Automated Notary Commission and E&O Expiry Tracker
Every Monday, WebRun reads your notary roster in Google Sheets, identifies anyone whose commission or E&O insurance expires within the next 60 days, posts an internal alert to Slack, and drafts a renewal reminder email to each affected notary for your review.
How do I track notary commission and E&O insurance expiry dates automatically?
WebRun reads your notary roster in Google Sheets every Monday, identifies anyone whose commission or E&O insurance expires within 60 days, posts an internal alert to Slack with critical cases flagged, and drafts a renewal reminder email to each affected notary for your review. No email is sent to a notary until you approve it.
- No notary is dispatched with a lapsed commission or expired E&O policy
- Renewal reminders go out 60 days before expiry, giving notaries time to act
- Critical 14-day expirations are flagged in Slack so your team can follow up urgently
Built for notary signing agencies · signing service managers · notary agency compliance officers · mobile notary network 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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - find upcoming credential expirations
google.com
WebRun opens Google Sheets to find upcoming credential expirations. - Open the notary roster sheet and read the commission expiry and E&O policy expiry dates for each notary
- Flag anyone with an expiry within the next 60 days as a priority
- Separate the list into commission renewals and E&O renewals for clarity
Done when All notaries with expirations within 60 days are listed with their credential type and expiry date.
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2
Slack - post internal expiry alert
slack.com
WebRun opens Slack to post internal expiry alert. - Post the weekly expiry alert to your ops or compliance Slack channel
- List each notary, their expiry date, the type of credential expiring, and days remaining
- Flag anyone expiring within 14 days at the top as critical
Done when Your team has this week's credential expiry summary in Slack.
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3
Gmail - draft renewal reminder to notary
gmail.com
WebRun opens Gmail to draft renewal reminder to notary. - Draft a renewal reminder email to each notary whose credential expires within 60 days
- Specify which credential is expiring, the expiry date, and steps to renew
- Leave every draft unsent for your review before it reaches the notary
Done when A renewal reminder draft is waiting in Gmail for every notary with an upcoming expiry.
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 email notaries about renewals automatically?
No. Renewal reminder emails are drafted in Gmail and left for your review. Nothing is sent to a notary until you approve and send it.
How far in advance does it flag an expiry?
The default window is 60 days, with critical alerts at 14 days. You can adjust both thresholds during setup to match your compliance requirements.
What if a notary has already renewed but the sheet is not updated?
WebRun reads the dates in your Google Sheet. If the updated expiry date has been recorded, the notary is not flagged. Keep the sheet current and the alerts stay accurate.
Related templates
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