Chase unsigned solar contracts before deals go cold
Every morning, WebRun checks DocuSign for solar contracts that were sent but not yet signed, cross-references the deal in Aurora Solar for context, drafts a personalised nudge email for each homeowner, and queues the draft in Gmail for the rep to approve before it goes out.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase unsigned solar contracts?
WebRun checks DocuSign every morning for solar contracts that have been waiting more than 48 hours without a signature. It pulls deal details from Aurora Solar, drafts a personalised nudge email for each homeowner in Gmail, and pings the assigned rep in Slack to review and send. Signed contracts are skipped automatically.
- No unsigned contract sits ignored for more than 48 hours
- Personalised nudges referencing the homeowner's own system are written in seconds
- Reps approve and send follow-ups without composing emails from scratch
Built for residential solar sales teams · solar company owners · solar project managers
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.docusign.comin a real browser with your saved login - no setup, no API keys. -
1
DocuSign - find unsigned contracts past 48 hours
docusign.com How to Automate DocuSign
WebRun opens DocuSign to find unsigned contracts past 48 hours. - Open DocuSign and filter envelopes to Sent status with no signer action in the last 48 hours
- Capture the envelope ID, homeowner name, email, and the date the contract was sent
- Skip any envelope already chased in the last 48 hours to avoid double-messaging
Done when Every unsigned contract past the 48-hour mark is listed with homeowner contact details.
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2
Aurora Solar - get deal and homeowner context
aurorasolar.com
WebRun opens Aurora Solar to get deal and homeowner context. - Look up the matching project in Aurora Solar using the homeowner name or email
- Read the system size, price, and savings estimate to personalise the nudge
- Note the assigned sales rep so the correct rep is tagged in Slack
Done when Each unsigned contract is enriched with proposal details from Aurora Solar.
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3
Gmail - draft a polite nudge email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a polite nudge email. - Draft a short, friendly reminder email for each homeowner referencing their specific system and savings
- Include the DocuSign signing link prominently
- Leave every draft unsent in Gmail for the rep to review and approve
Done when One unsent Gmail draft exists for every unsigned contract.
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4
Slack - alert reps to review and send
slack.com How to Automate Slack
WebRun opens Slack to alert reps to review and send. - Post a Slack message to the sales channel listing unsigned contracts and how many days each has been waiting
- Tag the assigned rep for each deal
- Include a direct link to Gmail drafts so the rep can approve in one click
Done when Every assigned rep has been notified in Slack and can send their drafts immediately.
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 emails to homeowners without my approval?
No. Every nudge is saved as a Gmail draft and requires the rep to review and click Send before anything reaches the homeowner.
How often will it chase the same homeowner?
It skips any contract already chased in the last 48 hours, so a homeowner will not receive more than one nudge every two days.
What if the homeowner already signed?
It reads the live envelope status in DocuSign each morning, so anyone who has signed is automatically excluded from that day's drafts.
Related templates
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