Automated EHS Document Collection Chasers
Every Monday, WebRun checks the document collection tracker in Google Sheets against the required records for each active engagement in VelocityEHS, identifies what is still outstanding, and drafts a polite chaser email for each client still missing documents, ready for your review before sending.
How do I automatically follow up with clients who have not sent required EHS documents?
Every Monday, WebRun reads your Google Sheets document tracker, cross-references each gap against the engagement requirements in VelocityEHS, and drafts a specific chaser email in Gmail for every client still missing records. You review and approve before anything reaches a client.
- Every client with outstanding documents gets a specific chaser draft within hours of Monday morning
- Audits are never delayed because a document request was forgotten in an inbox
- Clients receive precise lists of what is needed, reducing back-and-forth
Built for EHS auditors · EHS consulting firms · safety compliance consultants · environmental audit teams
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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - identify outstanding document requests
google.com
WebRun opens Google Sheets to identify outstanding document requests. - Open the document collection tracker sheet
- Find all rows where required documents are marked as pending or not received
- Note the client name, engagement type, documents still outstanding, and original request date
Done when All clients with outstanding document gaps are identified with a list of what is missing.
-
2
VelocityEHS - confirm what each engagement requires
ehs.com
WebRun opens VelocityEHS to confirm what each engagement requires. - Open VelocityEHS and check the audit or inspection template for each affected engagement
- Confirm the specific records required (OSHA logs, SDS inventories, training records, inspection reports)
- Note how close each engagement is to its scheduled start date
Done when Each client gap is matched to the exact documents required by the engagement type.
-
3
Gmail - draft a chaser email for each client with gaps
gmail.com
WebRun opens Gmail to draft a chaser email for each client with gaps. - Draft a polite, specific chaser email for each client listing exactly which documents are still needed
- Reference the engagement start date to convey urgency without being aggressive
- Save every draft unsent - do not send to any client until you have reviewed and approved each email
Done when A draft chaser email is saved in Gmail for every client with outstanding documents.
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 clients automatically when documents are overdue?
No. Every chaser email is saved as a Gmail draft and requires your review and approval before it is sent to any client.
How specific are the chaser emails about what is missing?
Very specific. Each email lists exactly which documents are outstanding, pulled from the engagement requirements in VelocityEHS, so the client knows precisely what to send.
What if a client sent the documents but the tracker has not been updated?
When you review the Gmail draft you will catch this. Keep the tracker updated in Google Sheets after each document arrives to exclude that client from future runs.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.