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 e-conomic Invoice Due Reminders
Every morning, WebRun finds e-conomic invoices due in the next 3 days, adds a Google Calendar reminder for each, and drafts a WhatsApp message to the customer as a friendly heads up.
Automated Business Central AR and AP Scorecard
Every Friday, WebRun pulls the week's sales orders, purchase orders, and outstanding AR and AP balances from Business Central, posts a scorecard to Telegram, and drafts a Twilio text nudge for anything materially overdue.
Automated Digits Daily Cash Digest
Every morning, WebRun reads the latest Digits cash balance, burn rate, and any flagged anomalies, writes the day's numbers to a Google Sheet, and adds a short Notion update for the founders.
Automated Dext Receipt Capture Digest
Every morning, WebRun checks how many receipts and invoices Dext captured and published overnight, saves the day's batch summary to Google Drive, and posts the digest to Slack for the bookkeeper.
Automated Crunch Overdue Invoice Tracking
Every Monday, WebRun finds Crunch client invoices past due, saves the chase list to a Google Drive tracker shared with your accountant, and drafts a Twilio text reminder to each client for your review.
Automated Contasimple Client Setup Tracking
When a new client is added in Contasimple, WebRun checks their profile for missing tax ID or fiscal details, schedules a calendar follow up if incomplete after 2 days, and posts a Microsoft Teams note.
Automated Concur Expense Policy Exceptions
Every morning, WebRun scans new SAP Concur expense reports for policy violations, creates a Trello card on the exceptions board for each, and posts a Microsoft Teams summary to the approver.
Automated ClearTax GST Filing Reminders
Every week, WebRun checks ClearTax for upcoming GST return and e-invoice filing deadlines, creates a Trello card for each one due in the next 10 days, and posts a Microsoft Teams reminder.
Automated Clear Books Invoice Chase List
Every Monday, WebRun finds Clear Books invoices past due, queues Clear Books' own reminder for each, posts the chase list to Telegram, and drafts a Twilio text for anything more than 30 days overdue.
Automated Circula Weekly Expense Scorecard
Every Friday, WebRun totals the week's Circula expenses and per diems by employee, writes the breakdown to a Google Sheet, and drafts a Gmail summary for the finance lead on the top spending categories.
Automated Chrome River Expense Exceptions
Every morning, WebRun scans new Chrome River expense reports for policy exceptions or missing receipts, logs each one to Airtable, and drafts a Gmail note to the submitter listing what needs fixing.
Automated Chaser Invoice Chase Digest
Every morning, WebRun opens Chaser, pulls yesterday's chase activity, stage moves, replies, promises to pay, into a Slack digest, and flags in Telegram any invoice whose chase sequence ran out unpaid.
Automated Certify Expense Approval Handoff
Every morning, WebRun checks Certify for expense reports waiting on approval, creates a Trello card for each with the employee and amount, and drafts a WhatsApp nudge to the approver for anything waiting over 2 days.
Automated Brex Spend Policy Alerts
Every morning, WebRun checks new Brex card transactions for policy breaks and missing receipts, posts a digest to Slack, and pings Telegram for anything over your large transaction threshold.
Automated Bookkeeper360 Weekly KPI Scorecard
Every Monday, WebRun pulls last week's key Bookkeeper360 KPIs, revenue, expenses, and cash position, adds a calendar reminder for the next review call, and drafts a WhatsApp summary for the client.
Automated Billy Monthly Export
On the last day of the month, WebRun exports Billy's invoices and expenses as a report saved to Google Drive for the accountant, and posts a Slack note to the owner confirming the totals.
Automated Billomat Overdue Invoice Reminders
Every Monday, WebRun finds Billomat invoices past due, logs the chase list to Airtable, and adds a Notion note queuing Billomat's own reminder email on each one for a human to review and send.
Automated Billdu Weekly Invoice Export
Every Friday, WebRun pulls the week's Billdu invoices and their paid or unpaid status into a Google Sheet for the bookkeeper, and adds a summary page in Notion for the owner's monthly record.
Automated Bench Uncategorized Transaction Tracker
Every morning, WebRun checks which Bench bank feed transactions are still uncategorized, writes them to a Google Sheet, and logs a running Notion note for the bookkeeping team on anything unusual.
Automated Axonaut Weekly Sales Reporting
Every Friday, WebRun pulls the week's new quotes, signed deals, and invoices from Axonaut, saves a summary report to Google Drive, and drafts a Twilio text digest for the sales lead.
Automated AutoEntry Capture Queue Digest
Every morning, WebRun checks how many receipts and invoices AutoEntry captured and published overnight versus how many are stuck needing review, adds a calendar reminder if the queue backs up, and posts to Microsoft Teams.
Automated Akaunting Record Setup Checklist
When a new customer or vendor is added in Akaunting, WebRun checks their record for missing details, creates a Trello card to track setup, and posts a Microsoft Teams note so the bookkeeper knows.
Automated Airbase Budget Exception Alerts
Every morning, WebRun checks new Airbase purchase requests and card transactions against budget limits, saves a flagged spend report to Google Drive, and drafts a Twilio text when a category would go over budget.
Automated 17hats Lead Onboarding Checklist
When a new lead fills out a 17hats questionnaire, WebRun checks what is still missing before the project can be booked, posts a Telegram update, and drafts a Twilio text nudge if the contract stalls for 3 days.
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