Automated Good Standing Certificate Tracking
Every morning, WebRun opens Athennian, finds every client request for a certificate of good standing, drafts the order email to the state or filing agent for your review, and keeps a shared Google Sheet current with each request's status and turnaround time.
How do I manage certificate of good standing requests across many client entities?
WebRun reviews Athennian each morning for new certificate of good standing requests, checks each entity's compliance status before drafting the state order email in Gmail, and keeps a Google Sheet current with every request's status and expected turnaround, so your team can quote clients an accurate timeline without manually checking each state.
- Certificate orders are checked against live compliance status before they're drafted
- Clients get an accurate turnaround estimate instead of a guess
- Every request's status is visible in one sheet instead of scattered emails
Built for registered agent services · corporate compliance teams · paralegals · law firm operations
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
www.athennian.comin a real browser with your saved login - no setup, no API keys. -
1
Athennian - find new certificate requests
athennian.com
WebRun opens Athennian to find new certificate requests. - Open Athennian and filter to entities with a new certificate of good standing request logged
- Capture the entity, state, and reason for the request
- Check the entity's current compliance status before ordering, since a certificate can't issue if filings are behind
Done when Every new certificate request is listed with the entity's compliance status checked.
-
2
Gmail - draft the state order email
gmail.com
WebRun opens Gmail to draft the state order email. - Draft the order email or portal submission text to the state or filing agent for each entity in good standing
- Note in the draft any entity that is not current, so it is not ordered until fixed
- Leave every order as a draft in Gmail for your review before sending
Done when An order draft exists for every eligible certificate request.
-
3
Google Sheets - track request status
google.com
WebRun opens Google Sheets to track request status. - Add or update a row for each request with the entity, state, order date, and status
- Mark the expected turnaround time based on the state
- Update the row to received once the certificate arrives
Done when The tracker sheet shows every request's current status and expected turnaround.
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 order a certificate for an entity that isn't in good standing?
No. It checks the entity's compliance status in Athennian first and only drafts an order for entities that are current. Entities behind on filings are flagged instead.
Does it send the order to the state automatically?
No. Every order is drafted in Gmail and left unsent, since it may involve a state fee and account details you need to confirm first.
How do I know a request's status without asking?
The Google Sheet tracker updates with every request's order date, state, and expected turnaround, so anyone on the team can check it without pinging you.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.