Send Tenant Move-In & Move-Out Checklists
Every morning, WebRun checks Buildium for tenants with a move-in or move-out within the next seven days, personalises the checklist template in DocuSign with their name and unit, and creates a Gmail draft for you to review and send.
How can I automatically send move-in and move-out checklists to tenants?
Every morning, WebRun checks Buildium for tenants with a move-in or move-out within seven days, personalises the checklist template in DocuSign with their name and unit details, and creates a Gmail draft for you to review and send - no document goes to a tenant without your approval.
- Every move-in and move-out has a personalised checklist prepared on time
- No checklist step missed during a busy turnover period
- Drafts queued for review - nothing sent without sign-off
Built for property managers · leasing teams · residential property companies · self-managing landlords
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
app.buildium.comin a real browser with your saved login - no setup, no API keys. -
1
Buildium - find upcoming move-ins and move-outs
buildium.com
WebRun opens Buildium to find upcoming move-ins and move-outs. - Open the Residents section in Buildium and filter to move-ins and move-outs within the next 7 days
- Capture tenant name, unit number, move date, and lease type (move-in or move-out)
- Note any special instructions or pet clauses that should appear on the checklist
Done when All upcoming move-ins and move-outs are identified with their details.
-
2
DocuSign - personalise the checklist document
docusign.com
WebRun opens DocuSign to personalise the checklist document. - Open the move-in or move-out checklist template in DocuSign based on the lease type
- Pre-fill the tenant name, unit address, and scheduled move date
- Save as a draft envelope - do not send until you approve
Done when A personalised checklist envelope is saved as a draft in DocuSign.
-
3
Gmail - draft the email with the checklist attached
gmail.com
WebRun opens Gmail to draft the email with the checklist attached. - Draft an email to the tenant with a warm introduction and the DocuSign link embedded
- Include the move date, any key instructions (e.g. key collection, parking), and your contact details
- Save as a Gmail draft - nothing reaches the tenant until you approve both the email and the DocuSign envelope
Done when A paired Gmail draft and DocuSign draft are ready for your review for each tenant.
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 the checklist be sent to the tenant without my approval?
No - both the Gmail email and the DocuSign envelope are drafts until you approve and send them yourself.
Can I use different checklist templates for different property types?
Yes. Keep separate DocuSign templates (e.g. apartment, house, commercial) and WebRun will pick the right one based on the unit type in Buildium.
What if the tenant's move date changes?
The next morning's run will pick up the updated date from Buildium and create a fresh draft - the old draft can simply be discarded.
Related templates
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