Automated Notary Signing Confirmations
When a new signing order arrives in Snapdocs, WebRun reads the appointment details, drafts a confirmation email to the signer for your review, and logs the order in your Google Sheet so nothing slips through.
How do I automatically confirm notary signing appointments from Snapdocs?
WebRun monitors Snapdocs for new signing orders, reads the appointment details, and drafts a signer confirmation email in Gmail for your review before anything is sent. It also logs every order in Google Sheets so your pipeline stays organized and no appointment slips through without a confirmation.
- Every new order gets a drafted confirmation within minutes, not hours
- Signers receive clear appointment details before the day of signing
- Your order log stays current without manual data entry
Built for notary signing agencies · mobile notaries · loan signing agents · title company partners
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
app.snapdocs.comin a real browser with your saved login - no setup, no API keys. -
1
Snapdocs - read new signing order
snapdocs.com
WebRun opens Snapdocs to read new signing order. - Open Snapdocs and navigate to the new order
- Read the signer name, address, appointment time, loan type, and document package
- Note the title company or lender contact for reference
Done when All appointment details for the new order have been captured.
-
2
Gmail - draft confirmation to signer
gmail.com
WebRun opens Gmail to draft confirmation to signer. - Draft a confirmation email addressed to the signer with the appointment date, time, and location
- Include what to bring and what to expect at the signing
- Leave the draft unsent for your review before it goes out
Done when A confirmation email draft is waiting in Gmail for your approval.
-
3
Google Sheets - log order for tracking
google.com
WebRun opens Google Sheets to log order for tracking. - Open the signing order tracker sheet
- Append a new row with the order ID, signer name, appointment time, loan type, and status set to Pending Confirmation
- Save the row so the order is visible in the master log
Done when The new order appears in the tracking sheet with all key details.
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 confirmation email automatically?
No. WebRun drafts the email and leaves it in Gmail for you to review and send. Nothing goes to the signer without your approval.
What details does the confirmation include?
The appointment date, time, and address from Snapdocs, plus what the signer should bring and expect. You can customize the template to match your standard language.
Does it work with orders from title companies directly, not just Snapdocs?
The workflow reads from Snapdocs. For direct orders, a separate intake form or email trigger can feed the same confirmation and logging steps.
Related templates
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