All templates

Automated Work Authorization Signature Chaser

Every morning, WebRun opens Albi and DocuSign to find work authorization documents that have been sent but not yet signed. For each unsigned document, it drafts a polite reminder email to the homeowner and posts your project manager a Slack list of jobs waiting on signatures.

Runs on WebRun · Strict Lockdown policy
Every day at 7:30 AM WebRunorchestrates each step
1 Albi find jobs with pending authorizations
2 DocuSign check e-sign status
3 Gmail draft signature reminder
4 Slack alert PM of unsigned jobs
In short

How do I automatically chase unsigned work authorizations before restoration jobs start?

WebRun checks Albi and DocuSign every morning for work authorizations that have been sent but not yet signed. It drafts a polite signature reminder for each homeowner and posts your project manager a Slack list with urgency flags for jobs starting within 48 hours, so no crew ever shows up to a job without a signed authorization.

  • No job starts without a signed work authorization - gaps surface 48 hours before the crew arrives
  • Project managers review one daily Slack list instead of manually cross-checking Albi and DocuSign
  • Homeowners who viewed but did not sign are identified separately from those who never opened the document

Built for restoration project managers · water damage project coordinators · fire and mold restoration offices · restoration legal and compliance teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.albi.io in a real browser with your saved login - no setup, no API keys.

  2. 1
    Albi - find jobs with pending authorizations
    albi.io
    WebRun in Albi: find jobs with pending authorizations
    WebRun opens Albi to find jobs with pending authorizations.
    • Open Albi and filter jobs to those with work authorization status marked as pending or not returned
    • Capture the homeowner name, email, job address, and scheduled start date for each
    • Flag any job whose start date is within 48 hours and still lacks a signed authorization

    Done when Every job with a pending work authorization is listed with urgency flags for imminent start dates.

  3. 2
    DocuSign - check e-sign status
    docusign.com
    WebRun in DocuSign: check e-sign status
    WebRun opens DocuSign to check e-sign status.
    • Open DocuSign and check the envelope status for each pending authorization
    • Confirm which documents have been viewed but not signed versus those not yet opened
    • Note how many days each has been outstanding

    Done when The e-sign status and days outstanding are confirmed for every pending authorization.

  4. 3
    Gmail - draft signature reminder
    gmail.com
    WebRun in Gmail: draft signature reminder
    WebRun opens Gmail to draft signature reminder.
    • Draft a polite reminder email to each homeowner with an outstanding work authorization
    • Include a direct link to the DocuSign envelope and note any upcoming scheduled work date
    • Save as a draft for project manager review - do not send automatically

    Done when A Gmail draft reminder exists for every unsigned work authorization.

  5. 4
    Slack - alert PM of unsigned jobs
    slack.com
    WebRun in Slack: alert PM of unsigned jobs
    WebRun opens Slack to alert PM of unsigned jobs.
    • Post a summary to the project-manager Slack channel listing every job awaiting a signature
    • Highlight jobs with a start date within 48 hours as urgent
    • Include the homeowner name, job address, and days the document has been outstanding

    Done when PM has a Slack list of all unsigned work authorizations with urgency flags.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.albi.io
ScheduleRuns automatically on this cadence
Every day at 7:30 AM
DeliveryHow each run's result reaches you
Signature reminder drafts · Slack
OutputWhat each run produces - Gmail draft signature reminders for each unsigned authorization, plus a Slack summary with 48-hour urgency flags for the PM.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input GUARDRAIL
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send reminder emails to homeowners without my project manager approving?

No. Every reminder is saved as a Gmail draft for your project manager to review before sending. Nothing goes to the homeowner without human approval.

How does it know if a homeowner has signed?

It checks the live envelope status in DocuSign on every run. Once a document is signed, that job drops off the reminder list automatically.

What if the work authorization was signed on paper rather than through DocuSign?

If the Albi job record is updated to reflect a signed authorization, WebRun skips it. Make sure your team updates Albi when a paper authorization is received.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.