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 EHS Consulting Review Request Drafts
When an EHS consulting engagement is marked complete, WebRun drafts a polite review request email to the client contact, ready for your approval before sending.
Automated Relativity Review Batch Status Digest
WebRun checks every open review batch in Relativity each morning and posts a progress digest to Slack so project managers always know which batches need attention.
Automated Dumpster Rental Recurring Service Reminders
Every month, WebRun finds recurring contract customers in Starlight whose next service window is approaching and drafts an upcoming-service reminder email in Gmail for each one, ready for your team to review and send.
Automated Drone Service Google Review Request Drafts
When DroneDeploy marks a project complete and the deliverable is shared, WebRun drafts a personalised review request email in Gmail for your approval before it goes to the client.
Whiskey Systems Automated TTB Report Deadline Tracking
WebRun checks your upcoming TTB and state reporting deadlines against Whiskey Systems production records every week, posts a deadline digest to Telegram, and drafts a calendar reminder in Google Calendar for each filing due.
Automated On-Time Delivery Performance Report
WebRun reviews the past week of completed loads in Truckbase, compares actual delivery times against scheduled times, calculates your on-time percentage, and posts a performance report to your Slack channel every Monday.
Automated Dental Lab Quote Follow-Up Drafts
Every Monday, WebRun finds quotes sent to dentist practices that have not been accepted or declined within seven days, drafts a polite follow-up email for each in Gmail, and posts the open-quote list to Slack so your sales team can review and send before the week begins.
PDI Technologies Automated Weekly Shrink Anomaly Detection
WebRun compares PDI Technologies inventory counts against expected levels each week, flags categories with abnormal shrink, and sends your loss-prevention team a prioritized Slack report.
Automated Local Line Weekly Top-Sellers Report
Every Monday, WebRun pulls the prior week's Local Line sales data, ranks products by revenue and units sold, and logs the results in Google Sheets so you can plan next week's harvest and pricing with real data.
MeridianLink Automated Member Rate-Change Notice Drafts
When your credit union updates a loan or deposit rate in MeridianLink, WebRun identifies every affected member account, drafts a compliant rate-change notice for each, and queues a Mailchimp batch for your compliance team to review and release.
Automated Credentialing Payment Reconciliation Digest
WebRun cross-references QuickBooks with Modio Health provider records to reconcile credentialing service payments, flags discrepancies, and posts a weekly reconciliation digest to Slack for your billing coordinator.
Automated Court Reporting Client Re-Engagement Reminders
WebRun reviews your active law firm clients in ReporterBase, identifies those with no job booked in 30 days, drafts a re-engagement email for each in Gmail, and logs them in a Google Sheet for outreach tracking.
Automated LoanPro Payment Reconciliation
Every night, WebRun compares payments posted in LoanPro against your bank settlement data in Google Sheets, flags any mismatches, and sends your finance team a reconciliation digest so exceptions are resolved before the next business day.
Automated Coffee Shop Review Request Drafts
After each completed order, WebRun drafts a friendly review-request message for the customer and queues it for your approval before anything is sent.
Automated Sponsor Invoice Follow-Up for Research Sites
WebRun finds unpaid sponsor invoices in RealTime-CTMS each week, drafts a polite payment follow-up email for your finance team to review, and logs each chase in QuickBooks.
Automated Carbon Reduction Target Progress Digest
Every week, WebRun reads your reduction targets and current emissions in Persefoni, calculates progress against each milestone, and posts a digest to Slack so your team knows exactly how far ahead or behind you are without logging into the platform.
Carta Automated Option Grant Approval Routing
When a new option grant is ready in Carta, WebRun identifies the required approver, drafts a DocuSign approval request, and notifies the signatory in Slack so no grant sits pending for weeks.
Automated Calibration Service Reminders to Customers
WebRun checks IndySoft for customers whose instruments are approaching their annual or periodic calibration service window and drafts a re-engagement email in Gmail.
Automated Bowling Center Supplier Invoice Follow-Up
Every Monday, WebRun checks QuickBooks for unpaid supplier invoices nearing their due date and drafts a polite follow-up email in Gmail for your review before sending.
Automated Bookstore Special Order Arrival Notifications
When a special-order title is received into Bookmanager, WebRun drafts a personalised pickup notification for the customer and queues it in Gmail for your approval before sending.
Automated Beverage Distributor Proof-of-Delivery Chaser
Every morning, WebRun scans VIP for deliveries marked complete but lacking a confirmed proof of delivery, and posts a worklist to Slack for your operations team to resolve before accounts dispute the invoice.
Automated Bail Bond Quote Follow-Up Drafts
WebRun reviews prospects in Captira who received a quote but have not converted, and drafts a personalized follow-up text for each so your agents can send with one tap.
Automated Axe Throwing Review Request Drafts
After each completed session, WebRun finds the guest's contact in ROLLER and drafts a personalized review-request email in Gmail, ready for you to send with one click.
Automated Auto Transport On-Time Performance Report
WebRun pulls completed loads from Super Dispatch each week, compares actual pickup and delivery dates to scheduled dates, calculates on-time rates by carrier and lane, and posts the report to a Google Sheet.
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