Automated Zoho Sign Document Archiving
Every night, WebRun opens Zoho Sign, finds the documents that reached completed status that day, downloads each one with its completion certificate, files it in the right folder by document type, records the signers and signed date in Google Sheets, and drafts a Gmail note when a document has no obvious home.
How do I automatically file completed Zoho Sign documents?
Every night WebRun opens Zoho Sign, finds the documents completed that day, and files each one with its completion certificate in the right folder by type. It records the signers, signed date, and filing location in Google Sheets, so anyone can find a signed contract and its audit trail from one place.
- Every signed document is filed the night it completes
- The completion certificate is kept alongside the document
- One sheet answers where any signed contract lives
Built for operations leads · HR teams · legal admins · finance operations
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
sign.zoho.comin a real browser with your saved login - no setup, no API keys. -
1
Zoho Sign - collect completed documents
sign.zoho.com
WebRun opens Zoho Sign to collect completed documents. - Open Zoho Sign and filter documents to completed today
- For each one, capture the document name, every signer, and the signed date
- Take the completion certificate alongside the signed document
- Read the folder the document sits in so it can be filed to match
- Match each document to a type: contract, offer, consent, or agreement
- Delete nothing and void nothing. WebRun only reads and copies completed documents
Done when Every document completed today is captured with its signers and certificate.
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2
Google Sheets - log signers and location
google.com
WebRun opens Google Sheets to log signers and location. - Append one row per completed document with name, type, signers, and signed date
- Record where the document and its certificate were filed
- Add the request sender so it is clear who originated it
- Keep the sheet sorted by signed date so the newest sits at the top
Done when Every filed document has a row showing its signers, date, and location.
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3
Gmail - draft a query on anything unfiled
gmail.com
WebRun opens Gmail to draft a query on anything unfiled. - Draft a short note listing any document whose type or destination folder was unclear
- Include the document name, signers, and who sent the request
- Ask where it should be filed so the archive stays consistent
- Save it as a draft for the operations lead. WebRun sends no email on its own
Done when A drafted query on unfiled documents is waiting, or everything filed cleanly.
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 delete or void anything in Zoho Sign?
No. WebRun only reads documents that already reached completed status and copies them with their certificates. Nothing is voided, deleted, or moved out of Zoho Sign, and the query email is left as a Gmail draft.
Does it keep the completion certificate?
Yes. The certificate is filed alongside the signed document every time, because a signed contract without its audit trail is much harder to rely on later.
What happens to a document it cannot classify?
It is filed in a review folder and named in a drafted Gmail note asking where it belongs, so an unusual document never gets guessed into the wrong place or quietly skipped.
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Put this on autopilot.
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