Automated SignDesk Onboarding Checklist Tracking
Every morning, WebRun opens SignDesk, checks every active onboarding case for which documents have been collected and which are still outstanding, logs the checklist status to Google Sheets, and drafts a Gmail request listing the missing items for whoever is waiting on them.
How do I track outstanding SignDesk onboarding documents?
WebRun checks SignDesk every morning for onboarding cases with outstanding documents, logs the checklist status of every case to Google Sheets, and drafts a Gmail request listing what's still missing. You review and send every request, so onboarding stays organized without an automated email reaching a customer unreviewed.
- Every onboarding case's checklist is current every morning
- Outstanding document requests are drafted and ready, not sent unreviewed
- No case stalls silently waiting on a document no one requested
Built for banks and NBFCs · HR teams · legal operations · compliance teams
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
signdesk.comin a real browser with your saved login - no setup, no API keys. -
1
SignDesk - check each case's document checklist
signdesk.com
WebRun opens SignDesk to check each case's document checklist. - Open SignDesk and list active onboarding cases
- Read which required documents are collected and which are outstanding for each
- Note how long each case has been open
Done when Every active case's checklist has been read.
-
2
Google Sheets - log the checklist status
google.com
WebRun opens Google Sheets to log the checklist status. - Add or update a row for each case with its checklist status
- Mark each required document as collected or outstanding
- Keep one running sheet across all cases
Done when Every active case's checklist status is logged in Google Sheets.
-
3
Gmail - draft a request for missing items
gmail.com
WebRun opens Gmail to draft a request for missing items. - Draft a request listing the outstanding documents for each case
- Reference the case and the deadline if one exists
- Leave every draft unsent for your review
Done when A request draft is ready in Gmail for every case with missing documents.
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 email the customer without me?
No. WebRun only drafts the document request in Gmail. A human reviews and sends every request, WebRun never sends one on its own.
Does it approve or reject a document?
No. It only reads which documents SignDesk already shows as collected or outstanding. It never reviews or approves a document itself.
What happens once all documents are in?
It reads the live checklist status each morning, so a case with everything collected stops appearing in the outstanding list automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.