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.

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All categories
MAM Autopart Automated Slow-Moving Inventory Report
Every Monday, WebRun analyses sales history in MAM Software Autopart to find SKUs with no movement in the past 90 days and posts a slow-movers report to the purchasing manager so dead stock is cleared before it accumulates further.
MAM Software AutopartGoogle SheetsSlack
DMSi Agility Automated Slow-Moving Inventory Report
Every Monday, WebRun scans DMSi Agility for SKUs with no sales activity in the past 90 days, calculates the carrying cost by branch, and posts a slow-mover report to Slack so your purchasing team can plan markdowns or returns to free up capital.
DMSi AgilityGoogle SheetsSlack
Automated Proof of Delivery Chaser for Carriers
Every morning, WebRun checks your load management records in J. J. Keller Encompass against your delivery log, finds every completed load that still lacks a signed POD, and drafts a chase email to the driver or broker for your dispatcher to review.
J. J. Keller EncompassGmailGoogle Sheets
Automated Freight Factoring Rate Change Notices
When a rate adjustment applies to a carrier account in OTR Solutions, WebRun drafts a clear notice letter in Gmail and logs the change to a Google Sheet so your team can review and send it before the new rate takes effect.
OTR SolutionsGmailGoogle Sheets
Labelmaster Automated Hazmat POD Chasing
WebRun checks your DGIS shipment records for dangerous goods deliveries that lack a signed proof of delivery, then drafts a chaser to the carrier and alerts your compliance team.
LabelmasterGmailSlack
Automated Ocean Carrier On-Time Performance Report
Every Monday, WebRun reads Terminal49 for completed shipments from the prior week, compares actual vessel arrival dates against original ETAs, and builds a carrier on-time performance report in Google Sheets.
Terminal49Google SheetsTelegram
Automated Vanta Compliance Deliverable Reminders
Every month, WebRun checks Vanta for upcoming recurring deliverables, such as policy reviews and security training deadlines, and sends your team an internal reminder digest with client details.
VantaGoogle SheetsTelegram
Automated FranConnect Franchisee Onboarding Kickoff
When a new franchisee is added in FranConnect, WebRun opens their onboarding checklist, assigns every task to the right team, and sends a welcome summary to your internal channel.
FranConnectGoogle SheetsSlack
Automated Avionte Candidate Redeployment Check-Ins
Every week, WebRun checks Avionte for candidates whose assignments are ending soon, drafts a redeployment check-in text in Twilio for recruiter review, and posts a redeployment pipeline to Slack.
AvionteTwilioSlack
iClassPro Automated Recurring Billing Reminders
Before each billing cycle, WebRun checks iClassPro for families on recurring tuition plans and drafts a billing heads-up for staff to review and send, so parents are never surprised by an auto-charge.
iClassProMailchimpQuickBooks
Cents Automated Laundromat Shift Coverage Alerts
WebRun checks your Cents staff schedule daily for upcoming uncovered or short-staffed shifts and sends a Telegram alert to your manager so gaps are filled before the shift starts.
CentsTelegramGoogle Calendar
365 Retail Markets Automated Kiosk Offline Alerts
WebRun monitors kiosk uptime across all 365 Retail Markets locations, detects any kiosk that has gone offline or stopped processing sales, and immediately alerts your operations team in Telegram so downtime is measured in minutes, not hours.
365 Retail MarketsTelegramGoogle Sheets
SwiftComply Automated Tester Route Confirmations
Each morning, WebRun pulls the day's backflow test appointments from SwiftComply, builds a route-ordered confirmation for each tester, and drafts a schedule summary so dispatchers can send it after a quick review.
SwiftComplyGoogle CalendarSlack
Automated O'Neil Stratus Quote Follow-Ups
WebRun finds quotes sent but not yet accepted in O'Neil Stratus, drafts a polite follow-up for each prospect, and logs the outreach in your pipeline tracker.
O'Neil StratusGmailGoogle Sheets
Automated Buildertrend Proposal Follow-Up Drafts
Every week, WebRun finds proposals sent in Buildertrend with no signed contract, drafts a polite follow-up for each prospect, and queues them in Gmail for your review before anything goes out.
BuildertrendGmailSlack
Buildout Automated Property Tour Follow-Up Drafts
After a property tour is completed in Buildout, WebRun drafts a personalized follow-up for the prospect while the showing is still fresh, so brokers never miss the most important touchpoint.
BuildoutGmailTwilio
Oracle MICROS Simphony Shift Coverage Alerts
Every morning, WebRun compares your scheduled labor in Oracle MICROS Simphony against sales forecasts, identifies any service period that is understaffed relative to projected covers, and sends your floor manager a Slack alert with time to act.
Oracle MICROS SimphonyGoogle CalendarSlack
Automated talech Shift Coverage Alerts
Every morning, WebRun checks your upcoming talech schedule for shifts with no assigned staff member and posts an urgent coverage alert to your team's Slack channel.
talechSlackGoogle Calendar
Automated GoTab Supplier Invoice Chaser
WebRun checks your outstanding beverage and food supplier invoices, flags anything past due, and drafts a polite follow-up email to each supplier for your review.
GoTabQuickBooksGmail
Automated Epos Now Review Request SMS Drafts
Every evening, WebRun identifies that day's customers in Epos Now who spent above your threshold, drafts a review-request text for each, and queues the messages in Twilio for your approval before sending.
Epos NowTwilio
Automated Lavu POS Supplier Invoice Chaser
Every Monday, WebRun cross-references your Lavu purchase orders against invoices in QuickBooks, finds any supplier invoice that is overdue or missing, and drafts a follow-up email for each so nothing slips through.
LavuQuickBooksGmail+1
Heartland POS Staff Shift Coverage Alerts
Every morning, WebRun checks Heartland for uncovered shifts in the next 48 hours, identifies which roles are short-staffed, and sends a coverage alert to the manager via Telegram so gaps get filled before the shift starts.
HeartlandTelegramGoogle Sheets
NCR Aloha Automated Shift Coverage Alerts
Every morning, WebRun checks NCR Aloha clock-in schedules for today's shifts, flags any uncovered positions, and posts a coverage alert to a manager Slack channel so you can find a fill before service starts.
NCR AlohaSlackGoogle Calendar
Revel Systems Staff Shift Coverage Alerts
Every morning, WebRun reviews upcoming shifts in your Revel Systems schedule, identifies any role gaps or no-shows, and posts a coverage alert to Slack so your manager can find cover before service is affected.
Revel SystemsGoogle CalendarSlack

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