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.
Oil and gas revenue accounting
Automated AFE Cost Overrun Alerts
Each day, WebRun compares actual well costs in Petrofly against each AFE budget in Excel, works out which authorizations are trending over, and sends the operator a Telegram alert of the AFEs at risk before a supplemental is needed.
Oil and gas revenue accounting
Automated Division Order Change Intake
When an owner sends a division order change, WebRun reads the request in DocuSign, checks the new decimals against the current ownership in Petrofly, and queues a change summary in Slack for a person to approve before anything in the owner record moves.
Oil and gas revenue accounting
Automated Owner W-9 and Address Flags
Each week, WebRun checks Petrofly for owners missing a W-9 or a deliverable address, logs each exception to a Google Sheet, and drafts an outreach message to each owner to collect what is missing, leaving every draft unsent for your review.
Oil and gas revenue accounting
Automated Royalty Payment Status Digest
After each distribution run, WebRun reviews Petrofly and QuickBooks to see which royalty owners were paid, held, or below the minimum, totals the run, and sends you a Telegram digest of who got paid and who is still waiting.
Oil and gas revenue accounting
Automated Owner Suspense Balance Tracking
Each month, WebRun reviews Petrofly for revenue held in suspense, works out why each owner is suspended and how long the balance has been held, logs it to a Google Sheet, and posts the accounting team a Slack list of the balances to clear.
Oil and gas revenue accounting
Automated Purchaser Check Reconciliation
Each month, WebRun matches each purchaser's revenue check detail in Excel against the volumes and prices booked in Petrofly, flags any well where the value does not tie out, and posts the accounting team a Slack list of the variances to chase.
Oil and gas revenue accounting
Automated Joint Interest Billing Drafts
After the monthly close, WebRun pulls each working interest owner's share of well costs from Petrofly, builds a joint interest billing statement per owner in Excel, and drafts the cover email to each partner, leaving every statement and email unsent for your review.
Oil and gas revenue accounting
Automated Distribution Run Deadline Tracking
Every morning, WebRun checks Petrofly and your calendar for the month's revenue distribution run steps, works out which close, purchaser, and payment deadlines are coming up, and posts the accounting team a Slack countdown of what is due next.
Oil and gas revenue accounting
Automated Lease Document Collection
Each week, WebRun checks Petrofly for properties missing a lease, deed, or ownership document, drafts a request to the operator or landman for each gap, leaves it unsent for review, and posts the team a Slack list of what is still outstanding.
Oil and gas revenue accounting
Automated Division Order Owner Intake
When a new well comes online, WebRun reads the signed division order, sets up each working and royalty interest owner in Petrofly, logs the decimal interests to a Google Sheet, and drafts a welcome note to each owner for your review.
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