Automated Notary Weekly Volume Report
Every Monday, WebRun opens NotaryDash, counts all signings completed in the previous seven days, breaks down the volume by notary, loan type, and title company client, appends the totals to your Google Sheet history, and posts a clean weekly report to Slack.
How do I get an automatic weekly signing volume report for my notary agency?
WebRun opens NotaryDash every Monday, counts all signings completed in the previous seven days, and breaks down the volume by notary, loan type, and client. It appends the totals to your Google Sheet history and posts a clean summary to Slack, so your team starts the week knowing exactly how the prior week performed.
- Your team sees last week's full signing volume before Monday morning standup
- Top notaries and top clients are visible at a glance each week
- A growing Google Sheet history lets you spot trends and plan staffing
Built for notary signing agencies · notary agency managers · signing service operations teams · loan signing business owners
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
notarydash.comin a real browser with your saved login - no setup, no API keys. -
1
NotaryDash - count completed signings for the week
notarydash.com
WebRun opens NotaryDash to count completed signings for the week. - Open NotaryDash and filter completed orders for the previous 7 days
- Count total signings and break down by notary, loan type, and title company or lender client
- Note any days with unusually high or low volume compared to the prior week
Done when Last week's signing volume is tallied and broken down by notary, loan type, and client.
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2
Google Sheets - append to weekly volume history
google.com
WebRun opens Google Sheets to append to weekly volume history. - Open the weekly volume history sheet
- Append a new row with the week ending date, total signings, and the breakdown columns
- Calculate the week-over-week change in total volume
Done when Last week's totals are appended to the history sheet with week-over-week comparison.
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3
Slack - post weekly report
slack.com
WebRun opens Slack to post weekly report. - Post the weekly volume report to your ops or management Slack channel
- Include total signings, top notaries by volume, top clients, and the week-over-week change
- Add a link to the Google Sheet for the full breakdown
Done when Your team has last week's volume report in Slack with a link to the full data.
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 send the report to clients or just internally?
The report is posted to your internal Slack channel only. It is an ops digest for your team and is never sent to title companies or lenders.
What counts as a completed signing?
Any order marked Complete in NotaryDash during the 7-day window. Cancelled or incomplete orders are excluded from the volume count.
Can I see volume broken down by individual notary over time?
Yes. The weekly totals are appended to a Google Sheet each run, so you can filter by notary across any date range in Sheets to track individual performance over time.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.