Kick off new family intake the moment they say yes
Within minutes of a new family record appearing in Alora, WebRun compares it against your standard intake checklist, drafts a consent and intake packet in DocuSign covering whatever is missing, and drafts a welcome email in Gmail, both left unsent for a coordinator to review.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I start intake paperwork the moment a new family signs on?
WebRun checks Alora for every newly created family or client record, compares it against your standard intake checklist, and drafts a consent and intake packet in DocuSign along with a welcome email in Gmail. Both are left unsent for a coordinator to review and personalize, so a new family's paperwork starts the moment they say yes, without skipping human review.
- New family paperwork starts within minutes of the Alora record being created
- The consent packet only includes documents that are actually missing
- Coordinators personalize and send instead of assembling paperwork from scratch
Built for respite care agencies · intake coordinators · client onboarding teams · family caregiver support programs
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.alorahealth.comin a real browser with your saved login - no setup, no API keys. -
1
Alora - find the new family record
alorahealth.com How to Automate Alora
WebRun opens Alora to find the new family record. - Open Alora and check for a newly created family or client record
- Compare against your standard intake checklist to see which documents and consents are missing
- Capture the care level, requested schedule, and any funding source noted
Done when Every new family record has its missing intake items identified.
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2
DocuSign - draft the intake consent packet
docusign.com How to Automate DocuSign
WebRun opens DocuSign to draft the intake consent packet. - Draft a consent and intake packet covering every missing document for the family to sign
- Pre-fill the family and client details already captured in Alora
- Leave the envelope unsent for a coordinator to review before it goes out
Done when A complete intake packet draft exists in DocuSign for every new family.
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3
Gmail - draft the welcome email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the welcome email. - Draft a welcome email introducing the agency and explaining next steps
- Reference the specific documents the family will be asked to sign
- Leave the draft unsent for a coordinator to personalize and send
Done when A welcome email draft exists in Gmail for every new family record.
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 the consent packet get sent to the family right away?
No. WebRun drafts the DocuSign envelope and leaves it unsent. A coordinator reviews it and sends it, so no family receives a document WebRun prepared without a check.
How does it know which documents a family still needs?
It compares the new record in Alora against your standard intake checklist, so the packet only includes what is actually missing, not every document you have on file.
Can the welcome email be personalized before it goes out?
Yes. It is left as a Gmail draft specifically so your coordinator can add a personal note before sending it to the family.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.