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.
365 Retail Markets Automated Refund Exception Flags
Every night, WebRun scans refund and credit activity across all 365 Retail Markets kiosks, flags amounts above your cap or unusual patterns by location, and posts a refund exception digest to your finance team in Slack.
Automated Backflow Testing Invoice Chaser
Every Monday, WebRun checks QuickBooks for backflow testing invoices past due, cross-references the job against SwiftComply to confirm the test was completed, and drafts a polite payment reminder for each customer to review before sending.
Automated Records Management Lead Routing
When a new lead inquiry arrives, WebRun reads the service type and location, creates a prospect record in O'Neil Stratus, and routes the lead to the right sales rep in Slack.
Automated Buildertrend Lead Intake Routing
When a prospect submits an inquiry, WebRun reads their project type, location, and budget range in Buildertrend, scores the lead, and routes it to the right sales rep with a Slack ping so no opportunity sits idle.
Buildout Automated CRE Lead Intake Routing
When a new listing inquiry or tenant lead arrives, WebRun reads the property type, deal size, and geography, then routes it to the right broker in Buildout and pings the team in Slack.
Oracle MICROS Simphony Refund and Comp Exceptions
Every morning, WebRun reviews all refund and comp transactions posted in Oracle MICROS Simphony the prior day, flags amounts above policy thresholds, and sends your operations manager a Slack exception report for follow-up.
Automated talech Refund Exception Flags
Every morning, WebRun reviews the prior day's refunds in talech, flags any that exceed your threshold or lack a reason code, and sends a summary to the manager via Slack.
Automated GoTab Review Request Drafts
After a guest closes a GoTab tab above your satisfaction threshold, WebRun drafts a review request SMS for your team to approve and send, turning great visits into Google reviews.
Automated Epos Now Price Change Rollout
When you have a list of price changes to make, WebRun opens Epos Now Back Office, updates each product price, verifies the change, and logs every update to Google Sheets as a completed audit trail.
Automated Lavu POS Review Request Drafts
Every day, WebRun finds guests who completed a meal in Lavu the day before, drafts a personalized review request SMS for each, and queues the drafts for the manager to approve before anyone is contacted.
Heartland POS Refund Exception Monitoring
Every morning, WebRun reviews the prior day's refunds in Heartland, flags any that exceed your thresholds by amount or frequency, and posts a ranked exception report to Slack for your manager to review.
NCR Aloha Automated Refund and Comp Exception Flags
Every morning, WebRun scans NCR Aloha for refunds and comp exceptions from the prior day, flags any that exceed your thresholds or lack required authorization, and posts a summary to Slack for management review.
Revel Systems Refund Exception Monitoring Automation
Every day, WebRun reviews refund transactions in Revel Systems, identifies any that exceed your thresholds by amount or frequency, and posts a flagged exception report to Slack for management review.
SpotOn Reservation Confirmation Draft Automation
Whenever a new reservation or waitlist entry is added in SpotOn, WebRun drafts a personalized confirmation message for your team to review and send, so guests hear from you quickly without anything going out on autopilot.
TouchBistro Automated Refund Exception Alerts
Every morning, WebRun scans yesterday's TouchBistro refund transactions, flags any that exceed your threshold or lack a valid reason, and posts an alert to Slack.
Aplos Automated GL Exception and Anomaly Flags
Every morning, WebRun scans your Aplos general ledger for unusual transaction patterns such as duplicate entries, misposted fund charges, and outlier amounts, and posts a flagged exception list to your finance team.
Addepar New Entity Onboarding Automation
When a new family entity or investment account is added to Addepar, WebRun validates the data, creates the entity structure, and triggers the onboarding checklist in Google Sheets so nothing falls through the cracks.
Automated Leapfin Revenue Anomaly and Exception Flags
Every morning, WebRun scans Leapfin for revenue anomalies, unmatched transactions, and reconciliation exceptions, and posts a prioritized exception list to your accounting team in Slack.
Unit21 Automated Transaction Anomaly Flagging
WebRun scans Unit21 for newly triggered anomaly rules each hour, groups exceptions by customer and pattern type, and posts a structured digest to your compliance Slack channel for immediate review.
Automated Submittable Grantee Report Reminders
WebRun monitors Submittable for upcoming grantee progress and final report deadlines, drafts reminder messages for overdue or near-due reports, and queues them for your approval before sending.
Automated Fathom KPI Anomaly Alerts for CFOs
WebRun monitors Fathom daily for KPI breaches and variance anomalies across your client portfolio, and posts an alert to Slack the moment any client's metric crosses your threshold, so you can act before the client notices.
BizEquity Automated Valuation Exception and Anomaly Flags
Before any BizEquity valuation report is delivered, WebRun checks the key financial figures for anomalies, such as revenue inconsistent with prior years, unusually high or low multiples for the industry, and missing data fields, then flags any issues for the advisor to review.
Avalara Overdue Sales Tax Remittance Tracker
WebRun scans Avalara and QuickBooks for overdue or unpaid tax remittances, logs the shortfall per state, and drafts a payment initiation memo for your finance team to action.
Neo.Tax Automated R&D Client Onboarding Kickoff
When a new client engagement opens in Neo.Tax, WebRun creates the onboarding checklist in Google Sheets, drafts the welcome email with data-connection instructions, and posts the engagement kickoff to your internal Slack channel.
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