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.

Payroll Service Bureaus
All categories
Payroll Service Bureaus
Automated W2 and 1099 Year End Checklist
Every Monday from November through January 31, WebRun opens Payroll Relief to check each client's W2 and 1099 readiness, cross checks 1099 contractor totals against the client's QuickBooks records, and logs a master year end checklist status per client into Google Sheets.
Payroll ReliefQuickBooksGoogle Sheets
Payroll Service Bureaus
Automated Payroll Bureau Tax Deposit Reminders
Every morning, WebRun opens Payroll Relief to check each client's upcoming federal and state tax deposit due dates, checks the client's QuickBooks bank balance to confirm funds are available, and posts your compliance team a Slack digest naming any deposit due soon or any balance that looks short.
Payroll ReliefQuickBooksSlack
Payroll Service Bureaus
Automated Quarterly Payroll Tax Filing Tracker
In the two weeks before each quarterly deadline, WebRun opens Payroll Relief to check every client's 941 and state filing status, logs each client's status into a master Google Sheet, and pings your compliance channel in Telegram with anyone not yet marked filed.
Payroll ReliefGoogle SheetsTelegram
Payroll Service Bureaus
Automated Payroll Relief Approval Reminders
Every morning, WebRun opens Payroll Relief, finds every client batch still waiting on approval, flags the ones closing in on their submission cutoff, drafts a Gmail reminder to each client contact, and posts your processing team a Slack list of who still has not approved.
Payroll ReliefGmailSlack
Payroll Service Bureaus
Automated Payroll Funding Confirmation Alerts
Every morning, WebRun opens Payroll Relief to check each client's scheduled debit date and required funding amount, checks the client's QuickBooks balance to confirm it is covered, posts a Slack digest of every upcoming debit, and sends an urgent Telegram ping for any client short with less than 2 business days to go.
Payroll ReliefQuickBooksSlackTelegram
Payroll Service Bureaus
Automated Payroll Overtime Exception Alerts
Every morning before that day's runs, WebRun opens Payroll Relief to scan each client's current batch for employees with unusually high overtime, checks the cost impact in QuickBooks, and pings your processing team in Telegram to confirm the hours before the batch is submitted.
Payroll ReliefQuickBooksTelegram
Payroll Service Bureaus
Automated New Hire Payroll Setup Checklist
The moment a client adds a new hire, WebRun opens the employee record in Payroll Relief, checks DocuSign for signed W4 and direct deposit forms, and drafts a Gmail email to the client's HR contact listing anything still missing before the first pay run.
Payroll ReliefDocuSignGmail
Payroll Service Bureaus
Automated Payroll Bureau Timesheet Reminders
Every morning, WebRun opens Payroll Relief, finds every client employee with zero hours entered for the current batch, logs the running list in Google Sheets, and drafts a Gmail follow up to each client's payroll contact naming exactly who is still missing hours.
Payroll ReliefGoogle SheetsGmail
Payroll Service Bureaus
Automated Payroll Garnishment Order Tracking
Every Monday, WebRun opens Payroll Relief to list every active wage garnishment, child support, or tax levy order across your clients, logs the order details into a master Google Sheet, and posts a Slack alert naming any remittance due in the next 7 days.
Payroll ReliefGoogle SheetsSlack
Payroll Service Bureaus
Automated Direct Deposit Rejection Alerts
Every morning, WebRun opens Payroll Relief to check for any direct deposit returned from the prior day's run, pings your processing team in Telegram with the employee and rejection reason, and drafts a Gmail email to the client asking for corrected bank details.
Payroll ReliefGmailTelegram
Payroll Service Bureaus
Automated Client Payroll Register Summaries
After each client's payroll run finalizes in Payroll Relief, WebRun compiles the register into a plain summary, reconciles the totals against the client's QuickBooks bank feed, and drafts a Gmail summary for the client's bookkeeper to review before it goes out.
Payroll ReliefQuickBooksGmail
Payroll Service Bureaus
Automated Payroll Client Onboarding Intake
The moment a new client submits your onboarding form, WebRun reads their company details in Google Forms, creates the client shell in Payroll Relief, checks DocuSign for the signed service agreement and direct deposit authorization, and drafts a Gmail welcome naming anything still needed.
Payroll ReliefGoogle FormsDocuSignGmail

Don't see your workflow?

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