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 J. J. Keller DQ File Expiry Tracking
Every morning, WebRun opens J. J. Keller Encompass, finds every driver with a medical card, CDL, MVR, or road test due to expire within 30 days, and sends your safety team a prioritized action list.
Automated Freight Factoring Document Chaser
WebRun checks OTR Solutions for invoices awaiting proof of delivery or rate confirmations, identifies which drivers or dispatchers still need to submit, and queues reminder messages for your team to review and send.
Labelmaster Automated Hazmat Driver Cert Expiry Tracking
WebRun monitors your driver roster for expiring hazmat training certificates, CDL hazmat endorsements, and required documents, alerts your fleet manager, and drafts renewal notices for review.
Automated Ocean Freight Delay Exception Alerts
WebRun watches Terminal49 continuously for containers that develop a delay, missed transshipment, customs hold, or vessel schedule change, and posts an immediate alert to your Slack ops channel with the details.
Automated Vanta Critical Control Failure Alerts
Whenever Vanta flags a critical control failure or a new high-severity security exception, WebRun reads the details and sends an immediate alert to your vCISO team in Slack so no critical gap goes unnoticed.
FranConnect FDD Disclosure Acknowledgment Chaser
WebRun checks FranConnect for franchise candidates who received their FDD but have not acknowledged receipt, and drafts a follow-up for your development team to review before sending.
Automated Avionte Timesheet Exception Alerts
Every morning, WebRun opens Avionte, finds timesheets with missing hours, unapproved exceptions, or no-call no-show flags, and posts an alert digest to Slack so your payroll team can resolve issues before the pay cycle closes.
iClassPro Automated Gymnastics Incident Alerts
When an incident or injury note is recorded in iClassPro, WebRun immediately notifies the head coach and gym director in Slack and logs the details in a secure Google Sheet so nothing is missed and follow-up is tracked.
Cents Automated Laundromat Loyalty Win-Back Drafts
WebRun identifies loyalty members in Cents who have not visited in 30 days, drafts a personalized win-back offer message for each, and queues them in Slack for your approval before any text or email goes out.
365 Retail Markets Automated Loyalty Win-Back Drafts
Every week, WebRun identifies loyalty members in 365 Retail Markets who have not purchased in 30 or more days, and drafts a personalised win-back message for each via Mailchimp for your team to review and approve before sending.
SwiftComply Automated Failed Device Worklist
Every morning, WebRun pulls all recently failed backflow test reports from SwiftComply and builds a prioritized repair and follow-up worklist for your compliance team in Google Sheets.
Automated Destruction Authorization Form Follow-Ups
WebRun finds clients with pending destruction authorization forms in O'Neil Stratus, drafts a polite follow-up for each, and keeps your compliance queue clear.
Automated Buildertrend Document Collection Chaser
Every week, WebRun scans Buildertrend for pending client selections and unsigned change orders, drafts a personalised document-request email for each client in Gmail, and posts a chase list to Slack so nothing stalls a job.
Buildout Automated LOI Document Collection Chaser
WebRun checks Buildout for deals awaiting an LOI, PSA, or financial package, and drafts a polite follow-up to each counterparty so your pipeline never stalls waiting for paperwork.
Oracle MICROS Simphony Loyalty Win-Back Emails
Every week, WebRun finds loyalty program members who have not visited in 60 days using Oracle MICROS Simphony data, and drafts a personalized win-back email for your marketing team to review and send.
Automated talech Loyalty Win-Back Drafts
Every week, WebRun finds loyalty members in talech who have not visited in 60 days or more, and drafts a personalized win-back email in Mailchimp for your approval before sending.
Automated GoTab Guest Win-Back Campaign Drafts
WebRun identifies guests who have not visited in 60 days based on GoTab tab history, and drafts a personalized win-back offer email via Mailchimp for your team to review before sending.
Automated Epos Now Loyalty Win-Back Drafts
Every week, WebRun identifies loyalty customers who have not visited in 60 days, drafts a personalised win-back email for each, and leaves the drafts in Mailchimp for your review before sending.
Automated Lavu POS Loyalty Win-Back Email Drafts
Every week, WebRun finds loyalty members in Lavu who have not visited in over 60 days, drafts a personalized win-back offer email for each, and queues the drafts for the manager to review before any message goes out.
Heartland POS Loyalty Win-Back Email Drafts
Every week, WebRun finds loyalty members who have not visited in 60 days, drafts a personalized win-back email for each one, and queues the drafts in Mailchimp for your review before sending.
NCR Aloha Automated Loyalty Win-Back Drafts
Every week, WebRun identifies loyalty members in NCR Aloha who have not visited in 60 or more days and drafts a win-back email or SMS via Mailchimp for your review before anything is sent.
Revel Systems Loyalty Win-Back Campaign Drafts
Every week, WebRun identifies loyalty customers in Revel Systems who have not visited in 60 or more days, and drafts a personalized win-back email for each one, ready for your review and send.
SpotOn Loyalty Win-Back Campaign Automation
Every week, WebRun identifies SpotOn loyalty members who have not visited in 60 or more days, segments them by spend tier, and drafts a personalized win-back offer for your review before any message is sent.
TouchBistro Automated Loyalty Win-Back Campaigns
Every week, WebRun finds loyalty guests who have not visited in 60 days, drafts a personalized win-back offer for each, and queues the messages for your approval.
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