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 Grocery Customer Review Request SMS
After each completed transaction, WebRun identifies satisfied customers in ECRS CATAPULT loyalty, drafts a personalised SMS review request via Twilio, and queues it for your approval before anything is sent.
Automated Ghost Kitchen Review Request Drafts
After each high-rated order in Otter, WebRun drafts a polite review-request message in Gmail for you to approve and send, keeping your delivery platform ratings climbing without manual follow-up.
Encompass Automated Price List Update Rollout
When you publish a new price list in Encompass, WebRun drafts a notification email for each affected customer segment in Gmail and logs the update rollout to a Google Sheet for your team to track.
Wherefour Automated Proof of Delivery Chaser
Every morning, WebRun checks shipped orders in Wherefour that are past their expected delivery date but still lack a signed proof of delivery, and sends a Twilio SMS to your logistics contact or driver requesting confirmation so missing PODs do not hold up your invoicing cycle.
Automated EV Charging Station Service Reminders
WebRun checks which charging stations are due for their annual inspection each week, drafts reminder messages for the relevant site hosts, and queues them for your team to review and send so no service date is missed.
Automated Estate Overdue Creditor Payment Chaser
Every week, WebRun reviews outstanding creditor payments logged in EstateExec, identifies any that are overdue, and prepares draft payment authorization letters for the executor to approve before anything is paid.
Automated Lease Rate Change Notice Drafts
When a rate change is logged in Odessa for variable-rate leases, WebRun drafts a compliant notice email in Gmail for each affected lessee and logs every notice in Google Sheets so your compliance team can review and approve before sending.
Automated EHS Quote Follow-Up Drafts
Every morning, WebRun checks your open quotes, finds the ones that have gone quiet for three or more days, and drafts a polite follow-up email for each, ready for your review before sending.
Automated eDiscovery Recurring Service Reminders
WebRun reads recurring ediscovery service schedules from a Google Sheet and drafts a personalized reminder email to each client contact before their next service cycle begins.
Automated Dumpster Rental Quote Follow-Up Drafts
Every morning, WebRun finds quotes that have been open for more than two days in Starlight, drafts a polite follow-up email for each, and queues them in Gmail for your review before anything is sent.
Automated Drone Service Recurring Client Reminders
WebRun tracks your recurring inspection and survey clients, spots whose next service window is approaching, and drafts a personalised re-booking prompt in Gmail for your review.
Whiskey Systems Automated Slow-Moving Inventory Report
Every Monday, WebRun checks finished-goods inventory in Whiskey Systems, identifies SKUs with no orders in the past 60 days, and posts a slow-mover report to Slack so you can take action on stale stock.
Automated Truck Maintenance Due Alerts
WebRun checks your truck maintenance schedule in Google Sheets against current odometer readings in Truckbase, flags any trucks with upcoming service due, and posts a weekly alert to Slack so your team can schedule maintenance before it becomes an emergency.
Automated Dental Lab Proof of Delivery Chasing
Every morning, WebRun finds cases in Evident marked as delivered but with no proof-of-delivery confirmation, checks for any acknowledgment in Gmail, and posts a chase list to Slack so your dispatch team can follow up before invoicing is delayed.
Automated Convenience Store Review Request SMS Drafts
After each loyalty transaction in PDI Technologies, WebRun drafts a personalized review-request SMS via Twilio for your approval before anything is sent to the customer.
Automated Supplier Invoice Chaser for Farms
Every week, WebRun reviews your outstanding supplier invoices in QuickBooks, identifies any approaching or past their due date, and drafts a polite chaser email in Gmail for each one, ready for your review.
MeridianLink Automatic Payment Reconciliation Digest
Every evening, WebRun pulls the day's loan payments from MeridianLink, checks them against your Google Sheet ledger, flags any mismatches, and emails your accounting team a reconciliation summary.
Automated Court Reporting Quote Follow-Ups
WebRun finds quotes sent through ReporterBase that have had no response, drafts a polite follow-up email for each, and queues them in Gmail for your review before sending.
Automated LoanPro Overdue Payment Chasing
Every morning, WebRun opens LoanPro, finds accounts with payments past due, and drafts a polite SMS or email reminder for each borrower so your team can approve and send before accounts roll to the next delinquency bucket.
Automated Coffee Shop Refund Exception Monitoring
Every morning, WebRun checks yesterday's refunds in Stripe and Square, flags any that look unusual by amount or frequency, and posts a summary to Slack for your review.
Automated Clinical Trial Results Routing
When new lab or visit results are recorded in RealTime-CTMS, WebRun checks for out-of-range values, routes critical findings to the PI via Slack, and creates a review task for the coordinator, all without exposing PHI externally.
Automated Emission Factor Change Notices
When Persefoni updates its emission factor library, WebRun calculates how the changes affect your current footprint, and drafts a notice for your team and key stakeholders explaining the impact so everyone stays informed without surprises at year-end.
Carta Automated New Investor Onboarding
When a new investor is added to your cap table in Carta, WebRun creates a Google Calendar kickoff meeting, sends them a DocuSign welcome packet for signature, and posts an onboarding checklist to Slack for your team.
Automated Calibration Quote Follow-Up Drafts
WebRun finds quotes sent but not accepted in QuickBooks, drafts a polite follow-up email in Gmail for each customer, and logs the status in Google Sheets.
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