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.

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All categories
Automated Show Advance Confirmation Emails
When a show moves to Confirmed in Prism.fm, WebRun drafts an advance confirmation email to the artist's production contact with the show details and a checklist of what is needed, and leaves it for you to review before sending.
Prism.fmGmailGoogle Calendar
Automated Music Store Review Request Drafts
Every evening, WebRun finds customers who completed a purchase today in RAIN POS, drafts a personalized review-request email for each one in Gmail, and queues them for you to send with one click.
RAIN POSGmail
Automated Museum Member Benefit Reminders
Every month, WebRun identifies members approaching their one-year anniversary or seasonal program windows in Blackbaud Altru and drafts personalised benefit-reminder emails in Mailchimp for your membership team to review.
Blackbaud AltruMailchimpGoogle Sheets
Automated Vista Cinema Guest Review Request Drafts
Every morning, WebRun finds guests who attended a session yesterday in Vista and drafts a personalised review request email in Gmail for each, ready for a human to approve and send.
VistaGmailStripe
Automated MCA Renewal Offer Preparation
Every Monday, WebRun scans Centrex for advances nearing their payoff balance, drafts a personalised renewal offer for each qualifying merchant, and queues the offers for your sales team to review and send.
CentrexDocuSignSlack
Automated LTL Proof of Delivery Chasing
WebRun checks your LTL shipments for missing PODs, pulls transit status from SMC3, and drafts carrier follow-up requests so your billing team is never stuck waiting.
SMC3GmailGoogle Sheets
Lightspeed Automated Staff Shift Coverage Alerts
Every morning, WebRun checks your shift schedule in Google Calendar against your Lightspeed staff roster and sends a Slack alert listing any shifts with no assigned staff member for the next 48 hours.
LightspeedGoogle CalendarSlack
Automated Land Survey Invoice Chaser
Every Monday, WebRun finds overdue invoices in QuickBooks, drafts a firm but polite reminder email per client, and posts a chase list to Telegram so you always know who owes what.
Carlson SoftwareQuickBooksGmail+1
Automated IP Service Quote Follow-Up Drafts
Three days after a quote goes out with no reply, WebRun drafts a polite follow-up email for attorney review, so no prospect slips away due to silence.
Anaqua AQXGmailStripe
Automated Capital Call Payment Reconciliation
Every morning, WebRun compares capital call payments received in QuickBooks against the amounts expected in Juniper Square and flags any discrepancies for the fund accountant to resolve.
Juniper SquareQuickBooksSlack
Automated Intermodal On-Time Performance Reporting
Every Monday, WebRun pulls completed intermodal shipment data from Rail Command, calculates on-time performance by lane and carrier, and posts a formatted report to Slack so your team can spot problem lanes before customers do.
RSI Logistics Rail CommandSlackGoogle Sheets
EZLynx QuickBooks Automated Premium Reconciliation
Every morning, WebRun compares payments received in QuickBooks against policy premiums due in EZLynx, flags any mismatches or short payments, and posts your bookkeeper a Slack digest of what needs attention.
EZLynxQuickBooksSlack
Automated Therap Health Recall Reminders for IDD
WebRun checks Therap weekly for individuals with overdue or upcoming health recalls such as annual physicals, dental visits, and lab work, logs each to a tracker, and drafts appointment request messages for the care team to review and send.
TherapGoogle SheetsGmail
Automated Heavy Haul Equipment Maintenance Alerts
Every Monday, WebRun checks your heavy haul equipment against scheduled maintenance due dates, cross-references each unit's upcoming ProMiles move assignments, and posts a prioritized maintenance alert to Slack so your fleet manager can schedule downtime without disrupting permitted loads.
ProMilesGoogle SheetsSlack
Automated Heavy Equipment Service Reminders
WebRun checks e-Emphasys for equipment approaching its next scheduled service interval, drafts a reminder for each customer, and queues the outreach via Mailchimp for your team to approve.
e-EmphasysMailchimpGoogle Sheets
Automated Etsy Review Request Drafts
After each Etsy order is marked delivered, WebRun drafts a personalised review request message and queues it in Gmail for your approval before anything is sent to the buyer.
EtsyMarmaleadGmail
Automated Grocery Store Shift Coverage Alerts
WebRun monitors your Google Calendar shift schedule each morning, spots any open shift for the next 48 hours, and sends a Telegram message to the store manager so coverage can be arranged before it becomes a problem.
ECRS CATAPULTGoogle CalendarTelegram
Automated Ghost Kitchen Staff Shift Coverage Alerts
Every morning, WebRun checks your shift schedule in Google Calendar and cross-references confirmed staff against peak Otter order hours, then sends a Telegram alert for any shift that looks undermanned.
OtterGoogle CalendarTelegram
Encompass Automated Proof of Delivery Chaser
Every morning, WebRun checks Encompass for delivered orders with no POD on file, and posts a chase list to your logistics team in Slack so missing signatures are collected same day.
EncompassSlackGoogle Sheets
Wherefour Automated Quote Follow-Up Drafts
Every Monday, WebRun finds quotes in Wherefour that were sent more than five days ago and have not been accepted or declined, and drafts a personalized follow-up email in Gmail for each one so your sales team can review and send without having to track open quotes manually.
WherefourGmailGoogle Sheets
Automated EV Charging Driver Review Request Drafts
WebRun finds recently completed charging sessions in AMPECO, identifies drivers with no prior review, and drafts a short, friendly review request for each so your team can send them via Mailchimp after a quick check.
AMPECOMailchimpGoogle Sheets
Automated Estate Transaction Reconciliation Digest
Every Friday, WebRun pulls estate transactions from EstateExec, reconciles them against QuickBooks, and delivers a tidy summary of matched, unmatched, and outstanding items.
EstateExecQuickBooksSlack
Automated Equipment Lease Residual Value Reporting
Every Monday, WebRun pulls the residual values on all open-end and operating leases in Odessa, compares them to current market benchmarks, and delivers a residual exposure report to your risk team via Slack and Google Sheets.
OdessaGoogle SheetsSlack
Automated Environmental Permit Deadline Tracking
WebRun scans your active permits in Locus Technologies, flags any with submissions or renewals due within 60 days, and posts a prioritised deadline list to your team in Slack.
Locus TechnologiesSlackGoogle Calendar

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