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.
SwiftComply Automated New Customer Onboarding
When a new backflow testing customer is added, WebRun creates their account in SwiftComply, adds their devices to the device inventory, and kicks off an internal onboarding checklist in Slack so nothing is missed before the first annual test window opens.
Automated Records Management Contract Renewals
WebRun finds service agreements expiring within 60 days in O'Neil Stratus and drafts renewal outreach for each client so your team can follow up before contracts lapse.
Automated Buildertrend Contract Renewal Reminders
Every week, WebRun scans Buildertrend and Google Sheets for subcontractor and supplier contracts expiring within 90 days and posts a renewal alert to Slack so your team can renegotiate before a gap occurs.
Buildout Automated Listing Expiry Renewal Reminders
WebRun scans Buildout for listings expiring in the next 30 days and drafts a renewal outreach for each owner so your brokers stay ahead of every deadline.
Oracle MICROS Simphony Gift Card Liability Digest
Every Monday, WebRun pulls active gift card balances from Oracle MICROS Simphony across all properties, calculates total outstanding liability, and posts a digest to Slack so your finance team can manage reserves accurately.
Automated talech Gift Card Liability Digest
Every Monday, WebRun reads your talech gift-card balances, totals the outstanding liability, flags cards unused for over a year, and posts a digest to Slack so your bookkeeper stays current.
Automated GoTab Gift-Card Liability Digest
Every Monday, WebRun pulls the current balance of outstanding GoTab gift cards and open tabs, totals the liability, and posts a digest to your finance Slack channel.
Automated Epos Now Gift Card Liability Tracking
Every Monday, WebRun opens Epos Now, reads the outstanding gift card balances, calculates total liability, and logs a summary to Google Sheets so finance always knows what is owed.
Automated Lavu POS Gift Card Liability Digest
Every Monday, WebRun reads outstanding gift card balances from Lavu, totals the unredeemed liability, logs it to Google Sheets, and posts a summary to Slack so your finance team stays on top of what is owed.
Heartland POS Gift Card Liability Weekly Digest
Every Monday, WebRun pulls active gift card balances from Heartland, calculates total outstanding liability, and posts a digest to Slack so your finance team can track and plan for redemptions.
NCR Aloha Automated Gift Card Liability Digest
Every week, WebRun reads NCR Aloha gift card balances and activity, calculates outstanding liability, and posts a summary to Slack and a detail row to Google Sheets so your finance team stays current.
Revel Systems Gift Card Liability Weekly Digest
Every week, WebRun pulls active gift card balances from Revel Systems, calculates total outstanding liability, flags cards unused for over a year, and posts a concise digest to Slack so you stay on top of your obligations.
SpotOn Gift Card Liability Tracking Automation
Every week, WebRun pulls gift-card balances and redemptions from SpotOn, calculates your outstanding liability, compares it to the prior week, and posts a digest to Slack so finance always has an accurate number.
TouchBistro Automated Gift Card Liability Tracking
Every Monday, WebRun pulls the outstanding gift card balances from TouchBistro, totals your current liability, and logs the summary to Google Sheets.
Aplos Automated Nonprofit Compliance Deadline Tracker
Every Monday, WebRun checks Aplos for upcoming grant reporting, audit, and regulatory filing deadlines, flags those due within 45 days, and posts a compliance calendar to your finance channel.
Addepar Compliance Deadline Tracker Automation
Every Monday, WebRun checks Addepar entity data against your compliance calendar, identifies upcoming and overdue regulatory deadlines, and posts a prioritized list to Slack so nothing is missed.
Automated ASC 606 Compliance Deadline Tracker
Every Monday, WebRun checks Leapfin for upcoming ASC 606 compliance tasks and close deadlines, and posts a prioritized to-do list to your accounting Slack channel.
Unit21 Automated SAR Deadline Tracking
WebRun reads open cases in Unit21 each morning, calculates the days remaining to file each SAR, and posts a prioritized deadline list to Slack so your compliance team never misses a regulatory window.
Automated Grant Inquiry Data Entry from Email
When potential applicants email your grants inbox with eligibility questions or program inquiries, WebRun extracts the key details and creates a tracked inquiry record in Submittable so no lead is lost.
Automated CFO Client Compliance Deadline Tracking
WebRun monitors upcoming tax lodgement dates, board reporting deadlines, and statutory filing due dates across your client portfolio, and posts a weekly compliance calendar to Slack so nothing is missed.
BizEquity Automated Compliance Deadline Tracker
WebRun monitors key compliance deadlines tied to valuation engagements, such as estate-planning update windows, buy-sell agreement review dates, and lender reporting due dates, and alerts advisors in Slack before any deadline passes.
Avalara Automated Sales Tax Deadline Tracking
WebRun checks Avalara for upcoming filing deadlines across all your registered states, cross-references your filing calendar, and posts a prioritized alert to Slack so nothing is late.
Neo.Tax Automated R&D Filing Deadline Tracker
WebRun checks Neo.Tax for upcoming filing and amendment deadlines, maps them against Google Calendar, and posts a weekly digest to Slack so your team never misses a due date.
Automated LTC Pharmacy Claim Denial Worklist
Every morning, WebRun opens FrameworkLTC, pulls all pharmacy claims rejected or denied in the past 24 hours, groups them by denial reason and facility, logs the worklist to Google Sheets, and posts a Slack summary to your billing team so every denial is actioned the same day it arrives.
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