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.
Automatic Intermodal Load Status Digest
Every morning, WebRun pulls the current status of all active intermodal loads from Rail Command and posts a concise digest to your Telegram channel so every team member starts the day aligned.
EZLynx Automated New Client Onboarding Kickoff
When a new client policy is bound in EZLynx, WebRun drafts a welcome email, creates a Google Calendar onboarding call, and posts your team a Slack notification with the client details.
Automated Therap No-Show Recovery Tracking
When a supported individual misses a scheduled session, WebRun flags the no-show in Therap, drafts a reschedule message for staff review, and logs the event to Google Sheets for billing follow-up.
Automated Heavy Haul Lane Capacity Digest
Every Monday, WebRun analyzes your booked and available equipment against upcoming permitted move schedules in ProMiles, calculates open capacity by lane, and posts a lane capacity digest to Slack so sales can quote confidently and dispatch can plan effectively.
Automated Equipment Parts Reorder Alerts
WebRun checks e-Emphasys Parts Management for stock levels falling below reorder points, compiles a reorder list, and posts it to Slack so your parts manager can place orders before a stockout hits a live job.
Automated Etsy Price-Change Rollout Checklist
When you decide to update prices, WebRun checks Marmalead competition and demand data for each affected listing, logs a step-by-step price-change checklist in Google Sheets, and drafts buyer-communication notes in Gmail so nothing is missed.
ECRS CATAPULT Automated Refund Exception Flags
Every morning, WebRun scans yesterday's ECRS CATAPULT refund transactions, flags any refund above your dollar threshold or without a matching original sale, and posts a prioritised exception report to Slack for the manager.
Automated Ghost Kitchen Refund Exception Flags
Every day, WebRun scans Otter for refunds that exceed your normal thresholds, logs each exception to a Google Sheet, and posts a ranked exception list to Slack so your team can investigate and dispute where appropriate.
Encompass Automated Overdue Invoice Chaser
Every Monday, WebRun finds overdue invoices in Encompass, drafts a polite payment reminder for each customer in Gmail, and posts your AR team a chase list in Telegram.
Wherefour Automated Price List Update Rollout
When you upload a new price list to Google Sheets, WebRun reads the changes, updates the relevant customer price lists in Wherefour, and drafts individual price change notification emails in Gmail for your sales reps to review and send to each affected customer.
Automated EV Charging Quote Follow-Up Drafts
WebRun finds quotes sent to site hosts or CPOs that have had no reply in a set number of days, drafts a polite, context-aware chaser email for each, and queues them in Gmail for your review before anything is sent.
Automated Estate Planning Client Onboarding
When a new client is added in Vanilla, WebRun creates their profile, sets up the initial document checklist, and sends the advisor a kick-off summary with next steps.
Automated Lease Payment Reconciliation
Every evening, WebRun matches payments received in Odessa against your QuickBooks ledger, flags any discrepancies, and posts a reconciliation digest to your finance Slack channel.
Automated Environmental Consulting Lead Routing
When a new project inquiry arrives, WebRun reads the site type and contaminants involved, scores the lead, and routes it to the right consultant with a briefing in Slack.
Automated EHS Consulting Invoice Chaser
Every Monday, WebRun finds past-due client invoices in QuickBooks, drafts a polite payment reminder email for each, and posts you a chase list in Telegram.
Automated eDiscovery Quote Follow-Up Drafts
WebRun reads open quotes from a Google Sheet, checks which ones are past the follow-up window, and drafts a personalized follow-up email in Gmail for each prospect so no quote sits ignored.
Automated Dumpster Rental Invoice Chasing
Every Monday, WebRun finds overdue invoices in QuickBooks, matches them to jobs in Starlight, drafts a polite payment reminder for each customer, and queues the emails in Gmail for your review before anything is sent.
Automated Drone Service Quote Follow-Up Drafts
WebRun checks your open quotes each morning, finds ones that haven't had a reply in three days, and drafts a polite follow-up email in Gmail for you to review before sending.
Whiskey Systems Automated Quote Follow-Up Drafts
Every Friday, WebRun finds open quotes in Whiskey Systems that have not converted after 5 days, drafts a follow-up email in Gmail for each prospect, and logs the status to a Google Sheet.
Automated Load Status Digest for Dispatch Services
WebRun pulls current load statuses from Truckbase, compiles a per-customer digest showing which loads are in transit, delivered, or pending pickup, and drafts a status email for each client for your review before sending.
Automated Dental Lab Fee Schedule Notification Rollout
When you update your lab fee schedule, WebRun reads the new prices from Evident, drafts a notification email for each active doctor account, and posts a confirmation log to Google Sheets so you have a full audit trail of who was notified.
PDI Technologies Automated Price Change Rollout Verification
When you upload a new pricebook to PDI Technologies, WebRun confirms the update landed on every POS, logs any exceptions, and shares a rollout checklist in Google Sheets.
Automated Farm Staff Shift Coverage Alerts
Every morning, WebRun checks your Google Calendar for upcoming farm stand or packing shifts that have no assigned staff member and posts an alert to Slack so someone can volunteer or you can arrange coverage before the day begins.
MeridianLink Automated Overdue Payment Chasing
Every morning, WebRun opens MeridianLink, finds loan payments past due, drafts a courteous reminder for each member, and posts your collections team a ranked worklist in Slack.
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