Automated DocSend Viewer Activity Digest
Every morning, WebRun opens DocSend, checks viewer activity on shared documents, logs who viewed, when, and how long they spent per page to Airtable, and updates the matching Notion deal page with the latest engagement.
How do I know who is viewing my shared DocSend documents?
WebRun checks DocSend every morning for viewer activity on your shared documents, logging who viewed, when, and how long they spent per page to Airtable. It updates the matching Notion deal page with the latest engagement and flags documents a viewer opened more than once, so your team knows exactly who is paying attention.
- Every viewing session is logged the same day it happens
- Hot documents with repeat viewers get flagged automatically
- Deal pages stay current with the latest engagement signal
Built for Sales teams sharing decks · startup founders fundraising · account executives tracking proposals
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
docsend.comin a real browser with your saved login - no setup, no API keys. -
1
DocSend - check document viewer activity
docsend.com
WebRun opens DocSend to check document viewer activity. - Open DocSend and check viewer activity on shared documents
- Note who viewed, when, and how much time they spent per page
- Flag any document with a new viewer since yesterday
Done when Every document's viewer activity is captured for this run.
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2
Airtable - log the engagement data
airtable.com
WebRun opens Airtable to log the engagement data. - Log each viewing session as a row with viewer, document, and time spent
- Link it to the matching deal or contact record
- Keep a running history of every session
Done when Airtable has today's viewer activity logged.
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3
Notion - update the deal page
notion.so
WebRun opens Notion to update the deal page. - Update the deal page with the latest viewer activity
- Note which pages got the most attention
- Flag hot documents where a viewer returned more than once
Done when The Notion deal page reflects the latest engagement.
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 contact the viewer directly?
No. It only reports on viewing activity internally. Reaching out to a prospect based on that activity is left to your team.
What counts as a hot document?
One where the same viewer opened it more than once, or spent unusually long on a specific page. Those get flagged on the Notion deal page.
Does it track every document I have ever sent?
It checks activity on documents shared through DocSend each run, so newly viewed documents are picked up the same day.
Related templates
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