注册代理与合规申报

注册代理与合规申报的自⁠动⁠化⁠模⁠板

12 个现成工作流，专为注册代理与合规申报打造。每个都对应团队每周要做的一项实际工作，直接在您常用的工具里完成。这里最常用的应用：Athennian、Gmail、Slack。

启用第一个工作流按应用浏览

Automated State Filing Rejection Alerts

WebRun finds filings marked rejected by the state in Athennian, drafts the corrected packet for re-signature in Adobe Acrobat Sign, and alerts your compliance team in Slack with the rejection reason.

Adobe Acrobat Sign›

Automated Service of Process Notifications

WebRun logs each service of process document received in Athennian, stores the scanned copy in Dropbox, and drafts an urgent client notification email in Gmail for your review the moment it lands.

Automated Registered Agent Change Alerts

WebRun watches Athennian for entities with a registered agent resignation or change flagged, drafts the statutory agent appointment form in DocuSign for review, and alerts your compliance team in Slack.

Automated Good Standing Certificate Tracking

WebRun reads incoming certificate of good standing requests logged in Athennian, drafts the state order email for each for review, and tracks every request's status on a shared Google Sheet.

Automated Franchise Tax Due Date Alerts

WebRun finds client entities with a franchise tax payment due soon in Athennian, files the state notice in Dropbox, and posts your billing team a Slack list of who's due and how much.

Automated Foreign Qualification Checklists

WebRun reads each new foreign qualification request in Athennian, builds the state's checklist as Asana tasks, and drafts the supporting document request needed to file for review.

Automated Entity Formation Status Tracking

WebRun checks Athennian for entities still pending state formation approval, logs each one's status to a shared Google Sheet, and pings Telegram the moment a formation is approved.

Google Sheets›

Automated Document Forwarding Confirmation Tracking

WebRun checks Athennian for documents marked forwarded to a client without a receipt confirmation, verifies the scanned copy is filed in Dropbox, and pings your operations team in Telegram when a confirmation is still outstanding.

Automated Client Entity Renewal Summaries

WebRun compiles every client entity's upcoming renewal in Athennian onto a shared Google Sheet and drafts each account manager a weekly Outlook summary of what's due and what needs client attention.

Google Sheets›

Automated Business License Expiration Alerts

WebRun finds client entities with a business license expiring soon in Athennian, creates a renewal task on your Trello board, and sends a compact Telegram alert to the responsible team member.

Automated Beneficial Ownership Filing Reminders

WebRun finds client entities with a beneficial ownership information report due in Athennian, drafts the ownership data collection form in DocuSign, and drafts a client reminder email in Gmail for review.

Automated Annual Report Filing Deadline Alerts

WebRun finds which client entities have an annual report due soon in Athennian, drafts a reminder email for each contact, and posts your compliance team a clear list of who still needs to file.

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