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.

Registered Agent & Compliance Filing
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Registered Agent & Compliance Filing
Automated State Filing Rejection Alerts
WebRun finds filings marked rejected by the state in Athennian, drafts the corrected packet for re-signature in Adobe Acrobat Sign, and alerts your compliance team in Slack with the rejection reason.
AthennianAdobe Acrobat SignSlack
Registered Agent & Compliance Filing
Automated Service of Process Notifications
WebRun logs each service of process document received in Athennian, stores the scanned copy in Dropbox, and drafts an urgent client notification email in Gmail for your review the moment it lands.
AthennianDropboxGmail
Registered Agent & Compliance Filing
Automated Registered Agent Change Alerts
WebRun watches Athennian for entities with a registered agent resignation or change flagged, drafts the statutory agent appointment form in DocuSign for review, and alerts your compliance team in Slack.
AthennianDocuSignSlack
Registered Agent & Compliance Filing
Automated Good Standing Certificate Tracking
WebRun reads incoming certificate of good standing requests logged in Athennian, drafts the state order email for each for review, and tracks every request's status on a shared Google Sheet.
AthennianGmailGoogle Sheets
Registered Agent & Compliance Filing
Automated Franchise Tax Due Date Alerts
WebRun finds client entities with a franchise tax payment due soon in Athennian, files the state notice in Dropbox, and posts your billing team a Slack list of who's due and how much.
AthennianDropboxSlack
Registered Agent & Compliance Filing
Automated Foreign Qualification Checklists
WebRun reads each new foreign qualification request in Athennian, builds the state's checklist as Asana tasks, and drafts the supporting document request needed to file for review.
AthennianAsanaGmail
Registered Agent & Compliance Filing
Automated Entity Formation Status Tracking
WebRun checks Athennian for entities still pending state formation approval, logs each one's status to a shared Google Sheet, and pings Telegram the moment a formation is approved.
AthennianGoogle SheetsTelegram
Registered Agent & Compliance Filing
Automated Document Forwarding Confirmation Tracking
WebRun checks Athennian for documents marked forwarded to a client without a receipt confirmation, verifies the scanned copy is filed in Dropbox, and pings your operations team in Telegram when a confirmation is still outstanding.
AthennianDropboxTelegram
Registered Agent & Compliance Filing
Automated Client Entity Renewal Summaries
WebRun compiles every client entity's upcoming renewal in Athennian onto a shared Google Sheet and drafts each account manager a weekly Outlook summary of what's due and what needs client attention.
AthennianGoogle SheetsOutlook
Registered Agent & Compliance Filing
Automated Business License Expiration Alerts
WebRun finds client entities with a business license expiring soon in Athennian, creates a renewal task on your Trello board, and sends a compact Telegram alert to the responsible team member.
AthennianTrelloTelegram
Registered Agent & Compliance Filing
Automated Beneficial Ownership Filing Reminders
WebRun finds client entities with a beneficial ownership information report due in Athennian, drafts the ownership data collection form in DocuSign, and drafts a client reminder email in Gmail for review.
AthennianDocuSignGmail
Registered Agent & Compliance Filing
Automated Annual Report Filing Deadline Alerts
WebRun finds which client entities have an annual report due soon in Athennian, drafts a reminder email for each contact, and posts your compliance team a clear list of who still needs to file.
AthennianGmailSlack

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