Automated PI Investigation Report Delivery Drafts
When a completed investigation report is uploaded to a case in CROSStrax, WebRun detects the new document, drafts a professional delivery email in Gmail with the report referenced, and, if a signature is needed, queues a DocuSign envelope for your review before anything is sent to the client.
How do I automatically draft report delivery emails when a PI case report is complete?
When an investigation report is uploaded and marked ready in CROSStrax, WebRun drafts a professional delivery email in Gmail personalised with the client name and case reference. Where a signature is needed, it also prepares a DocuSign envelope. Both sit in draft until you review and approve them, so no sensitive report leaves your agency without a final human check.
- Every completed report triggers a ready-to-send delivery draft with no manual setup
- Sensitive report content is never sent without a human reviewing the email first
- DocuSign signature envelopes are prepared automatically when acknowledgement is required
Built for PI agency owners · case managers · investigation report writers · PI firm administrators
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
www.crosstrax.coin a real browser with your saved login - no setup, no API keys. -
1
CROSStrax - detect the completed report upload
www.crosstrax.co
WebRun opens CROSStrax to detect the completed report upload. - Monitor CROSStrax for cases where a report document has been newly uploaded and the case status has moved to Report Ready
- Capture the client name, email address, case number, case type, and the report document reference
- Note whether the engagement requires a client acknowledgement signature on delivery
Done when The completed report details, client contact, and signature requirement are confirmed.
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2
DocuSign - prepare a signature envelope if required
docusign.com
WebRun opens DocuSign to prepare a signature envelope if required. - If a signature is required, open DocuSign and create a delivery acknowledgement envelope pre-addressed to the client
- Attach the report reference and set the signing fields, then save the envelope as a draft for your review
- Do not send the DocuSign envelope until you have reviewed and confirmed it
Done when A DocuSign draft envelope is ready for review when an acknowledgement signature is required.
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3
Gmail - draft the report delivery email for review
gmail.com
WebRun opens Gmail to draft the report delivery email for review. - Open Gmail and draft a professional report delivery email addressed to the client by name
- Reference the case number, case type, and completion date in the message body
- Include the DocuSign link or a note that the report is available in the client portal, then leave the draft unsent for your review
Done when A professional report delivery email draft is in Gmail Drafts, ready for your review before sending.
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 report to the client automatically?
No. WebRun drafts the delivery email and prepares the DocuSign envelope, but nothing is sent to the client until you review and approve each item. Sensitive investigation reports never leave your control.
What if the report contains sensitive subject information?
WebRun references the case number and report document from CROSStrax in the draft but does not copy report content into the email body. The full report is shared only via the method you choose, such as the CROSStrax client portal or a DocuSign envelope.
Can it handle reports that require a client signature before delivery?
Yes. When a signature is required, WebRun creates a DocuSign draft envelope alongside the Gmail draft. You review and send both when you are satisfied with the content.
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