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 Per-Account Ticket Volume Digest
Every Monday, WebRun tallies last week's support tickets per account in HubSpot, logs the counts and trend in Google Sheets, and posts each CSM a Slack digest of their accounts by ticket volume so support pain becomes a CS signal.
Automated Catalyst Success Plan Milestone Digest
Every Monday, WebRun checks Catalyst for success-plan milestones that are overdue or due this week, ranks them by account value and days late, and posts each CSM a Slack digest so the goals you promised customers stay on track.
Automatic Executive Sponsor Change Alerts
Every morning, WebRun cross-checks your key sponsors in Gainsight against contact activity in HubSpot, spots the ones who look to have changed roles or gone dark, and alerts the owning CSM in Slack so a champion exit gets covered before renewal.
Automatic Seat Utilization Alerts
Every Monday, WebRun checks ChurnZero for accounts using only a fraction of their licensed seats, ranks them by wasted spend and renewal date, and posts the owning CSM a Slack list so low utilization gets fixed before it becomes a downgrade.
Automated Red Account Standup Digest
Every morning, WebRun pulls your red-health accounts from Vitally, notes what tipped each one and what changed overnight, and posts the team a single Slack standup digest so the daily huddle opens on the accounts that need it most.
Automated Gainsight QBR Scheduling
Every Monday, WebRun finds accounts due a QBR in Gainsight, builds a prep pack of health, adoption, and renewal facts in Google Sheets, and drafts a scheduling email to the sponsor in Gmail for the CSM to review and send.
Automated Totango Onboarding Escalations
Every morning, WebRun checks Totango for new accounts stuck on an onboarding step past its target, ranks them by days stalled and contract value, and escalates them to your team in Slack so a stalled launch gets unstuck before it sours.
Automated Custify NPS Detractor Save Plays
Every morning, WebRun finds fresh NPS detractors in Custify, reads each account's health and recent friction, drafts a personal save-play outreach in Gmail for the CSM to review, and alerts the owner in Slack so a bad score gets a human response within the day.
Automatic Expansion Opportunity Flags
Every Monday, WebRun scans Planhat for accounts showing expansion signals like high seat utilization and rising adoption, logs each opportunity with its trigger in Google Sheets, and posts the owning CSM a ranked upsell shortlist in Slack.
Automatic Auto-Renewal Advance Warnings
Every morning, WebRun finds contracts in Planhat whose auto-renewal notice deadline is approaching, checks each account's health, and warns the owning CSM in Slack so a customer is never surprised by a charge and the team never misses a notice window.
Automatic Customer Advocacy Candidate Flags
Every Monday, WebRun finds your healthiest, happiest accounts in Vitally, drafts a warm referral or review ask to each champion in Gmail for the CSM to review, and posts a Slack shortlist of advocacy candidates with why each one qualifies.
Automated ChurnZero Adoption Gap Nudges
Every Monday, WebRun finds accounts in ChurnZero that have never adopted a key feature, drafts a helpful enablement nudge to each in Gmail for the CSM to review, and posts the owner a Slack list so adoption gaps close before they become churn.
Automated Planhat Renewal Reminders
Every morning, WebRun checks Planhat for renewals coming due, reads each account's health and usage, drafts an outreach email to the customer in Gmail for your review, and posts the CSM a Slack list of renewals to work.
Automated Amplitude Usage Decline Alerts
Every Monday, WebRun reviews product usage in Amplitude, finds accounts whose active usage is dropping, checks the owner and renewal date in HubSpot, and posts your CSMs a ranked at-risk list in Slack.
Weekly Customer Health Report for CSMs
Every Monday, WebRun reviews health scores, recent tickets, and upcoming renewals for every account in your portfolio and delivers a prioritised weekly briefing to each CSM - so they always know which customers need attention this week.
Summarise Customer History Before Calls
Before a customer call, WebRun pulls together the account's tickets, notes, and recent interactions into a one-page briefing - so your CSM walks in fully prepared.
Detect At-Risk Accounts Before Churn
WebRun monitors usage and support signals across your customer base every day and flags accounts showing churn risk - so your success team can step in before it's too late.
Nudge Customers Through Onboarding
WebRun tracks where each new customer is in your onboarding flow and sends them a personalised nudge when they haven't completed the next step - so they get value faster and churn less.
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