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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Party supply stores

Automated Category Margin Recap Report

Every Monday, WebRun pulls last week's sales by category from Artisan POS, matches them to actual cost in QuickBooks, logs the true margin to Google Sheets, and pings Telegram with the categories worth watching.

Google Sheets›

Party supply stores

Automated Vendor Backorder Alerts

Every morning, WebRun checks open vendor orders in Artisan POS for anything running late, confirms the committed cost in QuickBooks, drafts a follow-up email to the vendor in Gmail, and alerts Slack with what's stuck.

Party supply stores

Automated Top Party Theme Sales Report

Every Monday, WebRun ranks last week's top-selling party themes in Artisan POS by revenue and units, posts the ranking to Slack, logs it to Google Sheets, and drafts a Mailchimp campaign teaser for the top theme.

Google Sheets›

Party supply stores

Automated Party Quote Follow Up Reminders

Every morning, WebRun finds open special-event quotes in Artisan POS that haven't been confirmed, drafts a friendly follow-up email in Gmail, and posts a Slack list of which quotes are closest to expiring.

Party supply stores

Automated Costume Reorder Alerts

Every morning, WebRun checks costume stock levels by size and style in Artisan POS against the season's sales pace, drafts a purchase order in QuickBooks for anything running low, and leaves it for you to approve before it's submitted.

Party supply stores

Automated Post Holiday Clearance Markdowns

The Monday after any holiday push, WebRun finds seasonal stock still sitting in Artisan POS, checks its cost and margin in QuickBooks, and suggests a markdown percentage to move it before it ties up a shelf all season.

Google Sheets›

Party supply stores

Automated Party Host Winback Email Drafts

Every Monday, WebRun finds party hosts in Artisan POS who bought a big order 60 to 90 days ago but haven't been back, drafts a personal winback email for each in Mailchimp, and pings Telegram with how many drafts are ready to send.

Party supply stores

Automated Overstock Decor Markdown Alerts

Every Monday, WebRun finds decor and non-seasonal inventory sitting past 90 days in Artisan POS, checks how much cash is tied up using QuickBooks, and alerts Slack with a suggested markdown for the slowest movers.

Google Sheets›

Party supply stores

Automated Layaway Payment Reminder Drafts

Every morning, WebRun finds layaway balances coming due in Artisan POS, drafts a friendly payment reminder for each customer in Mailchimp, and leaves them for you to review before they're sent.

Party supply stores

Automated Helium Tank Refill Reminders

Every morning, WebRun estimates how many days of helium you have left based on recent balloon sales in Artisan POS, logs tank levels to Google Sheets, and pings Telegram when it's time to schedule a refill.

Google Sheets›

Party supply stores

Automated Party Store Daily Sales Digest

Every night, WebRun tallies the day's sales in Artisan POS, breaks revenue down by category, and logs a clean recap to Google Sheets and Slack so you know how the store did before you lock up.

Google Sheets›

Party supply stores

Automated Balloon Order Pickup Reminders

Every morning, WebRun finds balloon and party orders scheduled for pickup in Artisan POS, drafts a pickup reminder for each customer in Mailchimp, and logs the day's pickup manifest to Google Sheets for your team.

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