Aisle Planner Automated Contract Signature Chasing
Every morning, WebRun opens Aisle Planner, finds contracts sent more than three days ago with no signature logged, checks the live envelope status in DocuSign, and drafts a friendly reminder email to the client in Gmail for you to review before it sends.
How do I automatically chase clients to sign their wedding planning contract?
WebRun checks Aisle Planner every morning for contracts sent but not yet signed, confirms each one against the live envelope status in DocuSign, and drafts a friendly reminder email in Gmail for every client still outstanding. It leaves each reminder unsent for your review, so contracts get chased consistently without you tracking envelopes by hand.
- Unsigned contracts get chased consistently instead of falling through the cracks
- Clients who already signed are automatically skipped from the next reminder
- Bookings move from proposal to signed contract faster
Built for wedding planners · event planning studios · solo planners · booking coordinators
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.aisleplanner.comin a real browser with your saved login - no setup, no API keys. -
1
Aisle Planner - find contracts sent but not yet signed
aisleplanner.com
WebRun opens Aisle Planner to find contracts sent but not yet signed. - Open Aisle Planner and list every contract sent more than 3 days ago
- Filter out any already marked signed
- Capture the client name, wedding date, and the contract sent date for each
Done when Every outstanding contract is listed with its client and how long it has been pending.
-
2
DocuSign - confirm the live signature status
docusign.com
WebRun opens DocuSign to confirm the live signature status. - Open DocuSign and look up the matching envelope for each outstanding contract
- Confirm whether it is still awaiting signature or was signed outside Aisle Planner
- Drop any envelope that DocuSign already shows as completed
Done when Every remaining contract is confirmed still unsigned in DocuSign, not just in Aisle Planner.
-
3
Gmail - draft a signature reminder for the client
gmail.com
WebRun opens Gmail to draft a signature reminder for the client. - Draft a friendly, on-brand signature reminder for each client still outstanding
- Reference their wedding date and a direct link to the DocuSign envelope
- Save each message as a Gmail draft, left unsent for your review
Done when A ready-to-send reminder draft exists in Gmail for every contract still awaiting signature.
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 clients without my approval?
No. Every reminder is saved as a Gmail draft only. WebRun never contacts a client until you open the draft and send it yourself.
How does it avoid chasing a contract that was already signed?
It checks the live envelope status in DocuSign on every run, not just the record in Aisle Planner, so a same-day signature is caught before a reminder gets drafted.
How long does it wait before flagging a contract as overdue?
The default is 3 days after sending, and you can adjust that window to match how quickly you expect clients to sign.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.