Automated Arborgold Contract Renewal Notices
Every Monday, WebRun opens Arborgold, finds seasonal snow removal contracts ending within the next 30 days, prepares a renewal envelope in DocuSign with the property, term, and rate filled in, and posts your account manager a Slack list of who is expiring so nothing lapses into next winter unrenewed.
How do I automatically flag and prep seasonal snow contract renewals?
WebRun checks Arborgold every Monday for seasonal snow contracts ending within 30 days, then prepares a DocuSign renewal envelope for each one with the property, term, and rate already filled in. It posts your account manager a Slack list of who is expiring, so every seasonal customer gets a renewal offer before their contract lapses into next winter.
- Every seasonal contract gets a renewal offer before it lapses
- Account manager reviews a ready-to-send envelope instead of drafting one from scratch
- Collection risks and complaints are flagged before a renewal goes out
Built for snow removal contractors with seasonal contracts · property management snow vendors · commercial snow removal account managers · Arborgold users
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.arborgold.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Arborgold - find seasonal contracts expiring soon
arborgold.com
WebRun opens Arborgold to find seasonal contracts expiring soon. - Open Arborgold and filter seasonal contracts by end date
- Capture contracts ending within the next 30 days with the property, term, and current rate
- Note any customer flagged as a collection risk or a service complaint this season
Done when Every seasonal contract ending within 30 days is listed with its property and rate.
-
2
DocuSign - prepare the renewal envelope for review
docusign.com
WebRun opens DocuSign to prepare the renewal envelope for review. - Prepare a renewal envelope for each expiring contract with the property, new term, and rate filled in
- Leave every envelope unsent in DocuSign for the account manager to review
- Do not send any envelope for signature on its own
Done when A DocuSign renewal envelope is prepared and unsent for every expiring contract.
-
3
Slack - alert the account manager
slack.com
WebRun opens Slack to alert the account manager. - Post a list of expiring contracts to the accounts channel with the property, current rate, and days until lapse
- Flag any customer noted as a collection risk or service complaint before renewal
Done when Account manager has this week's renewal list with envelopes staged in DocuSign.
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 renewal contracts to customers automatically?
No. Every renewal envelope is prepared in DocuSign and left unsent. Your account manager reviews the term and rate and sends it themselves.
How far ahead does it flag a contract?
The default is 30 days before the contract end date. You can set a longer or shorter window in your WebRun settings to match your renewal season.
What if a customer already renewed?
It checks the live contract status in Arborgold each Monday, so any customer who already signed a renewal is skipped automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.