Automated Notarize Session Filing
Every hour, WebRun checks Notarize for sessions that completed since the last run, saves the notarized document and its notary certificate to the matching client folder in Google Drive, and posts a Slack notification to the operations team so the file closes out the same day.
How do I automatically file completed Notarize documents?
WebRun checks Notarize every hour for sessions that just completed. It saves the notarized document and certificate to the matching client folder in Google Drive and posts a Slack notification to the operations team, so a finished notarization gets filed and flagged the same day instead of sitting in the Notarize dashboard.
- Completed sessions get filed the same hour they finish
- Operations gets notified without checking the Notarize dashboard
- In-progress sessions are never mistakenly filed as complete
Built for title and escrow companies · real estate operations · legal operations · mobile notary businesses
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
www.notarize.comin a real browser with your saved login - no setup, no API keys. -
1
Notarize - find completed notarization sessions
notarize.com
WebRun opens Notarize to find completed notarization sessions. - Open Notarize and check for sessions completed since the last run
- Capture the signer name, document type, and completion time for each
- Download the notarized document and certificate
Done when Every completed session is listed with its document and signer.
-
2
Google Drive - file the notarized document
drive.google.com
WebRun opens Google Drive to file the notarized document. - Save the notarized document and certificate to the matching client or matter folder
- Name the file with the signer and completion date
- Skip anything already filed this run
Done when Every completed session has its document filed in Drive.
-
3
Slack - notify the operations team
slack.com
WebRun opens Slack to notify the operations team. - Post a notification to the operations channel for each filed document
- Include the signer, document type, and Drive link
- Group multiple sessions into one message if several complete at once
Done when The operations channel has a notification for every completed session.
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
Does it start or approve a notarization session?
No. WebRun only files documents from sessions that are already complete. Starting, conducting, or approving a notarization always happens between the signer and the notary.
Who can see the filed documents?
Only the Drive folder you point WebRun at, which should be as restricted as the rest of your notarized document storage.
What if a session is still in progress?
It's skipped until Notarize marks it complete, so nothing partial or unsigned ever gets filed.
Related templates
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