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.

Helpdesk & support software
All categories
Automated ProProfs Unanswered Ticket Chase
WebRun finds ProProfs Help Desk tickets sitting without an agent reply, logs the backlog to Airtable, and tracks repeat topics with no knowledge base article in Notion.
ProProfs Help DeskAirtableNotion
Automated Playvox Weekly QA Scorecard
WebRun compiles this week's Playvox quality scores by agent, exports the full scorecard to Google Sheets, and logs coaching notes for anyone below target to Notion.
PlayvoxNotionGoogle Sheets
Automated phpBB Moderation Queue Alerts
WebRun watches your phpBB forum for reported posts and pending approvals, texts the on call moderator through Twilio when reports spike, and archives a daily export of flagged threads to Google Drive.
phpBBTwilioGoogle Drive
Automated OTRS Weekly SLA Scorecard
WebRun reviews a week of OTRS tickets, scores SLA performance by queue, schedules the review meeting on Google Calendar, and posts the scorecard to Microsoft Teams.
OTRSGoogle CalendarMicrosoft Teams
Automated Olark Missed Chat Handoff
WebRun finds Olark chats that went offline or unanswered, creates a Trello follow up card with the visitor's details, and posts it to Microsoft Teams so a rep can reach out.
OlarkMicrosoft TeamsTrello
Automated Observe.AI Compliance Risk Alerts
WebRun reviews calls Observe.AI scored for compliance risk, pings your compliance lead on Telegram the same day, and texts them through Twilio for anything scored as a serious violation.
Observe.AITelegramTwilio
Automated Nolt Feedback Export and Trends
WebRun reviews this week's new and top voted Nolt feedback posts, exports them to Google Sheets for the product team, and emails a summary of what's trending to the product lead.
NoltGoogle SheetsGmail
Automated Nicereply Weekly CSAT Scorecard
WebRun compiles this week's Nicereply survey responses into a CSAT and NPS scorecard by agent, logs every response to Airtable, and emails the summary to your support lead.
NicereplyGmailAirtable
Automated NICE CXone Daily Performance Digest
Every morning, WebRun pulls yesterday's NICE CXone stats, posts the summary to Slack, and pings the shift lead on Telegram if the abandon rate ran over threshold.
NICE CXoneSlackTelegram
Automated Netomi Escalation Digest
WebRun reviews which conversations Netomi's AI resolved on its own versus escalated to a human each day, posts the digest to Slack, and pings Telegram if escalations spike above normal.
NetomiSlackTelegram
Automated Medallia Detractor Response Alerts
WebRun watches new Medallia survey responses for detractor scores, creates a Trello follow-up card, and pings the account owner on WhatsApp so they can reach out personally.
MedalliaTrelloWhatsApp
Automated ManageEngine Asset Renewal Reminders
Every week, WebRun checks ManageEngine ServiceDesk Plus for assets with a warranty or license expiring soon, adds a renewal reminder to Google Calendar, and pings the asset manager on WhatsApp.
ManageEngine ServiceDesk PlusWhatsAppGoogle Calendar
Automated MaestroQA Coaching Handoff
WebRun finds tickets and calls that scored below your coaching threshold in MaestroQA, creates a Trello coaching card for the agent's manager, and pings them on WhatsApp so the coaching conversation happens quickly.
MaestroQATrelloWhatsApp
Automated LivePerson Escalation Alerts
WebRun watches live LivePerson conversations for signs of a frustrated customer, saves the full transcript to Google Drive, and alerts the shift supervisor in Slack to step in.
LivePersonGoogle DriveSlack
Automated LiveChat Sales Lead Capture
WebRun watches LiveChat for visitors asking about pricing or a demo, logs each one to an Airtable lead tracker, and attaches the matching playbook page from Notion for the rep to use.
LiveChatAirtableNotion
Automated LiveAgent Knowledge Base Gap Tracking
Every night, WebRun reconciles LiveAgent ticket topics against your Notion knowledge base, flags issues with no matching article, and logs the gaps to Google Sheets for the content team.
LiveAgentNotionGoogle Sheets
Automated Kustomer Weekly Agent Scorecard
Every week, WebRun compiles each agent's Kustomer conversation volume, first-response time, and CSAT into a scorecard, saves it to Google Drive, and texts the team lead a one-line summary.
KustomerTwilioGoogle Drive
Automated Kayako Weekly Resolution Scorecard
WebRun reviews a week of Kayako tickets, scores resolution time and volume by agent, schedules the team review on Google Calendar, and sends the scorecard to your team lead over WhatsApp.
KayakoWhatsAppGoogle Calendar
Automated Kapture CX Queue Setup Checklist
WebRun walks through setting up a new escalation policy in Kapture CX, saves the configuration checklist to Google Drive, and posts progress to Slack so nothing gets missed before go live.
Kapture CXGoogle DriveSlack
Automated JivoChat Unanswered Message Tracking
WebRun finds JivoChat conversations from chat, WhatsApp, or Instagram that have gone unanswered, logs each one to Airtable with wait time, and tracks recurring topics in Notion for the team to review.
JivoChatAirtableNotion
Automated Jitbit Ticket Export and KB Gaps
WebRun exports the day's Jitbit tickets to Google Sheets for reporting, and logs recurring questions with no matching article to a Notion knowledge base gap list.
Jitbit HelpdeskNotionGoogle Sheets
Automated Instatus Downtime Paging
WebRun watches your Instatus monitors for downtime, texts your on call engineer through Twilio the moment something drops, and drafts the incident update for a human to review before it posts publicly.
InstatusTwilioGoogle Drive
Automated Influitive Advocate Scorecards
WebRun reviews advocate activity in Influitive each week, scores who's most engaged, schedules a review slot on Google Calendar, and posts the scorecard to Microsoft Teams for your advocacy team.
InfluitiveGoogle CalendarMicrosoft Teams
Automated Hiver Unassigned Email Handoff
WebRun finds shared inbox emails in Hiver that nobody has claimed, assigns each one to the next available agent, and creates a Trello card so the handoff is tracked.
HiverMicrosoft TeamsTrello

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