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 Local Line Waitlist Reservation Drafts
When a CSA spot or farm stand product becomes available, WebRun checks your Local Line waitlist, identifies the next eligible customer, and drafts a reservation confirmation email in Gmail for your approval before the offer is sent.
MeridianLink Automated Loan Statement Delivery Drafts
At the start of each month, WebRun opens MeridianLink, pulls loan statement data for the prior period, and drafts a personalized statement email for each member in Gmail, ready for your team to review and send.
Automated Payer Rate Change Provider Notification Drafts
WebRun monitors for incoming payer fee schedule update emails in Gmail, extracts the rate changes, cross-references affected providers in Modio Health, and drafts notification letters to affected providers for your credentialing coordinator to review and send.
Automated Court Reporting Review Request Drafts
After a transcript is delivered and the job is closed in ReporterBase, WebRun drafts a review request email to the attorney or law firm and queues it in Gmail for your approval.
Automated LoanPro Payoff Quote Drafting
When a borrower requests a payoff quote, WebRun opens LoanPro, calculates the payoff amount including accrued interest and fees as of the requested date, and drafts a formal payoff letter in Gmail so your team can review, sign, and send it within hours.
Automated Coffee Shop Seasonal Menu Launch Checklist
When you're ready to launch a seasonal menu, WebRun builds a step-by-step checklist, verifies ingredient availability in Odeko, and stages the new items in Square for Restaurants for your final review.
Automated GCP and CITI Training Expiry Tracking
WebRun checks your team's GCP and CITI training records in RealTime-CTMS weekly, flags anyone with a certification expiring within 60 days, and posts a renewal list to Slack for your site manager.
Automated Quarterly Emissions Statement Delivery
At the end of each quarter, WebRun pulls your latest Scope 1, 2, and 3 figures from Persefoni, drafts a personalized emissions performance statement for each key stakeholder via Gmail, and posts a delivery checklist to Slack so nothing is sent before you have reviewed and approved each statement.
Carta Stripe Automated Exercise Payment Reconciliation
Every morning, WebRun matches incoming Stripe payments for option exercises against the corresponding Carta records, flags unmatched items, and posts a reconciliation digest to your finance Slack channel so discrepancies are caught the same day.
Automated Calibration Lab Review Request Emails
After a calibration job is completed and the certificate delivered, WebRun drafts a review request email to the customer in Gmail so your team can send it with one click.
Automated Bowling Center Weekly Top-Sellers Report
Every Monday, WebRun pulls the prior week's sales data from Conqueror X and posts a ranked top-sellers report to Google Sheets and a highlights summary to Slack.
Automated Bookstore Shift Coverage Alerts
Every morning, WebRun scans your Google Calendar for shifts in the next 72 hours that are unassigned or where the assigned staff member has a conflict, and posts an alert to Slack so the manager can fill the gap in time.
Automated Beverage Distributor Quote Follow-Up Drafts
Every morning, WebRun checks VIP for quotes that have been open longer than three days without a response, and drafts a polite follow-up email for each assigned rep to review and send, so no open quote goes cold.
Automated Bail Bond Review Request Drafts
WebRun finds recently discharged bonds in Captira where the defendant appeared and the indemnitor had a smooth experience, and drafts a review request for each so your agents can send at the right moment.
Automated Axe Throwing Shift Coverage Alerts
Every morning, WebRun checks your upcoming shifts in Google Calendar for gaps or under-staffed sessions and sends an alert to your team's Slack channel so cover can be arranged.
Automated Auto Transport POD Chaser
WebRun scans Super Dispatch for delivered loads that still lack a signed BOL or inspection photos, then drafts a polite follow-up to the carrier and flags the gap on a Google Sheet.
Automated Auto Lending Overdue Payment Chaser
Every morning, WebRun identifies borrowers who are 3 to 29 days past due in your portfolio, drafts a personalized payment reminder message for each via Twilio SMS for your servicing team to review and approve, and logs the outreach to a Google Sheet.
Automated ASC Waitlist Slot Routing
When OR block time opens in HST Pathways, WebRun matches it against your waitlisted cases by procedure and surgeon, logs the best matches to a routing sheet, and alerts the scheduling coordinator in Telegram so the slot is offered before it expires.
Automated Amazon Refund Exception Monitoring
Every morning, WebRun reviews new Amazon refunds in Seller Central, flags patterns that suggest return abuse or system errors, and posts a triage list to Slack so your team can investigate and decide whether to dispute.
Automated Alarm Company RMR Invoice Chasing
WebRun checks AlarmBiller for recurring monthly revenue invoices past their due date, drafts a polite reminder for each customer, and posts your billing team a chase list in Slack.
Automated Air Cargo POD Chaser
WebRun scans Awery for shipments delivered without a signed POD on file, drafts a chaser email to the handling agent, and logs outstanding cases in Google Sheets.
Kipu Health Automated Staff Credential Expiry Tracker
WebRun checks your staff credential records weekly, identifies certifications and licenses expiring in the next 60 days, logs a renewal tracker in Google Sheets, and alerts HR in Slack so no clinician works on a lapsed credential.
Automated Carrier On-Time Performance Reporting
Every Monday, WebRun pulls arrival, dock, and departure timestamps from YardView, calculates on-time rates by carrier, and posts a ranked performance report to Google Sheets for your operations review.
Automated Smoke Shop Shift Coverage Alerts
Every morning, WebRun checks your Google Calendar shift schedule for open or uncovered shifts in the next 48 hours, identifies gaps, and sends a Slack alert to the manager so coverage can be arranged before the store opens short-staffed.
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