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.

Scheduling, e-sign & forms
All categories
Automated Treatwell Booking Reconciliation
WebRun checks new Treatwell bookings against your Airtable schedule to catch any double-booked slot, then mirrors the reconciled day into Notion for the whole team to see.
TreatwellAirtableNotion
Automated Tally Signup Logging and Waitlist Sync
WebRun reads new Tally form submissions, logs each signup as a row in Google Sheets, and mirrors it into a Notion database so your team can see the waitlist grow in real time.
TallyNotionGoogle Sheets
Automated SurveySparrow Weekly NPS Report
WebRun compiles the week's SurveySparrow NPS and response data into a report saved to Google Drive, and drafts a short Twilio text summary for execs who don't check dashboards.
SurveySparrowTwilioGoogle Drive
Automated StyleSeat Client Rebooking Reminders
WebRun compares each client's StyleSeat visit history against their usual rebooking interval, flags anyone overdue, alerts the stylist in Microsoft Teams, and blocks time on Google Calendar to reach out.
StyleSeatGoogle CalendarMicrosoft Teams
Automated Straw Poll Results to Trello Tracking
WebRun checks Straw Poll for polls that just closed, posts the final results to Microsoft Teams, and opens a Trello card for the winning option so the decision actually gets actioned.
Straw PollMicrosoft TeamsTrello
Automatic Sogolytics Low Engagement Alerts
Every Monday, WebRun opens Sogolytics, reads the latest survey results broken down by department, archives the full export to Google Drive, and posts a Slack alert for any department scoring below your set threshold.
SogolyticsGoogle DriveSlack
Automatic SmartSurvey Response Logging
Every morning, WebRun opens SmartSurvey, reads every response collected since the last run, logs each one as a structured record in Airtable, and updates a Notion page with yesterday's response count and themes.
SmartSurveyAirtableNotion
Automated Slido Unanswered Question Follow-Up
WebRun checks each finished Slido event for questions that went unanswered live, alerts the organizer in Telegram, and drafts a Twilio text follow-up for attendees who asked.
SlidoTelegramTwilio
Automated Skedda Weekly Venue Scorecard
Every Monday, WebRun opens Skedda, pulls the past week's bookings across every space, logs the utilization by space to Google Sheets, and updates a Notion page with the scorecard.
SkeddaNotionGoogle Sheets
Automated SimplyBook.me Package Expiry Reminders
WebRun checks client packages in SimplyBook.me for unused credits nearing expiry, logs them to Google Sheets, and drafts a Gmail reminder for staff to send offering a renewal.
SimplyBook.meGoogle SheetsGmail
Automatic Simplesat Low Score Alerts
Every day, WebRun opens Simplesat, reads new CSAT and NPS ratings, saves the full weekly export to Google Drive, and texts you through Twilio right away whenever a rating comes in low.
SimplesatTwilioGoogle Drive
Automated SignWell Signed Contract Kickoff Scheduling
Every few hours, WebRun opens SignWell, checks for newly signed contracts, holds a tentative kickoff meeting slot on Google Calendar, and posts a Microsoft Teams alert for the account owner to confirm and send the invite.
SignWellGoogle CalendarMicrosoft Teams
Automated SignRequest Turnaround Time Scorecard
Every Monday, WebRun opens SignRequest, checks how long each document sent last week took to get signed, posts the turnaround scorecard to Microsoft Teams, and creates a Trello card for any document that took more than a week.
SignRequestMicrosoft TeamsTrello
Automated SignNow Onboarding Packet Tracking
WebRun follows a new-hire's SignNow document packet through every signature, logs progress in Airtable, and drafts a Gmail welcome handoff once everything is signed.
SignNowGmailAirtable
Automatic SIGNiX Expiring Request Alerts
Every morning, WebRun opens SIGNiX, finds signature requests expiring within 3 days, posts the full list to Telegram, and texts you through Twilio right away for anything expiring today.
SIGNiXTelegramTwilio
Automated Signeasy Overdue Signature Alerts
WebRun checks your Signeasy documents for signature requests still open past their due date and posts an internal alert to Slack and Telegram naming who still needs to sign.
SigneasySlackTelegram
Automated SignDesk Onboarding Checklist Tracking
Every morning, WebRun opens SignDesk, checks every onboarding case for which documents are still missing, logs the checklist status to Google Sheets, and drafts a Gmail request for the outstanding items.
SignDeskGoogle SheetsGmail
Automatic SignaturIt Identity Check Alerts
Every morning, WebRun opens SignaturIt, checks yesterday's signing sessions for any failed identity verification attempt, logs each one to Airtable, and drafts a Gmail note to your compliance lead for review.
SignaturItGmailAirtable
Automated Signaturely Daily Status Digest
Every morning, WebRun opens Signaturely, checks the status of every document sent for signature, posts a daily digest of what's signed and what's pending to Slack, and sends a Telegram alert for anything declined.
SignaturelySlackTelegram
Automated Signable Signed Document Handoff
Every few hours, WebRun opens Signable, checks every document for a new signed status, creates a Trello card for the next step, and sends you a WhatsApp summary of what got signed.
SignableTrelloWhatsApp
Automated Setster Reschedule Request Drafts
Every few hours, WebRun opens Setster, finds new reschedule and cancellation requests, holds a tentative new slot on Google Calendar, and drafts a WhatsApp confirmation message for you to approve and send.
SetsterWhatsAppGoogle Calendar
Automated Setmore No-Show Rebooking Outreach
WebRun checks yesterday's Setmore appointments for no-shows, opens a Trello card to track rebooking outreach, and drafts a WhatsApp message for staff to send inviting the client back.
SetmoreTrelloWhatsApp
Automated Schedulicity Weekly Bookings Export
Every Monday, WebRun opens Schedulicity, pulls the past week's bookings, saves the full export as a record in Google Drive, and posts the booking count and top services to Slack.
SchedulicityGoogle DriveSlack
Automated SavvyCal Double-Booking Conflict Alerts
WebRun cross-checks new SavvyCal bookings against Google Calendar for overlaps and drafts a WhatsApp alert to the host so they can resolve the conflict before the meeting.
SavvyCalWhatsAppGoogle Calendar

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