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.
Automated RIA Compliance Mock Audit Reminders
Every Monday, WebRun checks client files in Redtail Technology against your mock audit checklist, logs every gap to Google Sheets, and posts a Slack alert to your compliance officer so records stay exam ready year round.
Automated Prenda New Family Inquiry Follow Ups
The moment a new family inquiry lands in Prenda, WebRun drafts a warm welcome reply in Gmail and holds a tentative tour time on your calendar, so no interested family waits days to hear back.
Automated iClassPro Makeup Class Scheduling
Every morning, WebRun checks iClassPro for students who missed a class and still have an open makeup window, drafts a makeup slot offer for each family in Gmail, and posts a Slack list to staff with the ones expiring soonest.
Automated CourseStorm Makeup Class Alerts
Every hour, WebRun checks CourseStorm for a cancelled class session, finds the enrolled roster, drafts a makeup-session notice in Gmail once a new date is set, and alerts your coordinator in Slack so the makeup gets communicated quickly.
Automated Punchpass Membership Renewal Reminders
Every morning, WebRun checks Punchpass for memberships expiring within a week, checks Stripe for their card on file, and drafts a renewal email in Klaviyo for your team to send.
Automatic Immunization Record Expiry Alerts
Every Monday, WebRun checks each enrolled child's roster status in Teaching Strategies GOLD against the immunization records on file in Google Drive, and drafts a reminder in Gmail for the office to send to any family with an expiring record.
Automated CoreCampus Gainful Employment Reports
WebRun pulls completion, cost, and placement data from CoreCampus, compiles it into the Gainful Employment disclosure worksheet in Google Sheets, and archives the packet in Google Drive for the compliance officer to review.
Automated Bookeo Gift Card Balance Reminders
Once a month, WebRun checks Bookeo for gift vouchers with an unused balance nearing expiry, logs them in Google Sheets, and drafts a friendly reminder campaign in Mailchimp for your team to review and send.
Automated Sawyer Lesson Plan Reminders
Every Monday, WebRun checks Sawyer for the week's class schedule, finds the correct lesson plan document in Google Drive for each class and skill level, and posts each instructor a Slack reminder with a direct link before their first class of the week.
Automated Method Learning Registration Drafts
When a family joins the practice test waitlist in Google Sheets, WebRun confirms the student's enrollment in Method Learning and drafts the registration and waiver form in DocuSign for your front desk to review before sending.
Automated Teachworks Makeup Lesson Rebooking
Every morning, WebRun finds lessons that were missed or cancelled in Teachworks, finds a matching open slot with the same teacher on Google Calendar, and drafts a WhatsApp message proposing the makeup time for staff to send.
Automated GoPrep Ingredient Shopping Lists
Every Thursday, WebRun pulls this week's confirmed orders from GoPrep, totals every ingredient needed by weight and unit, logs a shopping list to a sheet, and sends your purchasing manager the list on Telegram.
Automated Trym IPM Scouting Alerts
Every morning, WebRun reviews new IPM scouting entries logged in Trym, flags any room with a repeat or escalating pest or disease flag, and posts your IPM lead a Slack alert with the room's treatment history before pressure spreads to neighboring rooms.
Automated iUNU Harvest Readiness Alerts
Every morning, WebRun checks iUNU for crops reaching harvest maturity in each grow room, creates a harvest task in Asana for the picking crew, and posts the day's ready rooms to Slack.
Automated GlobalG.A.P. Audit Readiness Checklist
Every Monday, WebRun checks Croptracker for the spray, worker training, and water test records your GlobalG.A.P. audit requires, builds a gap checklist in Google Sheets, and drafts a status email to your consultant for review before it's sent.
Automated PoultryPlan Flock Mortality Alerts
WebRun watches daily mortality counts in PoultryPlan across every house, flags any house whose deaths jump above its own normal range, and texts your on-call manager so a problem gets checked before it spreads.
Automated DairyComp Feed Reorder Alerts
Every Monday, WebRun checks your feed inventory log against your milking herd count in DairyComp 305, drafts a QuickBooks purchase order for anything projected to run low before next week's delivery, and posts a Slack alert for a manager to approve.
Automatic Wholesale Invoice Past Due Reminders
Every Monday, WebRun opens QuickBooks, finds wholesale invoices past their due date, checks the account's standing in BakeSmart, and drafts a payment reminder email for review before it reaches the customer.
Automated Cropster New Crop Arrival Alerts
Every morning, WebRun checks Cropster for any new crop green lot logged since yesterday, drafts a new crop announcement in Gmail for wholesale accounts who buy that origin, and pings your sales team on Telegram with the cupping notes so they know who to call first.
Automated Mar-Kov Flavor Changeover Scheduling
WebRun reads tomorrow's production run in Mar-Kov, builds the flavor changeover and cleaning schedule with allergen changeovers flagged, and posts it to Google Calendar and Slack so every shift lead knows what's next.
Automated Ekos Keg Deposit Reconciliation
Every Monday, WebRun compares keg deposits owed in Ekos against deposits recorded in QuickBooks, flags mismatches, and posts a clean reconciliation summary to Slack so nothing quietly goes unpaid.
Automated InnoVint Fermentation Temperature Alerts
Every hour during active fermentation, WebRun checks the temperature entries logged in InnoVint, flags any lot outside its target range, and texts your on call winemaker so it gets caught before a fermentation stalls or overheats.
CyFrame Automated Forecast vs Schedule Reports
Every Monday, WebRun opens CyFrame, compares this month's sales forecast against the scheduled run plan, logs any SKU with no scheduled run or a quantity shortfall to a Google Sheet, and drafts a purchase order in QuickBooks for the material needed to cover the gap.
Tekla PowerFab Automatic Mill Test Report Requests
Every morning, WebRun checks Tekla PowerFab's material receiving log for heat numbers with no mill test report on file, drafts a request email to the mill or service center, and logs received reports to Google Sheets by heat number.
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