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.

Deploy your first workflow

Automated Weekly Coaching Client Digest

Every Monday morning, WebRun pulls a snapshot of each active client's session history, upcoming appointments, and open action items and posts you a clean digest in Slack.

CoachAccountable›

Automated Coaching Testimonial Request Emails

When a client completes a coaching programme in Paperbell, WebRun drafts a warm testimonial request email so you can gather social proof at the moment their results are freshest.

Automated Coaching Session Reminders

Before each scheduled session, WebRun checks your coaching calendar, drafts a personalised reminder for each client, and queues it for your review before sending.

Google Calendar›

Automated Coaching Programme Renewal Reminders

WebRun checks Paperbell each week for programmes approaching their end date and drafts a warm renewal conversation starter in Gmail for each client, giving you time to offer a next step.

Automated Coaching Package Expiry Reminders

WebRun checks Paperbell each week for clients with unused session credits nearing expiry, then drafts a personalised nudge for each one to book before their credits lapse.

Automated Coaching Invoice Chaser

WebRun checks your coaching billing platform and Stripe each week for overdue invoices and drafts a polite, professional chase email for each outstanding client balance.

Practice Better›

Automated Coaching Lead Nurture Sequence

When a new lead fills in your enquiry form, WebRun reviews their responses and drafts a personalised follow-up sequence in Gmail to move them toward booking a discovery call.

Automated Coaching Lapsed Client Winback

WebRun identifies coaching clients who have not had a session or active package in 90 or more days and drafts a warm, personalised re-engagement email for each one.

CoachAccountable›

Automated Coaching Intake Questionnaire Collection

When a new client books in Paperbell or Practice Better, WebRun checks whether their intake form is complete and drafts a polite chase email for anyone who has not yet submitted it.

Practice Better›

Automated Coaching Failed Payment Recovery

When a payment fails in Paperbell or Stripe, WebRun drafts a polite recovery email and logs the issue so you can follow up before the client loses access to their programme.

Automated Coaching Discovery Call Follow-Up

After a discovery call, WebRun reviews the prospect's intake notes, drafts a personalised follow-up email with your programme details, and queues it for your review before sending.

Automated Coaching Client Accountability Check-Ins

Mid-week, WebRun drafts a personalised accountability check-in for each active client, prompting them on their stated goals and action items from their last session.

CoachAccountable›

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.

Start free Talk to us