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.

Payments & fintech platforms
All categories
Automated Barclays Flagged Transaction Handoff
WebRun flags Barclays transactions above your threshold, logs each one in Airtable, and assigns a review task to the teammate on call in Notion.
BarclaysAirtableNotion
Automated Bank of America Renewal Tracking
WebRun checks your Bank of America business accounts for upcoming loan, line of credit, and CD maturity dates, logs them in Google Sheets, and posts a reminder card to Notion.
Bank of AmericaNotionGoogle Sheets
Automated ANZ Large Transaction Alerts
WebRun scans your ANZ business account for large or unusual transactions, archives the flagged list to Google Drive, and texts you the same day through Twilio.
ANZTwilioGoogle Drive
Automated Amex Business Card Spend Scorecard
Every Monday, WebRun pulls the week's American Express business card transactions by category, posts a scorecard to Microsoft Teams, and adds a review block to your calendar.
American ExpressGoogle CalendarMicrosoft Teams
Automated Alipay Refund Request Tracking
WebRun finds Alipay refund requests that have sat open too long, creates a Trello card for each, and posts the oldest ones to Microsoft Teams.
AlipayMicrosoft TeamsTrello
Automated Airwallex Account Setup Tracking
WebRun checks which Airwallex currency accounts and cards are still pending activation, posts the checklist status to Telegram, and texts the requester when theirs is ready.
AirwallexTelegramTwilio
Automated Afterpay Payout Reconciliation
WebRun matches each Afterpay settlement batch against your order log in Google Sheets and drafts a Gmail note for accounting whenever a payout doesn't line up.
AfterpayGoogle SheetsGmail
Automated Affirm Flagged Order Tracking
WebRun checks Affirm for orders flagged as canceled, disputed, or under review, logs each one in Airtable, and drafts a summary email so nothing sits unnoticed.
AffirmGmailAirtable
Automated Adyen Settlement and Decline Digests
Every morning, WebRun checks Adyen for yesterday's settlements and declined payments, posts a digest to Slack, and pings Telegram if the decline rate spikes.
AdyenSlackTelegram

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.