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.

All categories
All categories
Labelmaster Automated Hazmat Accessorial Charge Audit
WebRun reviews carrier invoices for your dangerous goods shipments, flags unexpected or overcharged accessorial fees against your contracted rates, and logs discrepancies to a Google Sheet for your team to dispute.
LabelmasterGoogle SheetsQuickBooks+1
Terminal49 Automated Accessorial Charge Audit
WebRun compares accessorial line items on carrier invoices against the real container milestones in Terminal49 to catch charges for services that were not rendered, and logs each discrepancy for your dispute process.
Terminal49Google SheetsSlack
Automated Intermodal Proof of Delivery Chasing
WebRun scans Rail Command for intermodal shipments that have been delivered but still lack a signed proof of delivery, then drafts a polite chase email to each carrier contact and logs the open items in Google Sheets.
RSI Logistics Rail CommandGmailGoogle Sheets
EZLynx Automated Rate Change Notice Drafts
When a carrier rate change is noted in EZLynx, WebRun drafts a clear, empathetic notice email for each affected client and posts your producers a Slack alert so they can review and send before the renewal lands.
EZLynxMailchimpSlack
Automated Therap IDD Referral Pipeline Tracking
WebRun checks Therap daily for new and in-progress referrals, logs status updates to a Google Sheets tracker, and posts a weekly pipeline summary to the intake team in Slack so no referral goes cold.
TherapGoogle SheetsSlack
Automated Heavy Haul On-Time Performance Report
Every week, WebRun pulls completed move data from ProMiles, compares planned versus actual delivery times, calculates on-time performance by route and customer, and posts a summary report to Slack so your ops team can spot patterns and improve.
ProMilesGoogle SheetsSlack
Automated Equipment Rental Contract Renewal Reminders
WebRun checks e-Emphasys for rental agreements expiring in the next 30 days, drafts renewal offer emails for each customer in Gmail, and queues them for your rental team to review and send.
e-EmphasysGmailTelegram
Automated Etsy Weekly Shop Stats Report
Every Monday, WebRun pulls your Etsy shop stats, overlays Marmalead keyword trends, writes a full performance report to Google Sheets, and emails you a summary via Gmail.
EtsyMarmaleadGoogle Sheets+1
Automated Grocery Supplier Invoice Chaser
Every week, WebRun cross-references ECRS CATAPULT purchase orders against QuickBooks bills, spots any PO without a matched invoice, drafts a follow-up email to the supplier, and queues it for your approval.
ECRS CATAPULTQuickBooksGmail
Automated Ghost Kitchen Supplier Invoice Chasing
Every week, WebRun checks QuickBooks for overdue supplier invoices, drafts a polite payment-chaser email in Gmail for each one, and posts a summary of what is outstanding to Slack.
OtterQuickBooksGmail+1
Encompass Automated Quote Follow-Up Drafts
Every morning, WebRun checks open quotes in Encompass that have not been responded to in 3 days, drafts a follow-up email for each in Gmail, and notifies the rep in Slack.
EncompassGmailSlack
Wherefour Automated Slow-Moving Inventory Report
Every week, WebRun analyzes finished goods inventory in Wherefour, identifies items with low sales velocity relative to quantity on hand, calculates days of supply remaining, and logs a slow-mover report to Google Sheets with FEFO expiry context so your sales and ops teams can act before stock ages out.
WherefourGoogle SheetsMailchimp
Automated EV Charging Maintenance Scheduling Confirmations
When a maintenance visit is booked in your calendar, WebRun drafts a confirmation message for the site host with the date, time, and technician details, and queues it for your team to review and send.
AMPECOGoogle CalendarGmail
Automated Probate Deadline Tracking
Every morning, WebRun reviews open estate cases in EstateExec, calculates upcoming probate deadlines, and sends the executor a prioritized alert list so nothing is filed late.
EstateExecGoogle CalendarTelegram
Automated Lease Statement Delivery Drafts
Every month, WebRun pulls each lessee's billing statement from Odessa, creates a draft email with the statement details in Gmail, and logs delivery status in Google Sheets so your billing team can review and send in bulk.
OdessaGmailGoogle Sheets
Automated Environmental Consulting Quote Follow-Ups
WebRun reviews your open project quotes, drafts a personalised follow-up email for each prospect who has not responded, and queues them for your review before sending.
Locus TechnologiesGmailGoogle Sheets
Automated EHS Audit Scheduling Confirmations
When a new audit or site inspection is booked in Google Calendar, WebRun drafts a confirmation email to the client with the date, scope, and preparation checklist, ready for your review before sending.
Google CalendarVelocityEHSGmail
Automated Relativity Review Batch Assignment Drafts
WebRun checks Relativity for unassigned review batches, drafts assignment request emails for each reviewer, and saves them to Gmail for a project manager to send.
RelativityGmailGoogle Sheets
Automated Dumpster Rental Review Request Drafts
After a dumpster job is marked complete in Starlight, WebRun drafts a review request SMS via Twilio asking the customer to leave a Google review, then queues it for your team to approve before sending.
Starlight SoftwareTwilioMailchimp
Automated Drone Flight Scheduling Confirmations
When a flight is booked in Google Calendar, WebRun prepares a confirmation email with site, time, and pilot details, and saves it as a Gmail draft for you to review and send.
Google CalendarDroneDeployGmail
Automated Distillery Vendor Cost Change Tracking
Every Monday, WebRun compares recent vendor invoices in QuickBooks against your baseline costs, flags any price changes for grain, bottles, or packaging, and posts a cost-change digest to Telegram.
QuickBooksWhiskey SystemsTelegram
Automated POD Chaser for Freight Dispatch
WebRun checks Truckbase for delivered loads that still lack a signed POD, identifies which drivers have not uploaded the document, and drafts a reminder text for your review before sending.
TruckbaseTwilioGoogle Sheets
Automated Dental Lab Slow-Moving Inventory Report
Every Monday, WebRun scans Evident for materials that have not been consumed in the past 30 days, calculates their value, and posts a slow-moving inventory report to Google Sheets and Slack so your purchasing team can adjust par levels or return stock.
EvidentGoogle SheetsTelegram
Automated Convenience Store Shift Coverage Alerts
WebRun checks your scheduling system for open or uncovered shifts at every location and sends a Telegram alert to the site manager with enough lead time to find cover.
PDI TechnologiesGoogle CalendarTelegram

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.