Templates

Workflow templates.
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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.

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Alegra Cloud Accounting

Automated Alegra Weekly Sales Summary

Every Monday, WebRun opens Alegra, totals last week's sales by product and customer, builds a summary in Google Sheets, and emails you the highlights so you start the week already knowing how it went.

Google Sheets›

Alegra Cloud Accounting

Automated Alegra Supplier Payment Alerts

Every morning, WebRun opens Alegra, finds supplier bills due in the next 3 days, pulls the bill copy from Google Drive, and posts your finance team a Slack list of what to approve.

Google Drive›

Alegra Cloud Accounting

Automated Alegra Quote to Invoice Tracking

Every Monday, WebRun opens Alegra, finds quotes that are still open after a week, drafts a friendly WhatsApp follow-up for each prospect, and pings your sales rep on Telegram with who to call.

Alegra Cloud Accounting

Automated Alegra WhatsApp Payment Reminders

Every Monday, WebRun opens Alegra, finds invoices past their due date, drafts a friendly WhatsApp nudge for each customer, and posts your team a Slack list of who still owes and how much.

Alegra Cloud Accounting

Automated Alegra Multi Country Revenue Report

On the 1st of every month, WebRun opens each country's Alegra account, converts last month's revenue to one currency, builds a consolidated report in Google Drive, and pings leadership on Telegram when it's ready.

Google Drive›

Alegra Cloud Accounting

Automated Alegra Monthly Tax Report

On the 1st of every month, WebRun opens Alegra, totals last month's sales tax collected and paid, builds the summary in Google Sheets, and files the supporting invoices in Google Drive for your accountant to review and file.

Google Sheets›

Alegra Cloud Accounting

Automated Alegra Low Stock Alerts

Every morning, WebRun opens Alegra, checks every product's stock level against its reorder point, drafts a reorder email to the supplier for anything running low, and pings your purchasing team on Telegram.

Alegra Cloud Accounting

Automated Alegra Rejected Invoice Alerts

Every morning, WebRun opens Alegra, checks the electronic invoicing status of every invoice issued, flags any that the tax authority rejected or observed, drafts a heads-up email to the customer, and posts your finance team a Slack list of what needs fixing.

Alegra Cloud Accounting

Automated Alegra Expense Receipt Logging

Throughout the day, WebRun watches your expenses inbox, reads any receipt a team member forwards, logs it as an expense in Alegra, and files the original image in Google Drive.

Alegra Cloud Accounting

Automated Alegra Customer Statements

On the 1st of every month, WebRun opens Alegra, builds a statement of account for each customer with a balance, drafts the email and a WhatsApp heads-up for each, and leaves both unsent for your review.

Alegra Cloud Accounting

Automated Alegra Cash Flow Snapshot

Every morning, WebRun opens Alegra, totals your cash and bank balances against upcoming bills and invoices, builds a snapshot in Google Sheets, and pings you on Telegram before you open your laptop.

Google Sheets›

Alegra Cloud Accounting

Automated Alegra Receivables Aging Report

Every Monday, WebRun opens Alegra, pulls every open invoice, ranks them by balance and aging bucket into a Google Sheet, and pings your finance team in Slack the moment it's ready.

Google Sheets›

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