no setup, no API keys. -
1
BoldSign - find envelopes awaiting signature
boldsign.com
WebRun opens BoldSign to find envelopes awaiting signature. - Open BoldSign and filter envelopes to Sent or Viewed but not Completed
- Capture the signer, document name, and days since it was sent for each
- Flag any envelope pending more than 5 days
Done when Every unsigned envelope is listed with its signer and days pending.
-
2
Airtable - log status and days pending
airtable.com
WebRun opens Airtable to log status and days pending. - Open the signature tracker base
- Add or update a row for each pending envelope with its status and days pending
- Mark rows Completed once BoldSign shows the envelope signed
Done when The tracker reflects the live status of every envelope.
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3
Notion - post the chase list
notion.so
WebRun opens Notion to post the chase list. - Update the chase list page with today's pending envelopes, oldest first
- Note which ones just crossed the 5-day flag
- Leave the actual reminder or resend for a teammate to send from BoldSign
Done when The team has an up to date chase list 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
Will it resend the signature reminder on its own?
No. WebRun only logs the pending status and lists it in Notion. Resending the reminder or nudging the signer is a step a teammate takes inside BoldSign.
How does it decide what counts as overdue?
It flags any envelope still unsigned five days after it was sent, so the chase list surfaces the ones actually going stale, not every envelope in flight.
What happens once someone signs?
It reads the live status in BoldSign each morning, so a signed envelope is marked Completed in Airtable and drops off the Notion chase list automatically.
Related templates
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