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 Drywall Material Order Drafts
When a drywall takeoff is complete in The EDGE, WebRun reads the board counts by type, builds a supplier order request, and drafts it for your review so nothing is ordered without a human check.
Automated CoatingOS Deposit Scheduling
WebRun watches Square for new coating deposits, pulls the matching job from CoatingOS, holds an install slot on your calendar, and drafts a confirmation text for the homeowner to approve.
Automated Grease-Trap Waste Manifests
After each shift, WebRun reads the day's completed grease trap jobs in Tank Track, builds a clean waste manifest record for every one with gallons pumped and disposal site, logs them to a Google Sheet, and posts your office a Slack summary.
Automated Cabling Drop Count Material List
After a SureCount takeoff, WebRun reads the drop counts and device symbols from your Conest IntelliBid estimate, builds a clean cable and hardware material list in a Google Sheet, and posts your PM a Slack summary of quantities by area.
Automated Fire Deficiency Repair Quotes
After each inspection, WebRun reads the deficiencies logged in Uptick, builds a priced repair quote for the property, saves the backup to Google Drive, and pings your service coordinator to review before it goes out.
Automated Sealcoat Rebooking Outreach
WebRun finds past parking-lot customers in Bitumio who are due for remaintenance, drafts a personal text for each, and logs the rebooking list to a sheet.
FieldGroove Automated Crew Scheduling
Every morning, WebRun reads today's FieldGroove jobs, groups them by crew into a sensible drive order, writes it to a shared sheet, and posts each crew their run in Telegram.
Automated Crane Repair Quote Drafts
After each inspection, WebRun reads the critical deficiencies InspectAll flagged, builds a priced repair quote in QuickBooks, and drafts a customer email for your service manager to review before it goes out.
Automated FIELDBOSS PM Visit Scheduling
Each month, WebRun reads every FIELDBOSS maintenance contract, works out which units are due, and drafts a proposed PM visit schedule for your dispatcher to confirm.
EXEMPTAX Automated Certificate Collection
Each week, WebRun pulls the NetSuite customers with no valid resale certificate, opens EXEMPTAX to queue a guided collection request for each, drafts a Mailchimp campaign to invite them, and leaves the campaign unscheduled for review.
Automated Comp Plan Signature Reminders
WebRun checks which reps still owe a signed comp plan in DocuSign, drafts a polite reminder to each, and posts finance a list of who has signed and who has not.
Automated Landlord W-9 and Lease Chasing
Each week, WebRun opens Traction Ag, finds the landlords missing a signed land agreement or a W-9, drafts a friendly request to each, leaves it unsent for review, and posts the team a Slack list of who is still outstanding.
Automated Restaurant365 Vendor Onboarding
When you open a new restaurant, WebRun reads the vendor list from a Google Sheet, drafts each supplier as a vendor record in Restaurant365 with terms and GL defaults, and posts you a Slack checklist of what still needs a number or a W-9.
Automated F&I Funding Document Collection
WebRun checks each pending deal in MenuMetric against the funding document checklist, drafts a polite request in Gmail for whatever the buyer still owes, and keeps a Google Sheets tracker of which deals are blocked and the documents each is waiting on.
Automated Lease Document Collection
Each week, WebRun checks Petrofly for properties missing a lease, deed, or ownership document, drafts a request to the operator or landman for each gap, leaves it unsent for review, and posts the team a Slack list of what is still outstanding.
Automated Chargeback Evidence Collection
For each open chargeback, WebRun pulls the matching Shopify order, tracking, and delivery proof into an evidence sheet so your rebuttals are ready to build.
Shopify›
Automated Dormant Property Detection
Every week, WebRun opens Simple Escheat, checks each open property against its state dormancy period, lists everything now past the threshold, and gives you a clean workbook of what is ready to escheat.
Automated Benchmarking Financials Collection
Every month, WebRun pulls each tested entity's financials from NetSuite, files them in Exactera against the right benchmarking study, and saves a copy to SharePoint.
Automated 1031 Party Detail Collection
For each new exchange, WebRun checks Accruit Exchange Manager Pro for missing taxpayer and settlement-agent details, drafts a short request email in Outlook, and queues a DocuSign intake form, leaving both for a facilitator to send.
Automated Cost Seg Document Collection
WebRun checks each open KBKG study for missing basis and appraisal documents, drafts a polite request to the client for what is outstanding, and logs the gaps in a tracker.
Automated Concrete eTicket QC Capture
On each delivery, WebRun records the jobsite water added and drum rotation counts on the Dispatch360 eTicket, then flags any load that went past its allowed water or turns for a QC reviewer.
Trux Automated Scale E-Ticket Generation
When a truck loads out at the scale, WebRun reads the weigh data in Trux, builds a complete e-ticket, logs it in Google Sheets, and drafts the ticket email to the contractor for your approval.
Automated SCADA Water Haul Scheduling
Every few minutes, WebRun reads SCADA tank levels, finds tanks nearing capacity, and creates optimally timed water-haul orders in Engage Mobilize so trucks roll before a tank tops out.
Deliveright Automated Damage Issue Logging
WebRun pulls handoff damage photos and crew notes from Deliveright, files them in a Google Sheet as a numbered issue, and pings the claims channel in Slack.
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