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 PlanGrid Punch List Export
Every evening, WebRun pulls open punch list items and RFIs from PlanGrid into Google Sheets, and drafts a Gmail summary for the project manager.
Automated Outbrain Budget Alerts
Every morning, WebRun checks Outbrain for campaigns that crossed your daily spend threshold, logs each one to Airtable, and drafts a Gmail alert for the media buyer.
Automated Optus Business Usage Scorecard
Every week, WebRun checks your Optus business account for usage against plan limits and any upcoming plan renewal, sends a WhatsApp scorecard, and holds the renewal date on your calendar.
Automated Neon CRM Donor Renewal Reminders
WebRun checks Neon CRM for memberships and recurring gifts about to lapse, logs them to Google Sheets, and emails the development team a renewal reminder list.
Automated Nationwide Stale Claim Alerts
WebRun checks your open Nationwide claims for ones with no update in 5 days, saves the latest claim notes to Google Drive, and posts a chase list to Slack.
Automated Moz Campaign Setup Tracking
WebRun checks a new Moz Pro campaign for keyword tracking, site crawl, and competitor setup, logs the checklist to Airtable, and posts progress to Notion.
Automated MoxiWorks Weekly Agent Scorecards
WebRun reviews MoxiWorks for listing activity and new leads from the week, scores each agent's performance, and logs the scorecard to Airtable with a Gmail summary.
Automated mHelpDesk Overdue Invoice Chasing
WebRun finds past-due invoices in mHelpDesk, drafts a polite reminder for each customer, and posts a chase list to Slack with a Telegram ping for the oldest balances.
Automated MetricStream Weekly Risk Scorecards
WebRun reviews MetricStream for open risk items and control tests from the week, scores the program's health, and logs the scorecard to Trello with a WhatsApp summary.
Automated MetLife Benefits Enrollment Reconciliation
WebRun compares your employee roster against who's actually enrolled in MetLife group benefits, logs any mismatch to a sheet, and posts a summary to Notion for HR.
Automated Medicare Enrollment Window Tracking
WebRun checks Medicare.gov for which clients have an open enrollment or special enrollment window closing soon, saves the plan comparison to Google Drive, and texts you when a window is about to close.
Automated Marin Software Budget Pacing Alerts
WebRun checks Marin Software for campaign spend pacing across channels, pings the media team on WhatsApp, and holds a Google Calendar slot when a campaign needs a budget review.
Automated Mangools Keyword Rank Drop Alerts
WebRun checks Mangools for keyword ranking movement, saves the tracking export to Google Drive, and pings Slack the moment a tracked keyword drops.
Automated Maersk Container Shipment Digest
Every morning, WebRun checks your Maersk account for container status and ETA updates, adds any changed arrival date to your calendar, and posts a digest to Microsoft Teams.
Automated Liberty Mutual Renewal Handoff
WebRun checks your Liberty Mutual policies for renewals coming up in 30 days, posts the details to Microsoft Teams, and creates a Trello card so someone owns the review.
Automated LexisNexis Renewal Reminders
WebRun checks your LexisNexis account for the subscription renewal date and any saved search alerts waiting for review, posts a summary to Telegram, and texts you as renewal approaches.
Automated LegalZoom Compliance Calendar Export
WebRun pulls the compliance deadlines and document status from your LegalZoom account into a Google Sheet and emails you a note whenever something new is added.
Automated Root Insurance Claim Status Alerts
WebRun checks Root Insurance for claim status changes, logs each update to a Trello board, and posts a Microsoft Teams alert so nothing is missed.
Automated Jio Business Usage Scorecard
Every week, WebRun checks your Jio business lines for data usage, charges, and any line nearing its limit, logs the numbers to Airtable, and emails you the scorecard.
Automated Shippo Shipping Exceptions Digest
Every morning, WebRun pulls yesterday's delayed or exception shipments from Shippo, adds a follow-up block to Google Calendar, and alerts the ops team over WhatsApp.
Automated Everlaw Discovery Deadline Reminders
Every morning, WebRun checks Everlaw for document production and review deadlines coming up across active matters, adds each one to Google Calendar, and messages the case team on WhatsApp when a deadline is within 3 days.
Automated EE Business Billing Scorecard
Every Monday, WebRun checks EE Business for each line's current bill against last month's, saves the full breakdown to Google Drive, and posts a scorecard to Slack flagging any line whose bill jumped.
Automated EasyPost Shipping Cost Reconciliation
Every Monday, WebRun checks EasyPost for last week's label spend and shipments, logs each one in Airtable against its matching order, and posts a reconciliation summary to Notion.
Automated Duck Creek Exception Queue Reconciliation
Every morning, WebRun checks Duck Creek for policies stuck in the underwriting exception queue, logs each one in Google Sheets with its reason, and posts a summary to Notion for the underwriting team.
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