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.
DMSi Agility Automated Bundle Backorder Alerts
Every few hours, WebRun checks DMSi Agility for orders shipping with a bundle short of what the contractor ordered, drafts a backorder notice in Gmail for the branch to review, and drafts a follow up text in Twilio once the missing bundles are back in stock.
Automated DDI Inform Kitting Status Updates
Every 15 minutes during shift hours, WebRun checks DDI Inform for kitting order status changes and posts the production floor a live update in Microsoft Teams on what's ready, in progress, and behind.
Automated rfxcel DSCSA Compliance Alerts
WebRun checks rfxcel each morning for shipments missing a complete DSCSA transaction statement, drafts a follow-up request to the trading partner for your review, and flags any unresolved gaps to your compliance team.
Automated New Account Credit Approval
When a new account applies in VIP, WebRun checks the credit request against your approval rules, drafts the credit agreement in DocuSign with the recommended limit, and posts a Slack alert to the credit team, leaving the agreement unsent until someone reviews it.
Automated Savance HVAC Warranty Registration
WebRun finds newly shipped serialized equipment in Savance Enterprise (Klipboard), logs each unit's warranty details, and drafts the registration confirmation for the contractor so nothing ships unregistered.
Automated DistributionPlus Open Quote Follow Ups
Every morning, WebRun checks CP Tech DistributionPlus for quotes sent more than 3 business days ago with no order attached, drafts a polite follow up email for each in Outlook for your rep to review, logs the pipeline to Google Sheets, and posts a ranked Slack list by quote value.
Automated Eclipse Will Call Ready Alerts
WebRun watches Epicor Eclipse for orders marked ready for will call pickup, then posts your counter and warehouse team a live Slack alert with the customer, order number, and staging location so nobody keeps a contractor waiting at the counter.
Streamtime Automated New Project Quote Drafts
The moment someone submits your project inquiry form, WebRun logs the lead as a new opportunity in Streamtime, drafts a friendly first reply with a ballpark quote in Gmail, and leaves it unsent for you to review before it goes out.
Sprout Social Automated Usage Rights Tracking
Every Monday, WebRun checks each creator contract stored in Google Drive for its usage rights window, cross-checks which content is still running in Sprout Social under an expiring license, and drafts a renewal request for any right ending within two weeks.
Function Point Automated Media Deadline Alerts
Every morning, WebRun checks Function Point and the media plan in Google Sheets for upcoming booking and material deadlines, and posts your media team a Slack alert before any placement is at risk of missing its slot.
Syngency Automated Comp Card Renewal Reminders
Every Monday, WebRun checks Syngency for talent whose comp card or headshots are older than 12 months, drafts a friendly Gmail reminder suggesting a reshoot, and logs the renewal status for every talent in Google Sheets.
Studio Hero Automated Mix Revision Tracking
When a client asks for mix changes in Studio Hero, WebRun logs the request on a Google Sheets tracker and pings the assigned engineer in Slack, so nothing open falls out of sight.
Studio Ninja Automated Quote Follow-Up Reminders
Every morning, WebRun checks Studio Ninja for quotes sent to new inquiries with no reply after a few days, drafts a friendly follow-up in Gmail, and posts the stalled leads to Slack so nothing slips through.
Total Party Planner Automated Gratuity Payout Reports
WebRun totals the gratuity and service charge collected on each event, splits it across the staff who worked it, and posts a payout worksheet so payroll runs without hand-tallied math.
Automatic Post-Event Survey Dispatch Drafts
WebRun checks Planning Pod every night for events that wrapped up that day, pulls the attendee list, and drafts the post-event survey email in Outlook so it is ready to send the next morning while feedback is still fresh.
Aisle Planner Automated Deposit Receipt Drafts
WebRun watches Stripe for new deposit payments, confirms the booking in Aisle Planner, and drafts a personalized receipt and thank you email to the couple for your review before it sends.
Automated Comparable Sales Data Alerts
WebRun checks Rouse Services each day for new comparable sales matching your open engagements, logs any that would materially change a draft valuation in Airtable, and posts an alert to Slack.
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.
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.
Automated Due Diligence Deadline Tracking
WebRun tracks each deal's due diligence end date in Google Sheets against BizBuySell listing status, and adds a countdown reminder to your Google Calendar so no deadline sneaks up on you.
Automatic Forensic Engagement Letter Reminders
Each morning, WebRun opens DocuSign, finds engagement letters sent but still unsigned, cross-checks the case list in CaseWare IDEA to see which matters are queued for analysis, and drafts a signature reminder in Gmail for you to review before it goes out.
Automated AXIS Model Run Completion Alerts
WebRun watches your long-running AXIS batch jobs, reserve valuations, cash flow projections, or stochastic scenarios, and posts a Microsoft Teams alert the moment each run completes, with any validation exceptions called out.
Automated Applied Epic Renewal Marketing Summary
Every Monday, WebRun opens Applied Epic, reads the marketing activity on renewals coming up in the next 60 days, builds a carrier quote comparison in a sheet, and drafts a client-ready renewal summary in Outlook for your producer to review and send.
Automated Divorce Asset Division Comparisons
Whenever a new asset division scenario is saved in Family Law Software, WebRun turns the numbers into a clear side by side comparison in Google Sheets and posts the highlights to Slack for the attorney to review.
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