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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Khatabook Digital Ledger

Automated Khatabook Credit vs Cash Report

Every Monday, WebRun totals last week's Khatabook entries into credit and cash, builds a comparison sheet, and stages the split as a draft voucher in Tally for your accountant.

Google Sheets›

Khatabook Digital Ledger

Automated Khatabook UPI Collection Link Reminders

Every morning, WebRun finds customers with udhaar due, generates a UPI collection link in Khatabook for each, and drafts a WhatsApp message with the link for you to send.

Khatabook Digital Ledger

Automated Khatabook Udhaar Payment Reminders

Every morning, WebRun checks Khatabook for udhaar due soon, drafts a polite WhatsApp reminder for each customer, sends the small balances automatically, and leaves larger ones as a draft for you to review.

Khatabook Digital Ledger

Automated Khatabook Repeat Customer Credit Check

The moment a repeat customer asks for more udhaar, WebRun checks their payment history in Khatabook, pings your own WhatsApp with a quick risk read, and emails you the full history.

Khatabook Digital Ledger

Automated Khatabook Overdue Customer Follow-Ups

Every Monday, WebRun finds customers whose udhaar is more than 30 days overdue, drafts a firmer SMS follow up for each one, and emails you the full escalation list.

Khatabook Digital Ledger

Automated Khatabook New Customer Ledger Setup

The moment a new customer's first entry lands in Khatabook, WebRun checks the details are complete and logs them to a master customer registry in Google Sheets.

Khatabook Digital Ledger

Automated Khatabook Month End Outstanding Report

On the last day of the month, WebRun totals every customer's outstanding udhaar in Khatabook, emails you the full list, and stages a closing entry in Tally.

Khatabook Digital Ledger

Automated Khatabook Low Stock Alerts

Every hour, WebRun checks your Khatabook inventory for items running low and pings your own WhatsApp with a reorder list before you run out.

Khatabook Digital Ledger

Automated Khatabook Expense Categorization

Throughout the day, WebRun reads each new expense entry in Khatabook, assigns it a category like rent, stock, or utilities, and stages it as a draft entry in Tally.

Khatabook Digital Ledger

Automated Khatabook Daily Ledger Summary

Every night, WebRun reviews the day's entries in Khatabook, totals up credit given, cash received, and expenses, and emails you a clear summary before you close up.

Google Sheets›

Khatabook Digital Ledger

Automated Khatabook Daily Cash Book Close

Every night, WebRun totals the day's cash entries in Khatabook, checks them against your opening balance, and emails you a clean cash book close before you lock up.

Khatabook Digital Ledger

Automated Khatabook Biggest Debtor Alerts

Every Monday, WebRun checks every customer's outstanding udhaar in Khatabook and texts your own phone through Twilio the moment one customer becomes your single largest balance.

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