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.
FranConnect Compliance Document Collection Chaser
WebRun checks FranConnect for missing or expiring compliance documents, finds every franchisee still outstanding, and drafts a follow-up email for your team to review and send.
Automated Avionte Onboarding Document Chaser
Every morning, WebRun checks Avionte for candidates with incomplete onboarding tasks, and drafts reminder texts in Twilio for your onboarding team to review and send so no placement is delayed by missing paperwork.
iClassPro Automated Waiver and Document Chasing
Every morning, WebRun checks iClassPro for students who are enrolled but missing a signed waiver or required document, then drafts a gentle follow-up for each family so nothing falls through the cracks before the first class.
Cents Automated Laundromat Supply Reorder Alerts
WebRun checks your Cents supply levels daily, flags items below your reorder threshold, and sends your manager a Telegram alert with a ready-to-send purchase list.
365 Retail Markets Automated Low-Stock Reorder Alerts
WebRun checks every market's live inventory in 365 Retail Markets ADM, spots items below your reorder threshold, maps them to the planogram slot, and sends a prioritised restock list to your driver via Telegram before the route begins.
SwiftComply Automated Daily Dispatch Digest
Every morning, WebRun compiles the day's backflow test schedule from SwiftComply into a dispatch digest sorted by tester and route, and posts it to your operations Slack channel so dispatchers have a full picture before any tester leaves the yard.
Automated O'Neil Stratus Client Onboarding
When a new client account is created in O'Neil Stratus, WebRun drafts the welcome email, sets up the client record with default retention codes, and posts the kickoff task list to your operations team in Slack.
Automated Buildertrend New Client Onboarding Kickoff
When a new contract is signed in Buildertrend, WebRun sets up the project structure, creates the onboarding task list, and sends a welcome email draft to the homeowner so no new job starts without a proper kickoff.
Buildout Automated New CRE Listing Onboarding
When a new exclusive listing is won, WebRun creates the full Buildout listing record, populates the marketing fields, and drafts the onboarding checklist so nothing is missed on day one.
Oracle MICROS Simphony Low-Stock Reorder Alerts
Every morning, WebRun checks Oracle MICROS Simphony inventory levels across your properties, flags items below their reorder threshold, and sends your purchasing team a Slack alert with a ready-to-act reorder list.
Automated talech Low-Stock Reorder Alerts
Every morning, WebRun scans your talech inventory, finds items at or below your reorder threshold, and sends a reorder alert to Slack and a draft purchase request to Gmail.
Automated GoTab Low-Stock Reorder Alerts
WebRun monitors GoTab inventory, spots kegs and items falling below reorder thresholds, and sends your purchasing team an alert with the items to order.
Automated Epos Now Low-Stock Reorder Alerts
Every morning, WebRun scans your Epos Now inventory for items at or below reorder level and sends your team a Telegram alert listing what needs ordering today.
Automated Lavu POS Low-Stock Reorder Alerts
Every morning, WebRun checks your Lavu inventory counts, finds any ingredient or item below its reorder threshold, and sends a low-stock alert to Slack so orders go out before you run short during service.
Heartland POS Automated Low-Stock Reorder Alerts
Every morning, WebRun scans Heartland inventory for items at or below your reorder point and sends a prioritized reorder list to Slack so your team can act before shelves go empty.
NCR Aloha Automated Low-Stock Reorder Alerts
Every morning, WebRun checks NCR Aloha inventory levels against your reorder thresholds, identifies items running low, and posts a reorder alert to Slack so your purchasing team can act before the lunch rush.
Automated Revel Systems Low-Stock Reorder Alerts
Every day, WebRun scans your Revel Systems inventory for items at or below their reorder point and sends a prioritized alert to your team so you can reorder before a stockout hits.
SpotOn Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks SpotOn inventory counts, finds items at or below your reorder threshold, and posts a low-stock alert to Slack so your team can place orders before you run out.
TouchBistro Automatic Low-Stock and 86 Alerts
WebRun watches your TouchBistro inventory levels and sends a Telegram alert the moment an item hits your low-stock threshold or gets 86'd.
Aplos Automated Grant Covenant Compliance Tracker
Every week, WebRun opens Aplos, checks actual spending against each grant's allowable-use conditions, flags any potential covenant breach, and delivers a compliance status report to your finance team.
Addepar IPS Covenant Compliance Monitoring
Every Monday, WebRun reads portfolio data from Addepar, checks each family entity's allocation against its investment policy statement covenants, and posts a breach or at-risk list to Slack for your investment team.
Automated Revenue Covenant Compliance Tracker
Every Monday, WebRun reads recognized revenue totals from Leapfin, checks them against your active financial covenant thresholds, and alerts your finance team in Slack if any condition is at risk.
Unit21 Automated EDD Monitoring Condition Tracker
WebRun checks Unit21 each week for customers under enhanced due diligence or ongoing monitoring conditions, verifies that required review actions have been completed, and posts a condition tracker digest to your compliance team in Slack.
Automated Submittable Grant Deadline Tracking
WebRun monitors your Submittable program deadlines, flags closing windows, and posts a daily digest so your team never misses a submission cutoff.
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