On a schedule

Get a daily list of unsigned DocuSign envelopes

Each morning I know which contracts have been waiting on a signature for more than 3 days.

Runs: On a schedule
Apps: DocuSign
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every weekday at 9am, email me the DocuSign envelopes sent more than 3 days ago that aren't completed, with the recipient and the date sent.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Contracts have a way of stalling at the last step. A customer meant to sign on Monday and got pulled into something else; a counterparty's signer is on holiday; an email went to a spam folder. Each unsigned envelope is revenue or a project start that has not happened yet, yet nothing in DocuSign nags the sender. A contract that has been sitting for a week is much less likely to be signed than one chased on day three.

On the schedule you pick, the automation lists envelopes that are still sent or delivered but older than three days, then emails you the list. Each line shows the envelope name and how long it has been waiting, so you know whom to chase first.

Account managers, sales operations and anyone responsible for getting paperwork back will find it saves deals.

What you get out of it

Chase contracts on day three, not day thirty
A regular list means unsigned contracts are nudged while the customer still remembers them. Early follow-up recovers many contracts that would otherwise slip away unnoticed into the pile of things nobody got around to.
Forecasts reflect reality
Deals counted as closed but sitting unsigned distort a forecast. Seeing the list shows managers which numbers are firm and which are still waiting on a signature, so planning rests on money that is real.
Envelopes with wrong recipients are found
An envelope sent to an old email address will never be signed. A reminder list reveals those cases so you can correct the address and resend, instead of waiting on a person who never received it.
Chasing becomes a routine
The email tells you exactly whom to follow up with, so the job takes ten minutes instead of a hunt through DocuSign. Nothing relies on memory, and nothing depends on the one person who knows where to look.
Fewer missed deadlines
Contracts tied to a start date or a renewal need to be signed in time. The list highlights the ones at risk before the date arrives, which is far cheaper than negotiating an extension afterward.

How it works

What happens, step by step

Every morning at 9, ClickRuntime checks DocuSign for envelopes that were sent at least 3 days ago and are still waiting for a signature.
For each one it notes the document name, who it was sent to and the date it went out.
If anything is waiting, you get one email listing them all, so you know who to chase.

Before it runs live

Connect DocuSign

What you get

RunsOn a schedule

Get a daily list of unsigned DocuSign envelopestoday, 9:00Succeeded

Email · Unsigned envelopesAcme order form Q4 to jo@acme.com, sent 2026-10-13 Northwind NDA to dana@northwind.com, sent 2026-10-14

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other DocuSign steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

unsigned_envelope_reminder.pyexample

from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, notify, http

BASE = "https://na3.docusign.net/restapi/v2.1/accounts/YOUR_ACCOUNT_ID"

@on_trigger
def run(event):
    cutoff = datetime.now(timezone.utc) - timedelta(days=3)
    resp = http.get(f"{BASE}/envelopes",
                    headers={"Authorization": f"Bearer {credentials.connection('docusign', 'work')}"},
                    params={"from_date": (cutoff - timedelta(days=60)).isoformat(), "to_date": cutoff.isoformat(),
                            "status": "sent,delivered", "include": "recipients"})
    resp.raise_for_status()
    envelopes = resp.json().get("envelopes") or []
    lines = [f"{e['emailSubject']} to {', '.join(s['email'] for s in e['recipients']['signers'])}, "
             f"sent {e['sentDateTime'][:10]}" for e in envelopes]
    if lines:
        notify.email_me(f"{len(lines)} DocuSign envelopes waiting 3+ days", "\n".join(lines))
    return {"waiting": len(lines)}

FAQ

Common questions

How is three days measured?

It counts from when the envelope was sent, and includes envelopes whose status is sent or delivered, meaning no one has finished signing. The three-day cutoff can be changed to match how quickly your customers usually sign.

Does it remind the signers automatically?

No. It emails you the list, and you decide whom to contact. DocuSign has its own reminder settings for recipients, which can be used alongside this so that signers also receive a nudge directly from DocuSign while you decide who to call.

Will voided or expired envelopes appear?

No. Voided, declined and expired envelopes are not waiting for a signature, so they are left out. The list only includes envelopes that could still be completed with a signature today, so every line is something you can act on.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (on a schedule). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 15 minutes