Automated EHS Contract Renewal Reminders
Every Monday, WebRun checks VelocityEHS for client contracts expiring within 90 days, drafts a renewal outreach email in Gmail for each client, and checks DocuSign for any renewal agreements already sent or pending signature, so your renewal pipeline is always visible and actioned.
How do I automatically track and action EHS consulting contract renewals?
Every Monday, WebRun identifies EHS client contracts expiring within 90 days in VelocityEHS, checks DocuSign for renewal agreements already in flight, and drafts a personalized renewal outreach email in Gmail for every client without a live renewal envelope. You review each draft before it is sent.
- No EHS client contract expires without a renewal conversation having been started 90 days prior
- Consultants know exactly which renewals are unsigned in DocuSign and which still need outreach
- Renewal outreach emails reference the engagement's delivered value, making them personal, not generic
Built for EHS consulting firm leaders · EHS account managers · safety consulting practices · environmental compliance consultants
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.ehs.comin a real browser with your saved login - no setup, no API keys. -
1
VelocityEHS - identify contracts expiring within 90 days
ehs.com
WebRun opens VelocityEHS to identify contracts expiring within 90 days. - Open VelocityEHS and review active client accounts for contract end dates within the next 90 days
- Capture the client name, contract type, end date, annual value, and assigned consultant for each
- Note any engagement satisfaction signals (open corrective actions, overdue deliverables) that may affect renewal likelihood
Done when All contracts expiring within 90 days are listed with their details and risk signals.
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2
DocuSign - check renewal agreement signature status
docusign.com
WebRun opens DocuSign to check renewal agreement signature status. - Open DocuSign and check the status of any renewal agreements already sent for these clients
- Flag any renewal envelopes that have been out for more than 7 days without a signature
- Note clients where no renewal agreement has been sent yet
Done when DocuSign status is confirmed for each expiring contract: signed, pending, or not yet sent.
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3
Gmail - draft renewal outreach for contracts not yet in DocuSign
gmail.com
WebRun opens Gmail to draft renewal outreach for contracts not yet in DocuSign. - Draft a renewal outreach email for each client where no DocuSign agreement is in flight yet
- Reference the upcoming contract end date and summarize the value the engagement has delivered
- Save every draft unsent - do not contact any client until the consultant has reviewed and approved the email
Done when A renewal outreach draft is saved in Gmail for every client without a live DocuSign envelope.
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 send renewal emails or DocuSign envelopes automatically?
No. Renewal outreach emails are saved as Gmail drafts for your review. DocuSign envelopes must be sent manually. Nothing reaches a client without your explicit approval.
How far in advance does it start tracking expiring contracts?
It flags contracts expiring within the next 90 days, giving your team three months to negotiate, draft a renewal agreement, and get it signed before the current contract lapses.
What if a renewal is already in DocuSign waiting for signature?
WebRun checks DocuSign first and skips the draft email for any client who already has a live renewal envelope. It does flag envelopes that have been outstanding for more than 7 days without a signature.
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