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 Ocean Freight Load Status Digest
WebRun pulls the latest container milestones from Terminal49 each morning and posts a structured load status digest to your team's Slack channel, so everyone knows where every shipment stands without logging in.
Automated Vanta vCISO Proposal Follow-Ups
For every proposal sent more than five days ago with no reply, WebRun checks the compliance status in Vanta, drafts a tailored follow-up email, and queues it for your review before sending.
FranConnect Daily Franchisee Task and Support Digest
Every morning, WebRun checks FranConnect for open franchisee support requests and onboarding tasks, and posts a prioritized digest to your operations team in Slack.
Automated Avionte Quote Follow-Up Email Drafts
Every morning, WebRun finds open client quotes in Avionte that have had no response in three or more days and drafts a polite follow-up email in Gmail for your recruiter to review and send.
iClassPro Automated Trial Follow-Up Drafts
Every week, WebRun checks iClassPro for trial participants who attended a class but have not enrolled, then drafts a personalized follow-up message for staff to review and send so no warm prospect goes cold.
Cents Automated Laundromat Review Request Drafts
After a completed wash-dry-fold or pickup/delivery order in Cents, WebRun drafts a personalized review-request text message for your approval before it is sent, so you never miss a review opportunity.
Automated Backflow Testing Quote Follow-Up Drafts
Every Monday, WebRun finds backflow testing quotes that have been open for more than five days without a response, checks SwiftComply for relevant device context, and drafts a polite follow-up for each prospect for your team to review before sending.
Automated Records Management Invoice Chasing
WebRun finds past-due invoices in O'Neil Stratus, drafts polite payment reminders for each client, and posts your weekly collections list to Slack.
Automated Buildertrend Invoice Chasing
Every week, WebRun finds invoices past their due date in Buildertrend, drafts polite payment reminder emails for each client in Gmail, and posts your outstanding balance list to Slack for review.
Buildout Automated Commission Invoice Chaser
WebRun checks QuickBooks for overdue commission invoices, matches each to its Buildout deal, and drafts a polite follow-up to the responsible party for broker review.
Oracle MICROS Simphony Review Request Drafts
Every day, WebRun identifies guests who completed a dine-in or delivery check in Oracle MICROS Simphony the prior evening, and drafts personalized review request emails for your marketing team to approve and send.
Automated talech Review Request SMS Drafts
Each evening, WebRun finds recent talech customers with high-value or repeat transactions and drafts a review request message via Twilio SMS for your approval before any text is sent.
Automated GoTab Shift Coverage Alerts
WebRun monitors your GoTab staff schedule for open shifts and coverage gaps, and sends the manager a Slack alert with the details so nothing falls through before service.
Epos Now Refund Exception Monitoring
Every morning, WebRun reviews yesterday's Epos Now refunds, identifies any that breach your rules on value or frequency, and posts a flagged list to Slack for manager follow-up.
Automated Lavu POS Staff Shift Coverage Alerts
Every morning, WebRun checks your schedule in Google Calendar against the Lavu employee roster, spots any shift with no confirmed staff coverage, and sends a Slack alert to the manager so gaps are filled before service.
Heartland POS Automated Review Request Texts
Every morning, WebRun finds customers who completed a transaction in Heartland yesterday, drafts a polite review request for each, and queues the messages in Twilio for your approval before any text is sent.
NCR Aloha Automated Guest Review Request Drafts
After each service period, WebRun reads completed checks in NCR Aloha, drafts a review request SMS via Twilio for guests who opted in, and queues each one for your manager to approve before sending.
Revel Systems Automated Review Request Drafts
Every day, WebRun identifies recent high-value or high-satisfaction Revel transactions and drafts a personalized review request message for each customer, ready for your approval before anything is sent.
SpotOn Automated Guest Review Request Drafts
After each shift, WebRun identifies guests with high-spend or return visits from SpotOn loyalty data and drafts a personalized review-request message for your team to approve before it reaches anyone.
TouchBistro Automated Guest Review Request SMS
After every shift, WebRun identifies guests with high satisfaction scores in TouchBistro, drafts a review-request SMS for each, and queues the messages for your approval.
Aplos Automated Nonprofit Client Onboarding Setup
When a new nonprofit client is signed, WebRun opens Aplos, sets up the initial chart of accounts and fund structure, creates the first budget period, and sends your team a setup checklist via Slack.
Addepar Capital Call Commitment Chaser
Every Monday, WebRun checks Addepar for capital call subscriptions that are past their funding deadline, drafts chase emails to the relevant counterparties, and posts an overdue list to Slack for your team.
Automated Leapfin Revenue Schedule Onboarding
When a new customer contract is signed, WebRun opens Leapfin to create the revenue schedule, posts a kickoff checklist to Slack, and adds a calendar milestone for the first recognition date.
Unit21 Automated KYC Onboarding Kickoff
When a new entity is created in Unit21, WebRun reads the profile, creates the KYC onboarding checklist in Google Sheets, and posts an internal kickoff notice to the compliance Slack channel so the team can start CDD without delay.
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