Chase down new account paperwork for you
Every morning, WebRun opens Redtail Technology to find accounts opened in the last 30 days, checks each one's paperwork status in DocuSign, and posts a Slack list of which forms are signed, which are outstanding, and how many days each has been waiting.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track which new account paperwork is still outstanding?
WebRun checks new account paperwork every morning by matching accounts opened in Redtail Technology against their live signature status in DocuSign. It posts a Slack list split into signed, partially signed, and not started, with the longest outstanding accounts at the top, so nothing stalls in the opening process. It never contacts a client to chase a signature on its own.
- No new account paperwork sits unsigned without you knowing
- The oldest outstanding signatures surface first, every morning
- Nothing required for an account type gets missed
Built for Registered Investment Advisors · RIA operations staff · client service associates · onboarding teams
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
www.redtailtechnology.comin a real browser with your saved login - no setup, no API keys. -
1
Redtail Technology - find accounts in the opening process
redtailtechnology.com How to Automate Redtail Technology
WebRun opens Redtail Technology to find accounts in the opening process. - Open Redtail Technology and filter to accounts opened or in progress in the last 30 days
- Capture the client name, account type, and advisor for each
- Note which documents are required for that account type
Done when Every account in the opening process is listed with its required documents.
-
2
DocuSign - check the signature status
docusign.com How to Automate DocuSign
WebRun opens DocuSign to check the signature status. - Look up the envelope for each account's paperwork
- Read the signature status for each required document
- Calculate how many days each unsigned envelope has been outstanding
Done when Every account has a current signature status and an outstanding day count.
-
3
Slack - report outstanding paperwork
slack.com How to Automate Slack
WebRun opens Slack to report outstanding paperwork. - Post a list split into fully signed, partially signed, and not yet started
- Put accounts outstanding the longest at the top
- Leave any signature nudge for you to send personally. WebRun never contacts a client directly
Done when You have a ranked list of outstanding new account paperwork in Slack.
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
Does it send signature reminders to clients?
No. WebRun only reads the signature status in DocuSign and reports it internally. Any nudge to a client to sign is one you send yourself.
How does it decide what paperwork is required?
It reads the account type from Redtail Technology and checks the envelope in DocuSign for each document that account type needs, so nothing required gets missed.
What counts as outstanding?
Any required document not yet fully signed. It tracks how many days each has been waiting so the oldest, most at risk accounts surface first.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.