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.
Finance
Chase Overdue Invoices Automatically
WebRun finds every past-due invoice, drafts a polite reminder for each customer, and gives you a clear picture of who still owes you money.
Finance
Daily Cash Position Report
Every morning WebRun checks your bank feed and accounts in Xero, calculates today's cash position, and posts a plain-English summary before you start your day.
Finance
Flag Duplicate & Unusual Expenses
WebRun scans your expense feed for duplicate charges and out-of-pattern spending, then surfaces the suspicious ones for your review before they hit the books.
Finance
Run a Payroll Pre-Check Before Pay Day
Before payroll is processed, WebRun verifies headcount, hours, and deductions in Gusto and flags any discrepancy for you to fix — so no one is overpaid, underpaid, or missed.
Finance
Recover Failed Stripe Payments Automatically
WebRun spots every failed Stripe payment, drafts a recovery email for each customer, and shows you who needs a follow-up call — so you recover revenue without chasing manually.
Finance
Weekly P&L Snapshot, Automated
Every week WebRun pulls your income and expense totals from Xero, compares them to last week and the same period last year, and delivers a plain-English P&L summary before your Monday morning starts.
Finance
Budget Variance Alerts, Automated
WebRun compares your actual spend in QuickBooks to your monthly budget, and alerts you the moment any category runs meaningfully over or under — so surprises hit your Slack, not your year-end.
Finance
Tally Your Monthly Sales-Tax Liability
WebRun tallies the sales tax you have collected across all channels, groups it by jurisdiction, and gives you a filing-ready summary — so you never scramble at quarter-end.
Finance
Prepare Your Monthly Investor Update
WebRun gathers your key business metrics from Xero and your spreadsheet, drafts a polished investor update email, and leaves it ready for you to personalise and send.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.