Collect all the documents from a new vendor
Every morning, WebRun checks your vendor-onboarding tracker in Google Sheets, emails a reminder to any vendor who has outstanding documents, and posts a progress summary to Slack so you can see at a glance who is cleared and who is blocked.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically collect compliance documents from new vendors?
Every morning, WebRun checks your vendor-onboarding tracker in Google Sheets, identifies which compliance documents each new vendor has yet to submit, emails a polite reminder to each outstanding vendor, and posts a progress summary to Slack - so you always know who is cleared and who is still blocked.
- Every new vendor chased for outstanding documents without manual follow-up
- Clear daily view of which vendors are onboarded and which are blocked
- Compliance gaps caught before vendors go active
Built for procurement teams · compliance managers · vendor managers · operations 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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - check onboarding checklist per vendor
google.com How to Automate Google Sheets
WebRun opens Google Sheets to check onboarding checklist per vendor. - Open the Vendor Onboarding tracker and find every vendor with Status ≠ Complete
- Identify which required documents (W-9, COI, bank details, NDA, trade references) are still missing for each vendor
- Note the date the vendor was first contacted and how many days have passed
Done when Every in-progress vendor has a clear list of outstanding documents.
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2
Gmail - draft document-request reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft document-request reminder. - Draft a polite, specific reminder email to each vendor's onboarding contact listing exactly which documents are still needed
- Include a secure upload link or reply instruction
- Save as draft - do not send until you approve
Done when A draft reminder email exists for every vendor with missing documents.
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3
Slack - post daily onboarding progress
slack.com How to Automate Slack
WebRun opens Slack to post daily onboarding progress. - Post a daily onboarding progress report: vendor name, documents still missing, days in flight
- Highlight vendors who have been waiting more than 7 days as needing escalation
Done when The team has today's vendor onboarding progress report in Slack.
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 vendors without my approval?
No - every reminder is a Gmail draft. You review and send each one, so no vendor receives an automated message without your sign-off.
What documents does it track?
Whatever you put in the Google Sheets checklist - W-9, certificate of insurance, bank details, NDA, references. Customize the list to match your compliance requirements.
What happens once a vendor submits everything?
Mark the vendor as Complete in the sheet and it drops off the daily report automatically.
Related templates
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