Automated Notary Client Signing Status Updates
Every morning, WebRun checks Snapdocs for orders that reached a new milestone since yesterday, drafts a concise status update email to the relevant title company or lender for your review, and logs each update in your communications sheet so nothing is sent twice.
How do I automatically send signing status updates to title companies?
WebRun checks Snapdocs each morning for signing orders that hit a new milestone, drafts a concise status update email to the title company or lender for each one in Gmail, and logs every outreach in Google Sheets. Your clients stay informed at every key step without you composing each message manually, and no update goes out until you approve it.
- Title companies get timely milestone updates without you writing each email
- Your communications log shows exactly what has been sent and what is pending
- Clients trust your agency more when they are kept informed at every step
Built for notary signing agencies · signing service coordinators · mobile notary businesses · loan signing agents working with title companies
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.snapdocs.comin a real browser with your saved login - no setup, no API keys. -
1
Snapdocs - find orders with new milestones
snapdocs.com
WebRun opens Snapdocs to find orders with new milestones. - Open Snapdocs and review orders for status changes since the last run
- Identify orders that moved to Confirmed, Signing Completed, or Documents Returned
- Capture the order ID, milestone reached, title company contact, and timestamp
Done when All orders with new milestones are listed with the title company contact details.
-
2
Gmail - draft status update to client
gmail.com
WebRun opens Gmail to draft status update to client. - Draft a brief, professional status update email to the title company or lender contact for each order
- State the milestone clearly: confirmed, signing complete, or package returned
- Leave every draft unsent for your review before it goes to the client
Done when A status update draft is ready in Gmail for each order that hit a new milestone.
-
3
Google Sheets - log update for each order
google.com
WebRun opens Google Sheets to log update for each order. - Open the communications log sheet
- Append a row for each update drafted, with the order ID, client name, milestone, and draft date
- Mark the update as Pending Send so you know what is waiting for your approval
Done when The communications log reflects all pending status update drafts.
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 status updates to title companies automatically?
No. Every status email is drafted in Gmail and held for your review. Nothing goes to a client until you approve and send it.
Which milestones trigger a status update?
By default: order confirmed, signing completed, and documents returned. You can adjust this list when you set up the workflow to match what your clients want to hear about.
What if the same order hits two milestones before the morning run?
WebRun drafts a single update per order per run reflecting the latest milestone. The communications log flags the order so you can add context if needed before sending.
Related templates
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