Chase missing deal documents before delivery day
Every morning, WebRun scans deals in progress in IDS Astra for missing or unsigned documents, checks DocuSign for any envelopes still awaiting signature, drafts a chaser email to the customer for each outstanding item, and sends your F&I manager a Telegram alert listing every deal at risk of a delayed delivery.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track and chase missing deal documents before RV delivery day?
WebRun scans IDS Astra every morning for deals with delivery dates in the next five days, checks DocuSign for stalled signature envelopes, and sends the F&I manager a Telegram alert listing every deal at risk. Customer chaser emails are drafted and held for review before any message is sent.
- Missing documents are flagged days before delivery, not on the morning of
- Stalled DocuSign envelopes are caught and escalated automatically
- F&I managers start every day with a clear at-risk deal list
Built for RV F&I managers · RV dealers · trailer dealership finance teams
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
www.ids-astra.comin a real browser with your saved login - no setup, no API keys. -
1
IDS Astra - identify deals with missing documents
ids-astra.com How to Automate IDS Astra
WebRun opens IDS Astra to identify deals with missing documents. - Open the Sales module in IDS Astra and filter to deals with a scheduled delivery date in the next five days
- Check each deal for required document checklist completion
- List any missing items: proof of insurance, trade-in title, down-payment receipt, financing approval
Done when Every at-risk deal is listed with its specific missing documents.
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2
DocuSign - check envelope signature status
docusign.com How to Automate DocuSign
WebRun opens DocuSign to check envelope signature status. - Check DocuSign for any envelopes sent to these customers that are still pending signature
- Note how many days the envelope has been waiting
- Flag envelopes open more than 48 hours as stalled
Done when Every outstanding DocuSign envelope is identified and aged.
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3
Telegram - alert F&I manager of at-risk deals
telegram.org How to Automate Telegram
WebRun opens Telegram to alert F&I manager of at-risk deals. - Send the F&I manager a Telegram message listing every deal with missing documents or stalled envelopes
- For each deal include the customer name, delivery date, and the specific items still outstanding
- Include a note that chaser emails are drafted in the queue for their review before sending
Done when The F&I manager has a Telegram alert with every at-risk deal before the morning standup.
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 chaser emails to customers without my approval?
No. Customer chaser emails are drafted and held in a review queue. The F&I manager approves each one before it is sent. Only the internal Telegram alert to your manager goes out automatically.
What documents does it check for?
You configure the required document checklist during setup to match your dealership's F&I process. Common items include proof of insurance, trade-in title, financing approval, and signed purchase agreement.
What if a document was collected but not logged in IDS Astra?
WebRun reads the document status as it appears in IDS Astra. If a document was received but not updated in the system, the F&I manager will see it flagged and can mark it resolved after confirming.
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