All templates
For franchise compliance teams, multi-unit franchisors & franchise operations managers

Chase franchisee compliance documents so nothing expires unnoticed

Every Monday, WebRun opens FranConnect, reviews the document status for every active franchisee, identifies missing or expiring compliance documents, logs the outstanding list to Google Sheets, and drafts a polite follow-up email per franchisee for your team to review before sending.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:00 AM WebRun
1 FranConnect find missing or expiring compliance documents
2 Google Sheets log outstanding document list
3 Gmail draft follow-up emails for review
Run a sample
In short

How do I automatically chase franchisees for missing compliance documents?

Every Monday, WebRun scans FranConnect for franchisees with missing or expiring compliance documents, logs every gap to a Google Sheets tracker, and drafts a follow-up email per franchisee in Gmail. No email is sent until your team reviews and approves it, keeping franchisee communication in your control.

  • No compliance document gap goes unnoticed for more than a week
  • Follow-up emails drafted and ready to send without any manual writing
  • Full audit trail of outstanding and resolved documents in Google Sheets

Built for franchise compliance teams · multi-unit franchisors · franchise operations managers · franchise legal and risk teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.franconnect.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    FranConnect - find missing or expiring compliance documents
    franconnect.com How to Automate FranConnect
    WebRun in FranConnect: find missing or expiring compliance documents
    WebRun opens FranConnect to find missing or expiring compliance documents.
    • Open FranConnect Info Manager and filter to active franchisee locations
    • Review the document compliance status for each location
    • Flag any required documents that are missing, expired, or expiring within 30 days
    • Capture the franchisee name, location, document type, and expiry date for each gap

    Done when Every franchisee with a missing or expiring document is identified and recorded.

  3. 2
    Google Sheets - log outstanding document list
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log outstanding document list
    WebRun opens Google Sheets to log outstanding document list.
    • Open the Compliance Document Tracker sheet
    • Add or update a row for each outstanding document gap with franchisee name, location, document type, and days until expiry
    • Mark items resolved if they were cleared since the last run

    Done when The tracker reflects the current outstanding document status for every franchisee.

  4. 3
    Gmail - draft follow-up emails for review
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft follow-up emails for review
    WebRun opens Gmail to draft follow-up emails for review.
    • Draft a polite follow-up email for each franchisee with an outstanding document
    • Include the specific document name, expiry date, and upload instructions in each draft
    • Leave every draft unsent for your team to review and approve before sending

    Done when A draft email exists in Gmail for every franchisee with an outstanding document.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.franconnect.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Outstanding doc list · Google Sheets
OutputWhat each run produces - A Google Sheets log of outstanding documents and a Gmail draft per franchisee ready for review.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email franchisees without my approval?

No. Every follow-up email is drafted in Gmail and left unsent. Your team reviews and approves each one before anything goes to a franchisee.

What document types does it check?

It checks whatever compliance documents are tracked in FranConnect for each location, including insurance certificates, licenses, and any custom fields your team has configured.

What happens when a franchisee uploads the missing document?

On the next weekly run, FranConnect will show the document as received, and that franchisee will be automatically cleared from the outstanding list in Google Sheets.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.