Automated SignWell Signed Contract Kickoff Scheduling
Every few hours, WebRun opens SignWell, checks every sent document for a new signed status, holds a tentative kickoff meeting slot on Google Calendar for the account owner, and posts a Microsoft Teams alert so they can confirm the time and send the actual invite.
How do I schedule a kickoff after a SignWell contract is signed?
WebRun checks SignWell every few hours for contracts that just turned signed, holds a tentative kickoff slot on the account owner's Google Calendar, and posts a Microsoft Teams alert so they can confirm the time and send the invite. Kickoffs get proposed within hours of signing, while the actual invite always waits on a human.
- Kickoff meetings get a proposed slot within hours of signing
- Account owners are alerted the moment a contract is signed
- No kickoff invite goes to a client without a human confirming it
Built for account managers · customer onboarding teams · agencies · professional services firms
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
signwell.comin a real browser with your saved login - no setup, no API keys. -
1
SignWell - check for newly signed contracts
signwell.com
WebRun opens SignWell to check for newly signed contracts. - Open SignWell and list documents sent for signature
- Check each one's current status
- Separate out anything newly marked signed since the last run
Done when Every newly signed contract since the last run is identified.
-
2
Google Calendar - hold a tentative kickoff slot
calendar.google.com
WebRun opens Google Calendar to hold a tentative kickoff slot. - Check the account owner's calendar for the next open slot
- Hold it as a tentative kickoff meeting
- Leave the actual invite unsent for the owner to send
Done when A tentative kickoff slot exists for every newly signed contract.
-
3
Microsoft Teams - alert the account owner
microsoft.com
WebRun opens Microsoft Teams to alert the account owner. - Post a Teams message tagging the account owner
- Include the client name and the tentative slot
- Skip the alert if nothing was signed this run
Done when The account owner has been alerted in Teams for every newly signed contract.
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 kickoff invite to the client?
No. WebRun only holds a tentative slot on the internal calendar and alerts the account owner in Teams. A human confirms the time and sends the actual invite to the client.
Does it send anything for signature itself?
No. It only reads documents already sent and signed through SignWell. It never creates or sends a new document for signature.
What if the account owner is already busy at that time?
It looks for the next genuinely open slot on their calendar, so the tentative hold never overlaps an existing meeting.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.