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.
Automated Ottimate Purchase Order Matching
WebRun checks Ottimate invoices against their purchase orders, holds a calendar review slot for anything that doesn't match, and messages you on WhatsApp so mismatches get resolved before payment.
Automated Osome Compliance Deadline Tracking
WebRun checks Osome for upcoming filing deadlines like your annual return and tax filings, archives filed documents to Google Drive, and posts the countdown to Slack.
Automated OkCredit Daily Dues Digest
Every evening, WebRun checks OkCredit for customers whose credit balance changed today, logs the change to Airtable, and updates a Notion summary of who owes the most.
Automated Notilus Weekly Expense Scorecard
Every week, WebRun totals travel and expense claims in Notilus by department, logs the scorecard to Notion, and exports the full detail to a Google Sheet.
Automated Nexonia Expense Archive Checks
Every week, WebRun checks which Nexonia expense reports were approved, confirms each one made it into your Google Drive archive, and texts you if the archive is falling behind.
Automated N2F Unsubmitted Expense Report Chase
Before your monthly close, WebRun checks N2F for employees who haven't submitted their expense reports, holds a calendar deadline reminder, and posts the list to Microsoft Teams for their manager.
Automated Moss Weekly Card Spend Scorecard
Every week, WebRun totals Moss card spend by category, creates a Trello card for anything over budget, and posts the scorecard to Microsoft Teams.
Automated MineralTree Stuck Approval Alerts
WebRun checks MineralTree for invoices sitting in approval too long, posts the list to Telegram, and texts you when a high value invoice is stuck so payment doesn't stall.
Automated Lexoffice Open Invoice Export
Every week, WebRun exports every open Lexoffice invoice to a Google Sheet and drafts a payment reminder for the oldest overdue customer, ready for you to send.
Automated Kashoo Bank Reconciliation Digest
Every morning, WebRun checks Kashoo for bank transactions that haven't been reconciled, logs each one to Airtable, and emails you a short summary so nothing sits unreconciled for long.
Automated KashFlow VAT Deadline Reminders
WebRun checks KashFlow for your next VAT return due date, posts a countdown to Slack, and pings Telegram in the final days so the deadline never sneaks up on you.
Automated Invoicera Purchase Order Matching
WebRun checks Invoicera invoices against the purchase order they reference, creates a Trello card for anything that doesn't match, and messages you on WhatsApp when a mismatch needs a decision.
Automated Invoice Ninja Weekly Invoice Export
Every week, WebRun gathers every invoice Invoice Ninja sent, exports the report to Google Drive, and texts you if a recurring invoice or a payment failed to go out.
Automated Invoicely Large Invoice Alerts
WebRun checks new Invoicely invoices against your typical average, holds a calendar slot to review anything unusually large, and messages you on WhatsApp so it gets a second look before sending.
Automated Invoice Home Estimate Expiry Alerts
WebRun checks Invoice Home for estimates about to expire unaccepted, adds a calendar reminder to follow up, and posts the list to Microsoft Teams so nothing lapses without a nudge.
Automated Invoiced Daily Collections Digest
Every morning, WebRun checks Invoiced for accounts moving through your collections stages, archives the latest statement to Google Drive, and posts the summary to Slack.
Automated InvoiceBerry New Client Handoff
WebRun watches InvoiceBerry for first time clients who just paid their first invoice, logs them to Airtable, and creates a Notion task so your team sets up recurring billing before the next job.
Automated Invoice2go Recurring Invoice Tracking
WebRun checks Invoice2go for recurring invoices due to go out this week, logs the schedule to Notion, and exports the full list to a Google Sheet so you always know what's billing next.
Automated inDinero Bookkeeping Request Tracking
WebRun checks inDinero for bookkeeping items still waiting on documents or answers from the client, creates a Trello card for each so the account manager can chase it, and posts a heads up in Microsoft Teams.
Automated Hnry New Member Setup Checklist
When someone joins under your Hnry account, WebRun checks their tax profile, bank details, and invoicing setup are complete, posts a checklist to Telegram, and texts you if anything's still missing before their first payment.
Automated Quipu Quarterly Tax Deadline Reminders
WebRun checks Quipu for your upcoming quarterly tax deadline, archives the current tax summary to Google Drive, and texts you a countdown so it's never a last minute scramble.
Automated Fyle Card Transaction Reconciliation
Every morning, WebRun matches Fyle's corporate card feed against submitted expenses, flags anything unmatched, and exports the exceptions to a Google Sheet, then emails finance a short summary.
Automated Fiverr Workspace Invoice Reminders
WebRun checks Fiverr Workspace for invoices unpaid past their due date, drafts a polite reminder email for each client, and logs the chase status to Airtable so nothing slips.
Automated Fiken Invoice Activity Digest
Every morning, WebRun opens Fiken, checks new invoices, payments received, and anything overdue, then posts the summary to Slack and flags the oldest overdue invoice on Telegram.
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