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.
Printful Automated Weekly Profit Margin Report
Every Monday, WebRun pulls your Printful fulfillment costs and order revenue for the past 7 days, calculates gross margin per product, and logs a ranked profitability report to Google Sheets so you know exactly where to invest and where to cut.
Automated Pizzeria Review Request SMS via Slice
After each completed Slice order, WebRun drafts a friendly review-request text for your approval so satisfied customers get a personal nudge at exactly the right moment.
Automated PI Quote Follow-Up Email Drafts
WebRun scans your open quotes in CROSStrax, finds any that have gone unanswered for more than two days, and drafts a polite follow-up email in Gmail for your review before anything is sent.
Automated Spektrix Subscription Renewal Reminders
Every week, WebRun checks Spektrix for subscribers whose season package expires within 30 days and drafts personalised renewal reminder emails in Mailchimp, ready for your team to review and send.
Automated Pediatric Referral Status Tracking
WebRun checks Office Practicum each morning for open specialist referrals, logs their status in a Google Sheet, and posts a Slack digest to your care coordinator listing referrals that are overdue for a follow-up.
Automated Merchant Rate Change Notice Drafts
When a processor rate change is logged in IRIS CRM, WebRun identifies every affected merchant, drafts a compliant rate change notice for each, and posts a review list to Slack so your team can approve and send them on time.
Automated Dental Referral Tracking for Oral Surgery
WebRun checks DSN Software each week for open referrals from dentists, logs their status in Google Sheets, and sends the referring dentist coordinator a Slack summary so no referral falls through the cracks.
Automated Nephrology Referral Tracking
WebRun checks Acumen daily for inbound nephrology referrals without a scheduled appointment, logs stalled referrals to Google Sheets, and posts an action list to Slack so none fall through the cracks.
Automated Post-Show Review Request Drafts
The day after each show, WebRun drafts a review request email to the promoter and a fan review prompt for your mailing list in Mailchimp, so your venue builds its reputation without manual follow-up.
Automated Music Store Repair Ticket Status Updates
Every morning, WebRun checks RAIN POS for repair work orders that have been open longer than your target turnaround, drafts a status update email in Gmail for each waiting customer, and queues them for your technician to approve and send.
Automated Museum Overdue Invoice Chaser
Every week, WebRun finds overdue group sales invoices in QuickBooks, cross-references them with Blackbaud Altru group records, and drafts polite payment reminder emails in Gmail for your finance team to review and send.
Automated Cinema Private Hire Enquiry Follow-Ups
Every morning, WebRun finds new private hire enquiry form submissions from the past 24 hours, cross-checks availability in Vista, drafts a personalised follow-up email in Gmail with available sessions, and logs each enquiry in Google Sheets.
Automated MCA Factor Rate Change Notices
When a factor rate or remittance schedule change is logged in Centrex, WebRun drafts a clear notice for the affected merchant, prepares a DocuSign amendment for the updated terms, and queues everything for your team to review before anything reaches the merchant.
Automated LTL Carrier On-Time Performance Reporting
WebRun pulls carrier transit data from SMC3, calculates on-time delivery rates by carrier and lane, and emails your logistics team a formatted weekly scorecard.
Lightspeed Automated Review Request Drafts
Each day, WebRun finds customers who completed a purchase in Lightspeed in the last 24 hours and drafts a personalized review-request email in Gmail, ready for you to send.
Automated Land Survey Lead Intake and Routing
When a new project inquiry lands, WebRun reads the scope and location, matches it to the right survey crew lead, and drafts a personalised acknowledgment email for your review.
Automated Overdue Invoice Chasing for IP Firms
Every Monday WebRun finds overdue client invoices in QuickBooks, drafts a polite payment reminder per client for attorney review, and posts an internal Slack summary of outstanding balances.
Automated LP Capital Call Payment Chaser
Every Monday, WebRun checks Juniper Square for capital call payments that are past due, calculates how long each has been outstanding, and drafts a reminder email for your review before it is sent to the LP.
Automated Railcar Maintenance Due Alerts
WebRun checks Rail Command weekly for railcars with upcoming or overdue maintenance intervals, posts an alert to Slack, and drafts a work order request to your maintenance team so nothing is missed until a car breaks down in the field.
EZLynx Automated Overdue Premium Payment Chaser
Every morning, WebRun checks EZLynx for policyholders with overdue premium payments, drafts a polite reminder for each, and posts your team a Slack list of who still hasn't paid.
Automated Therap Service Authorization Expiry Tracking
WebRun checks Therap weekly for service authorizations expiring soon, logs each to a Google Sheets tracker, and alerts billing staff in Slack so renewals are submitted before services are interrupted.
Automated Oversize Load Status Digest
WebRun pulls the current status of every active oversize load from ProMiles each morning, compiles a concise digest with permit status, route position, and any alerts, and posts it to your Telegram ops group so your whole team starts the day informed.
Automated Equipment Quote Follow-Up Drafts
WebRun checks e-Emphasys for quotes that have gone quiet, drafts a polite follow-up email for each one, and queues them in Gmail for your rep to review and send.
Automated Etsy Refund Exception Flags
Every morning, WebRun checks your Etsy open cases and refund requests, flags patterns that look unusual such as repeat refunders or high-value claims, logs them in Google Sheets, and sends you a Telegram alert.
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