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Collect Signed Offer Letters Automatically

Every morning, WebRun opens DocuSign to check which offer letters are still unsigned, drafts a polite reminder email for each outstanding signer, alerts the HR team, and updates the employee record in BambooHR the moment a document is fully executed.

Runs on WebRun · Strict Lockdown policy
Every day at 9:00 AM WebRunorchestrates each step
1 DocuSign check for unsigned offer letters
2 Gmail draft reminder to unsigned new hire
3 BambooHR update record when document is signed
In short

How can I automatically chase new hires for unsigned offer documents?

Every morning, WebRun opens DocuSign to check which offer letters are still unsigned, drafts a polite reminder email for each outstanding signer, alerts the HR team, and updates the employee record in BambooHR the moment a document is fully executed - no offer sits unsigned without a follow-up.

  • No offer letter sits unsigned without a polite follow-up the next morning
  • BambooHR records update automatically when documents are completed
  • HR spends less time manually tracking outstanding paperwork

Built for HR teams · people operations · talent acquisition · hiring managers

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 www.docusign.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    DocuSign - check for unsigned offer letters
    docusign.com
    WebRun in DocuSign: check for unsigned offer letters
    WebRun opens DocuSign to check for unsigned offer letters.
    • Open DocuSign and navigate to Manage > Waiting for Others
    • Find all envelope documents tagged as offer letters that are still pending signature
    • Note the recipient name, email, role, and how many days the envelope has been waiting

    Done when All unsigned offer letters are identified with recipient details and waiting time.

  3. 2
    Gmail - draft reminder to unsigned new hire
    gmail.com
    WebRun in Gmail: draft reminder to unsigned new hire
    WebRun opens Gmail to draft reminder to unsigned new hire.
    • Draft a friendly reminder email to each unsigned recipient with a direct DocuSign link
    • Escalate the tone for anyone who has been waiting more than 3 days
    • Save as a draft - do not send until HR approves

    Done when A draft reminder email exists for each new hire yet to sign their offer.

  4. 3
    BambooHR - update record when document is signed
    bamboohr.com
    WebRun in BambooHR: update record when document is signed
    WebRun opens BambooHR to update record when document is signed.
    • Check BambooHR for employees whose offer letter status should be updated
    • Mark the document status as 'Signed' for any DocuSign envelope that completed since yesterday
    • Flag any envelope unsigned after 7 days for HR manager review

    Done when BambooHR records are up to date with current DocuSign signing status.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.docusign.com
ScheduleRuns automatically on this cadence
Every day at 9:00 AM
DeliveryHow each run's result reaches you
Signing status · Gmail
OutputWhat each run produces - Draft reminder emails for unsigned new hires, plus updated BambooHR records for any offers now fully executed.
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 send the reminder emails without my approval?

No - every reminder is saved as a Gmail draft for HR to review and send. New hires won't hear from WebRun directly.

What if a new hire has already signed but DocuSign is slow to update?

WebRun reads live DocuSign status each run, so once the envelope shows as Completed it drops off the reminder list immediately.

Can it handle NDAs or other onboarding documents too?

Yes - tell WebRun which document types to monitor and it will track all of them, not just offer letters.

Put this on autopilot.

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