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 Grease Disposal Compliance Reports
Each month, WebRun totals every grease trap pump-out in Tank Track by disposal site, builds a compliance summary of gallons hauled and where they went, logs it to a Google Sheet, and drafts the regulator email for you to review before sending.
Automated Cable and Connector Reordering
WebRun compares the cable, reels, and connectors an active job needs in Conest IntelliBid against your on-hand quantities in QuickBooks, and drafts a reorder email to each distributor that waits for your approval before it sends.
Automated NFPA-25 AHJ Report Submission
After each sprinkler inspection, WebRun pulls the signed NFPA-25 report from Uptick, files a copy in Google Drive, and drafts the submission email to the authority having jurisdiction for your review.
Automated Crack-Seal Material Reorders
WebRun compares crack-seal material used against upcoming jobs in Bitumio, flags when stock is short, and drafts a supplier purchase order for your review.
FieldGroove Automated Set Reordering
Every morning, WebRun tallies spray-foam set usage in FieldGroove, checks what is left against your reorder points in a sheet, and drafts a purchase order email to your supplier for review.
Automated Crane Non-Compliance Alerts
After each inspection, WebRun reads InspectAll for any crane that failed an OSHA or ASME check, and posts your safety channel an internal Slack flag with the unit, the failed item, and the standard it breaches.
Automated Cat 1 Load Test Reminders
Each week, WebRun checks FIELDBOSS for elevators whose annual Category 1 test is coming due, logs them to a sheet, and sends your compliance lead a Telegram reminder.
Automated Certificate Expiration Tracking
Every morning, WebRun reads certificate expiration dates from EXEMPTAX, updates a per-customer tracker in Google Sheets, and posts the team a short Slack list of what expires this month and next.
Automated Commission Close Deadline Tracking
Each morning, WebRun reads your commission close calendar, checks what is done in QuotaPath, and posts the team the open tasks and days left before close.
Automated Farm Estimated Tax Reminders
WebRun reads your Schedule F position in Traction Ag, works out each estimated tax due date and rough amount, and sends you a Telegram reminder well ahead of every deadline so a payment is never late.
Automated Restaurant Period Close Tracking
Every morning, WebRun checks each location's close tasks in Restaurant365 against your period-close calendar in Google Calendar and posts the team a Slack status of what is done, what is due today, and which units are behind.
Automated Contracts In Transit Tracking
WebRun reads every unfunded deal in MenuMetric, calculates days in transit and each lender's funding deadline, logs an aging report to Google Sheets, and sends your finance director a Telegram digest of contracts at risk of falling out of funding.
Automated Distribution Run Deadline Tracking
Every morning, WebRun checks Petrofly and your calendar for the month's revenue distribution run steps, works out which close, purchaser, and payment deadlines are coming up, and posts the accounting team a Slack countdown of what is due next.
Automated Chargeback Deadline Tracking
Every morning, WebRun reads each open dispute's response-by date in Chargeflow, adds it to your calendar, and warns you in Slack about any deadline coming up in the next two days.
Automated Escheat Deadline Tracking
Every morning, WebRun opens Simple Escheat, reads the filing deadline for each state you report to, puts the ones coming due onto a shared calendar, and pings you on Telegram about anything close.
Automated Local File Deadline Tracking
Every morning, WebRun reads each country's local file due dates from Exactera, updates a deadline tracker in Google Sheets, and posts what is due soon to Slack.
Automated 1031 45-Day Deadline Tracking
Each morning, WebRun reads active exchanges in Accruit Exchange Manager Pro, works out the 45-day identification deadline and days remaining for each, logs them to a Google Sheet, and posts the team a Slack countdown.
Automated Cost Seg Engagement Letters
WebRun pulls the study scope and fee from KBKG, builds a matching engagement letter as a DocuSign envelope, and leaves it queued for a partner to review and send for signature.
Automated Drum Truck Cycle Tracking
Every few minutes, WebRun reads live truck GPS in Dispatch360, logs each cycle stage from loaded to on-site to washing out, and writes a running cycle-time sheet so dispatch can see the whole fleet at a glance.
Trux Automated Cycle-Time Tracking
Every hour, WebRun reads GPS cycle data in Trux, measures each truck's quarry-to-jobsite round trip against target, records the times in Google Sheets, and pings a cycle-time snapshot to the owner on Telegram.
Automated Short Load Barrel Flagging
Every morning, WebRun reviews yesterday's Engage Mobilize hauls, flags any load that came in below your minimum barrel threshold, and posts dispatch a ranked list so short loads get investigated.
Automated Two Person Crew Routing
WebRun scans tomorrow's orders in Deliveright, groups the oversized two person stops into an efficient run, and drops the proposed crew route on Google Calendar for a planner to confirm.
Automated Carrier Authority Age Flags
WebRun checks each newly onboarded carrier's FMCSA authority age in Highway, flags any younger than your policy threshold, logs it to a Google Sheet, and posts your team a Slack heads-up for review.
Automated Livestock Transit-Time Alerts
WebRun watches active livestock loads in M2X, works out how long the animals have been aboard, alerts dispatch in Slack when a load nears its welfare limit, and drafts a check-in text to the driver for a dispatcher to send.
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