Catch PandaDoc documents before they expire unsigned
Every morning, WebRun opens PandaDoc, finds documents sent for signature that are still unsigned and due to expire within a week, creates a Trello card per document with its owner and expiry date, and sends your team a WhatsApp list ordered by which expires first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I stop PandaDoc documents from expiring before they are signed?
WebRun watches your PandaDoc pipeline every morning. It finds documents sent for signature that are still unsigned with an expiry date inside seven days, opens a Trello card per document with the right due date and owner, and sends your team a WhatsApp list ordered by deadline.
- No deal dies because a document quietly expired
- Each expiring document has an owner and a dated Trello card
- The team sees the soonest deadline first, every morning
Built for sales teams · agencies · professional services firms · revenue 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
app.pandadoc.comin a real browser with your saved login - no setup, no API keys. -
1
PandaDoc - find documents expiring unsigned
pandadoc.com
WebRun opens PandaDoc to find documents expiring unsigned. - Open PandaDoc and filter documents to Sent and Viewed status
- Find every document with an expiry date inside the next 7 days that is not yet completed
- Capture the document name, recipient, sender, value, and expiry date
- Note whether the recipient has opened it yet
Done when Every unsigned document expiring within 7 days is listed with its recipient and date.
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2
Trello - open a card per document
trello.com How to Automate Trello
WebRun opens Trello to open a card per document. - Open your Trello deals board and go to the expiring documents list
- Create a card per document titled with the recipient and the expiry date
- Set the card due date to the document's expiry date and assign the sender
- Update an existing card rather than adding a duplicate if one is already open
Done when Every expiring document has one owned Trello card with the right due date.
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3
WhatsApp - send the team the deadline list
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to send the team the deadline list. - Send the list to your internal sales group, soonest expiry first
- Show for each one the recipient, the value, the expiry date, and whether it has been opened
- Name the owner who needs to follow up
- Message the internal group only. WebRun never messages the signer
Done when The team has today's expiring-document list in their WhatsApp group.
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 message the person who has to sign?
No. The WhatsApp message goes to your internal team group only. WebRun never contacts a recipient, never resends a document, and never triggers a PandaDoc reminder on your behalf.
Does it change document expiry dates?
No. WebRun reads the expiry date PandaDoc already holds and reports it. Extending an expiry, resending, or voiding a document stays a manual decision for the document owner.
What happens when a document gets signed?
It drops off the next list. WebRun reads live PandaDoc status each morning, so a completed document is excluded and its Trello card is marked done rather than chased again.
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