Kick off a smooth onboarding for every new grant awardee
Every morning, WebRun opens Submittable, finds newly awarded grants where no onboarding has been started, prepares a DocuSign grant agreement envelope, drafts a welcome email in Gmail for the program officer to approve, and logs the new awardee in the onboarding tracker so nothing falls through.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically kick off onboarding for new grant awardees in Submittable?
WebRun checks Submittable every morning for newly awarded grants where onboarding has not started, pre-fills a DocuSign grant agreement from your standard template, and drafts a personalized welcome email in Gmail. Your program officer reviews and approves both documents before anything reaches the awardee.
- Every new awardee has a pre-filled grant agreement and welcome email ready within hours of the award decision
- Program officers spend time reviewing and personalizing, not building documents from scratch
- No document or email reaches an awardee without explicit program officer approval
Built for grantmakers · foundation program officers · grant program managers · nonprofit grant administrators
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
app.submittable.comin a real browser with your saved login - no setup, no API keys. -
1
Submittable - find new award decisions
submittable.com How to Automate Submittable
WebRun opens Submittable to find new award decisions. - Open Submittable and filter submissions to those with a newly awarded status where no onboarding record exists
- Capture the awardee name, organization, email, program name, award amount, and grant period
- Skip any awardee who already has an active onboarding package in progress
Done when Every new awardee without an active onboarding package is identified with their grant details.
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2
DocuSign - prepare grant agreement envelope
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare grant agreement envelope. - Create a new DocuSign envelope using the standard grant agreement template
- Pre-fill the awardee name, organization, award amount, and grant period from the Submittable record
- Set the routing order and leave the envelope in draft status for the program officer to review before sending
Done when A pre-filled DocuSign grant agreement envelope is staged in draft for program officer review. It is not sent automatically.
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3
Gmail - draft awardee welcome email for approval
gmail.com How to Automate Gmail
WebRun opens Gmail to draft awardee welcome email for approval. - Draft a welcome email to the awardee introducing the program officer and outlining next steps
- Include the grant period, key compliance dates, and instructions for executing the grant agreement
- Leave the draft unsent for the program officer to personalize and approve before sending
Done when A personalized welcome email draft is staged in Gmail for program officer approval. No email is sent automatically.
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 send the welcome email or DocuSign agreement to the awardee automatically?
No. Both the Gmail welcome email and the DocuSign envelope are staged as drafts for the program officer to review, personalize, and approve before anything reaches the awardee.
Can it use our existing grant agreement template in DocuSign?
Yes. It uses your existing DocuSign grant agreement template and pre-fills the awardee-specific fields from the Submittable record, so the document structure stays consistent.
What if the same awardee receives multiple grants in the same period?
It creates a separate onboarding package for each distinct award record in Submittable, so each grant gets its own agreement and welcome email staged for review.
Related templates
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