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 Auto Salvage Overdue Invoice Reminders
Every Monday, WebRun pulls overdue invoices from QuickBooks, drafts a polite payment reminder for each customer in Gmail, and posts your team a Slack summary of who still owes and how much.
Automated RV Dealer Overdue Invoice Chasing
Every Monday, WebRun finds overdue customer invoices in IDS Astra, drafts a polite reminder for each, and gives your accounts team a chase list with amounts and days overdue.
Automated Coffee Wholesale Price List Rollout
When you update pricing in your Google Sheet, WebRun drafts a personalized price-change notice for each active wholesale cafe account in Gmail, ready for your approval before sending.
Automated Return Fraud Alert Digest in ReverseLogix
Every morning, WebRun checks ReverseLogix for return patterns that match your fraud rules (high-frequency returners, serial return-without-receipt, return-after-use), and posts a digest of flagged accounts to your loss-prevention team in Slack.
Automated TPA Service Fee Payment Chaser
WebRun finds plan sponsors with outstanding TPA service invoices in QuickBooks each week, drafts a polite payment reminder for each, and posts your team a chase list so every overdue balance gets attention.
Automated Produce Invoice Chaser with PACA Flags
Every Monday, WebRun finds overdue invoices in QuickBooks, cross-references the Produce Pro customer record, and drafts a polite PACA-aware reminder email in Gmail for each debtor, ready for your AR team to review and send.
Printful Automated Product Sync Discrepancy Flags
Every morning, WebRun compares your Printful product catalog against your connected Shopify or WooCommerce store listings, flags any price, variant, or availability discrepancy, and logs the results to Google Sheets for your team to fix.
Automated Pizzeria Refund Exception Monitoring
Each morning, WebRun scans the prior day's refunds across your Slice and Stripe accounts, flags any that exceed your threshold or match a pattern of concern, and posts the exception list to Slack for your review.
Automated PI Invoice Chasing with QuickBooks and CROSStrax
WebRun checks QuickBooks for overdue client invoices, matches them to the right CROSStrax case, and drafts a polite payment reminder email in Gmail for your review before any message goes to a client.
Automated Spektrix Pre-Show Reminder Drafts
Every morning, WebRun finds Spektrix ticket holders whose performance is in the next 48 hours and drafts a personalised reminder email for each one in Gmail, ready for your team to send.
Automated Pediatric Immunization Recall Reminders
WebRun checks Office Practicum daily for patients whose well-child visit or immunization is coming due, drafts personalized reminder messages for each family, and queues them in a Google Sheet for your care coordinator to review.
Automated Merchant PCI Compliance Deadline Tracking
Every week, WebRun checks IRIS CRM for merchants whose PCI compliance is expiring or overdue, and posts a deadline tracker to your compliance Slack channel with each merchant's status and days remaining.
Automated Oral Surgery Recall Reminders
WebRun checks DSN Software every week for patients whose post-op or recall follow-up is coming due, drafts reminder messages for your front desk to review, and logs each outreach to a Google Sheet.
Automated Nephrology Recall Reminders
WebRun scans Acumen for nephrology patients whose recall or lab recheck is due, drafts reminder messages for staff approval, and logs every outreach attempt in Google Sheets.
Automated Prism.fm Offer Follow-Up Drafts
WebRun checks Prism.fm for offers that have been out more than three days without a response, drafts a polite follow-up email for each in Gmail, and leaves them for you to review and send.
Automated RAIN POS Rental Return Reminders
Every morning, WebRun checks RAIN POS for instrument rentals due back within the next 3 days, drafts a friendly reminder via Twilio SMS for each customer, and queues the messages for your approval before anything is sent.
Automated Museum Group Inquiry Routing
WebRun reads incoming group-visit inquiry emails, qualifies each lead by group size and visit type, logs them in Blackbaud Altru, and pings the right team member in Slack to follow up.
Automated Cinema Negative Review Triage
Every morning, WebRun scans new reviews on Google and TripAdvisor for your cinema, flags any one-star or two-star reviews, drafts a response in Gmail, and posts the flagged reviews to Slack for the manager.
Automated MCA Overdue Payment Chasing
Every morning, WebRun finds advances in Centrex with missed ACH pulls, drafts a polite outreach message for each merchant, and queues them for your team to review and send before the day begins.
Automated LTL Load Status Digest
WebRun pulls transit and delivery status for all active LTL shipments from SMC3, compiles a clean status digest, and delivers it to your team in Telegram each morning.
Lightspeed Automated Refund Exception Flags
Every morning, WebRun reviews the previous day's Lightspeed refunds, flags those that exceed your value threshold or lack a valid reason code, and posts the exception list to Slack with a log in Google Sheets.
Automated Carlson Software Job Status Digest
Every morning, WebRun pulls the status of every active project from Carlson Software and posts a concise digest to your team Slack channel so everyone starts the day aligned.
Automated Office Action Deadline Alerts for IP Firms
WebRun scans Anaqua AQX daily for office action response deadlines approaching within 30 days and sends each responsible attorney a Telegram alert with the matter details and days remaining.
Automated Juniper Square K-1 Delivery Tracking
Every morning during tax season, WebRun checks Juniper Square for K-1 delivery status, flags any LP who has not yet downloaded or acknowledged their document, and posts a chase list to Slack.
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