Chase missing signed agreements from group tour clients
Every Monday, WebRun reviews confirmed group bookings in Blackbaud Altru, checks DocuSign to see which clients still have an unsigned group visit agreement envelope, and drafts a polite reminder email in Gmail for each outstanding document so your team can review and dispatch.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase missing signed agreements from group tour clients?
Every Monday, WebRun opens Blackbaud Altru to find confirmed group bookings with a visit in the next 60 days, checks each booking's DocuSign envelope status, and drafts a polite document-request reminder in Gmail for any client who has not yet signed their group visit agreement. Staff review and send every draft before it reaches a client.
- No confirmed group booking reaches its visit date without a completed agreement being chased
- Staff have ready-to-send draft reminders every Monday instead of manually checking DocuSign
- Unsigned envelopes are surfaced automatically so nothing slips through a busy week
Built for museum group sales coordinators · cultural attraction administrative staff · education and tour booking managers · visitor services teams
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
app.blackbaud.comin a real browser with your saved login - no setup, no API keys. -
1
Blackbaud Altru - find confirmed bookings needing documents
blackbaud.com How to Automate Blackbaud Altru
WebRun opens Blackbaud Altru to find confirmed bookings needing documents. - Open Altru and navigate to Group Sales
- Filter to records with a status of Confirmed and a visit date within the next 60 days
- Capture the organization name, primary contact, visit date, and any notes about expected documents
- Build a list of bookings that require a signed group visit agreement
Done when Every confirmed upcoming booking that requires a signed agreement is identified with contact details.
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2
DocuSign - check envelope status for each booking
docusign.com How to Automate DocuSign
WebRun opens DocuSign to check envelope status for each booking. - Open DocuSign and search for envelopes associated with each booking by organization name or email
- Check the envelope status: Sent, Signed, Declined, or not yet sent
- Flag any booking where the envelope is still in Sent status (unsigned) or was never sent
- Note the date the envelope was originally sent so the reminder can reference how long it has been outstanding
Done when Every confirmed booking is matched to a DocuSign envelope status: signed, unsigned, or missing.
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3
Gmail - draft document-request reminders
gmail.com How to Automate Gmail
WebRun opens Gmail to draft document-request reminders. - Draft a polite reminder email for each booking with an outstanding or missing signature
- Include the contact's name, the group visit date, and a note about which document is needed
- For envelopes not yet sent, include a placeholder for the DocuSign link your team will add before sending
- Save each email as a draft only and do not send until a staff member reviews and approves it
- Never send document-request emails automatically without explicit team approval
Done when A draft document-request reminder exists in Gmail for every booking with an unsigned or missing agreement.
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 chase clients for documents without team approval?
No. Every document request is saved as a Gmail draft. Your team reviews each one, adds any relevant DocuSign links, and sends them manually. No chaser goes out automatically.
What if a client already signed but the envelope is not in DocuSign yet?
WebRun checks the live DocuSign status each Monday. If a document was signed after the last run and the envelope status is updated to Signed, that booking will be excluded from the following week's chase batch.
Can it also send the DocuSign envelope directly?
Not automatically. WebRun surfaces which bookings need an envelope and drafts the reminder email. Sending or re-sending the DocuSign envelope requires a staff member to take that action in DocuSign, keeping document dispatch firmly in human hands.
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