Automated Survey Document Collection Chaser
Every Monday, WebRun reviews active projects in Carlson Software, checks DocuSign for outstanding signed documents, identifies any client-supplied materials still missing, drafts a polite request email per gap in Gmail for your approval, and posts a collection status list to Slack so every team member knows what is still outstanding.
How do I automatically chase clients for missing survey project documents?
Every Monday, WebRun reviews active projects in Carlson Software, checks DocuSign for unsigned envelopes, and identifies every missing client-supplied document. It drafts a specific, polite request email per client in Gmail for your review and posts a full collection status list to Slack, so nothing stays blocked without your team knowing about it.
- Every missing client document is surfaced and chased within a week
- No document request goes to a client without your review and approval
- The full team sees the collection status in Slack before fieldwork is scheduled
Built for survey project managers · land surveying offices · survey office administrators · civil engineering document coordinators
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.carlsonsw.comin a real browser with your saved login - no setup, no API keys. -
1
Carlson Software - identify projects with document gaps
carlsonsw.com
WebRun opens Carlson Software to identify projects with document gaps. - Open Carlson Software and review active projects against their document checklists
- Identify any required client-supplied items not yet received (deeds, easements, title reports)
- Note how long each item has been outstanding and the project phase affected
Done when All active projects with missing client documents are listed with the specific gaps.
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2
DocuSign - check pending signature envelopes
docusign.com
WebRun opens DocuSign to check pending signature envelopes. - Open DocuSign and check for envelopes sent to clients that are still unsigned
- Record which client, which document, and how many days since it was sent
- Flag envelopes older than seven days as high priority
Done when All pending DocuSign envelopes are identified with their age and status.
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3
Gmail - draft document request emails for review
gmail.com
WebRun opens Gmail to draft document request emails for review. - Draft a polite, specific request email for each client with outstanding documents
- Name the exact documents needed and explain why they are blocking the project
- Leave each draft unsent for your review before it reaches the client
Done when A document request draft exists in Gmail for every client with outstanding items.
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4
Slack - post collection status list
slack.com
WebRun opens Slack to post collection status list. - Post a structured collection status list to the team Slack channel
- Group by project and show which documents are missing and how long they have been outstanding
- Flag high-priority gaps that are blocking fieldwork or deliverable completion
Done when The team has a full document collection status list in Slack.
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 the document request emails to clients automatically?
No. Every request email is drafted in Gmail and held for your review. You check the content and approve each one before it reaches a client, so nothing goes out on its own.
What counts as a missing document?
WebRun checks against the document checklist attached to each project in Carlson Software and against unsigned DocuSign envelopes. You define what is required per project type, and it tracks against that list.
What if a client just uploaded a document but the record has not been updated?
WebRun reads the live state from DocuSign and Carlson Software each time it runs, so documents received since the last run are automatically removed from the chase list.
Related templates
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