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
Automated Auto Loan Maturity Rollover Reminder
WebRun reviews the active loan portfolio each week for contracts approaching maturity, flags them by days remaining, logs them to a Google Sheet, and drafts a maturity reminder notice for each borrower for your servicing team to review and send via DocuSign.
RouteOneGoogle SheetsDocuSign
Automated ASC Staff Credential Expiry Tracking
WebRun checks HST Pathways for staff credentials, licenses, and certifications expiring in the next 90 days, logs each to a compliance tracker in Google Sheets, and sends a weekly alert to Slack so your credentialing team can renew on time.
HST PathwaysGoogle SheetsSlack
Helium 10 Automated Amazon Price Change Pre-Flight Check
Before any bulk price change, WebRun checks your current Buy Box ownership, margin, and competitor prices in Helium 10 and Seller Central, then logs a pre-flight checklist to Google Sheets so you know every change is safe before it goes live.
Helium 10Amazon Seller CentralGoogle Sheets
Automated Alarm Customer Review Request Drafts
WebRun checks AlarmBiller for customers whose installation or service call was recently completed and marked satisfied, then drafts a review request email for each one so your team can send it while the experience is still fresh.
AlarmBillerGmailSlack
Automated Air Cargo On-Time Performance Report
WebRun pulls flight departure and arrival data from Awery each week, calculates on-time performance metrics by lane and carrier, and posts a formatted report to Google Sheets and Slack for your management team.
AweryGoogle SheetsSlack
Automated Alumni Review Request Drafts for Treatment Centers
WebRun checks Kipu Health weekly for patients who completed treatment 30 to 60 days ago, drafts a personalized review request for each alumni for staff review, and queues approved messages for dispatch via Mailchimp so your reputation grows without compromising patient privacy.
Kipu HealthMailchimpGoogle Sheets
Automated Yard Equipment Maintenance Due Alerts
WebRun checks yard equipment records in YardView for trailers, spotters, and dock levelers with maintenance due within 14 days, and sends a Telegram alert to your maintenance team plus a weekly work-order list to Google Sheets.
YardViewTelegramGoogle Sheets
Automated Smoke Shop Review Request SMS
Each morning, WebRun finds yesterday's completed transactions in KORONA POS, drafts a friendly review request SMS for each customer who opted in, and queues them in Twilio for your approval before sending.
KORONA POSTwilio
Tire Guru Automated Review Request Drafts
After a job is closed in Tire Guru, WebRun drafts a personalized review-request text for that customer and queues it in Twilio for your approval before sending.
Tire GuruTwilio
Automated Telehealth Review Request Drafts
After a completed Doxy.me visit, WebRun drafts a brief review request email in Gmail for staff to approve, so satisfied patients are prompted to share their experience without any automated outreach.
Doxy.meGmailGoogle Sheets
Automated Tax Resolution Payment Reconciliation
WebRun compares payments recorded in QuickBooks against IRS balance data in Canopy, flags any discrepancies, and delivers a reconciliation digest to your team via Google Sheets.
CanopyQuickBooksGoogle Sheets
Automated Subbly Review Request Email Drafts
A few days after each box ships, WebRun finds fulfilled orders in Subbly and drafts a personalised review-request email in Gmail for each customer, ready for you to approve and send.
SubblyGmail
Automated Subscription Rate Change Notice Drafts
When you apply a price change in Chargebee, WebRun identifies all affected subscribers, drafts a personalized rate-change notice in Gmail for each, and queues the drafts for your team to review before sending.
ChargebeeGmailDocuSign
Automated Sporting Goods Staff Shift Coverage Alerts
Every morning, WebRun checks your Google Calendar for upcoming shifts that have no confirmed staff member, and sends a Slack alert to your store manager so gaps are filled before the day begins.
RICS SoftwareGoogle CalendarSlack
Inntopia Automated Season Pass Renewal Reminders
WebRun checks Inntopia for season pass holders whose passes expire soon and drafts a timely renewal reminder via Twilio SMS so your team can review and send before the deadline.
InntopiaTwilioGoogle Sheets
PointClickCare Automated Resident Balance Follow-Up
WebRun reviews PointClickCare each week for resident and responsible-party balances past 30 days, logs them in a Google Sheet, and drafts a courteous balance-reminder letter in Gmail for your business office to review and send.
PointClickCareGoogle SheetsGmail
Printavo Automated Quote Follow-Up Drafts
Every morning, WebRun scans Printavo for quotes sent but not approved, drafts a polite follow-up for each customer, and queues them in Gmail for your review.
PrintavoGmailGoogle Sheets
Automated Scrap Yard Overdue Invoice Chasing
Every Monday, WebRun finds overdue invoices in QuickBooks, matches them to customer records, drafts a polite payment reminder for each in Gmail, and posts your outstanding balance list to Slack.
ScrapRightQuickBooksGmail+1
Automated Car-Part.com Inquiry Reply Drafts
Every hour, WebRun scans Car-Part.com iCPM for new part inquiries, looks up matching inventory in Checkmate, and drafts a quoted reply for each request so your counter staff can send it in one click.
Car-Part.comCheckmateGmail
Automated RV Quote Follow-Up Email Drafts
Every morning, WebRun finds quotes in IDS Astra that have gone unanswered for 48 hours and drafts a personalised follow-up email for each customer, ready for your salesperson to review and send.
IDS AstraGmailSlack
Automated Wholesale Coffee Quote Follow-Up Drafts
WebRun checks your Google Sheet of open wholesale quotes each morning, finds ones that have gone unanswered for 3 days, and drafts a polite follow-up email in Gmail for each prospect, ready for your approval.
Google SheetsCropsterGmail
Automated Return Inspection Disposition Digest
Every evening, WebRun opens ReverseLogix, tallies the day's inspected returns by grade and disposition (restock, refurbish, scrap, vendor return), and drops a concise summary into Google Sheets for your ops and finance teams.
ReverseLogixGoogle Sheets
Automated TPA Fee Payment Reconciliation Digest
Every Friday, WebRun compares TPA invoices recorded in QuickBooks against payment records in PensionPro, flags any gaps or mismatches, and posts your billing team a concise reconciliation digest in Slack.
PensionProQuickBooksSlack
Automated Produce Pro Price List Update Rollout
When commodity prices change in Produce Pro, WebRun drafts a price-update email for each customer segment and posts a change summary to the sales Slack channel so reps can quote confidently the same day.
Produce ProGmailGoogle Sheets

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