Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
ATM operators
Automated Vault Cash Replenishment Forecasts
Every Monday, WebRun reviews dispense trends across every route in Switch Commerce, forecasts how much cash the vault will need for the coming week, drafts an order recommendation email for your cash logistics contact to review, and posts the forecast to Slack.
ATM operators
Automated Switch Commerce Downtime Alerts
WebRun watches Switch Commerce for any terminal that drops offline or stops communicating, opens a Zendesk ticket with the terminal's history, and alerts your team in Slack so a technician gets dispatched before surcharge revenue is lost.
ATM operators
Automated ATM Surcharge Revenue Reports
Every Monday, WebRun opens Switch Commerce, totals last week's surcharge revenue by terminal and route, builds the breakdown into Google Sheets, and reconciles the total against what QuickBooks has booked.
ATM operators
Automated ATM Placement Onboarding Checklists
When a new placement agreement is signed, WebRun checks DocuSign for the completed terms, creates the terminal profile and route assignment in Switch Commerce, drafts a welcome email with the install date for your review, and posts the onboarding checklist to Slack.
ATM operators
Automated Monthly ATM Terminal Profitability
On the last day of each month, WebRun combines each terminal's Switch Commerce revenue with its costs from QuickBooks, ranks every terminal from most to least profitable, and saves the finished workbook to Google Drive.
ATM operators
Automated ATM Location Commission Statements
On the 1st of each month, WebRun opens Switch Commerce, calculates last month's surcharge revenue and commission owed to each location owner, builds the statement in Google Sheets, and drafts the email to send, leaving it unsent for your review.
ATM operators
Automated ATM Dispenser Fault Escalations
WebRun watches Switch Commerce for terminals reporting a dispenser fault such as a jam or a failed note count, pings the on-call technician on Telegram right away, and creates an Asana task with the fault code and terminal details.
ATM operators
Automated Switch Commerce Settlement Summaries
Every morning, WebRun opens Switch Commerce, pulls yesterday's transaction count, surcharge revenue, and settlement total for every route, logs the deposit in QuickBooks, and posts your team a Slack summary.
ATM operators
Automated ATM Signage Compliance Reminders
Every Monday, WebRun checks Switch Commerce for terminals due for their signage compliance check, schedules the inspection on Google Calendar, logs the pass or fail result in Google Sheets, and alerts your team in Slack about any terminal that's overdue.
ATM operators
Automated ATM Cash Load Route Reminders
Every morning, WebRun checks Switch Commerce for terminals due for a cash load, matches them against your route schedule in Google Sheets, and sends each driver their stops and load amounts on Telegram before they leave the vault.
ATM operators
Automated Switch Commerce Cash-Out Alerts
WebRun watches Switch Commerce for terminals nearing or already in a cash out state, alerts your team in Slack the moment it happens, and logs every event to Google Sheets so you can see which machines run dry the most.
ATM operators
Automated Armored Carrier Order Confirmations
Every morning, WebRun checks Switch Commerce for cash orders requested this week, matches them against confirmed pickups in the Brinks portal, and posts your team a Slack list of what's confirmed, what's pending, and any amount that doesn't match.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.