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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Corporate & Event Planning

Planning Pod Automated Weekly Events Digest

WebRun pulls every event scheduled in Planning Pod for the next 4 weeks every Monday, checks each one's status across budget, staffing, and vendor logistics, and posts a digest to Slack and a tracking sheet in Google Sheets.

Planning Pod›

Google Sheets›

Corporate & Event Planning

Planning Pod Automated Venue Contract Alerts

WebRun checks venue contracts in Planning Pod every Monday for terms expiring within 60 days, logs each to Google Sheets, and drafts a renewal inquiry in Outlook to the venue for your review.

Planning Pod›

Google Sheets›

Corporate & Event Planning

Planning Pod Automated Vendor Logistics Alerts

WebRun checks the vendor logistics checklist in Planning Pod every morning for events within 7 days, flags any item like load in time, insurance, or equipment that is still incomplete, and posts the gaps to Slack.

Planning Pod›

Google Sheets›

Corporate & Event Planning

Planning Pod Automated Event Staffing Reminders

WebRun checks the staffing plan in Planning Pod every Monday for events within 2 weeks, flags any role still unfilled, and drafts a confirmation request in Outlook to booked freelance staff who have not yet confirmed.

Planning Pod›

Corporate & Event Planning

Planning Pod Automated Sponsor Deliverable Tracking

WebRun checks Planning Pod every Monday for sponsor commitments coming due, logs the status of each deliverable to Google Sheets, and drafts a status update email in Outlook for any sponsor whose items are complete.

Planning Pod›

Google Sheets›

Corporate & Event Planning

Automatic Run-of-Show Distribution

WebRun checks Planning Pod each morning for events happening within 3 days, pulls the finalized run of show, formats it in Google Sheets, and posts it to your event day Slack channel so staff and vendors have the schedule before doors open.

Planning Pod›

Google Sheets›

Corporate & Event Planning

Planning Pod Automated RFP Follow-Up Drafts

WebRun checks Planning Pod every morning for sent proposals with no client reply, drafts a friendly follow up in Outlook for each one, and posts your sales team a Slack list of who still needs a nudge.

Planning Pod›

Corporate & Event Planning

Automatic Post-Event Survey Dispatch Drafts

WebRun checks Planning Pod every night for events that wrapped up that day, pulls the attendee list, and drafts the post-event survey email in Outlook so it is ready to send the next morning while feedback is still fresh.

Planning Pod›

Corporate & Event Planning

Planning Pod Automated Event Lead Response Drafts

When a new inquiry lands in Planning Pod, WebRun reads the event details, drafts a personalized first reply in Outlook, and pings your sales team in Slack so a hot lead never waits until tomorrow.

Planning Pod›

Corporate & Event Planning

Planning Pod Automated Event Invoice Reminders

WebRun checks invoice status in Planning Pod every Monday, drafts a polite payment reminder in Outlook for each overdue client, and posts your team a Slack list of who still owes a balance.

Planning Pod›

Corporate & Event Planning

Planning Pod Automated Event Budget Reports

WebRun compares actual spend against the budget in Planning Pod every Monday, flags any event running over on a line item, and posts a variance report to Slack and a tracking sheet in Google Sheets.

Planning Pod›

Google Sheets›

Corporate & Event Planning

Automatic Attendee Count Confirmation Reminders

WebRun checks Planning Pod every morning for events within 10 days that still need a final headcount, drafts a reminder in Outlook asking the client to confirm, and logs who still owes a number to Google Sheets.

Planning Pod›

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