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 Provider Credentialing Onboarding Kickoff
When a new provider is added to Modio Health, WebRun builds their onboarding checklist, drafts a welcome email with document instructions, and schedules a kickoff event in Google Calendar for your credentialing coordinator.
Automated Court Reporting Invoice Chasing
Every week, WebRun finds overdue invoices in ReporterBase, drafts a polite payment reminder email for each law firm, and posts your outstanding receivables list to Slack.
Automated LoanPro New Borrower Onboarding Kickoff
When a new loan funds in LoanPro, WebRun automatically creates the borrower's account profile, drafts a welcome email with payment setup instructions, schedules the first payment date in Google Calendar, and alerts your servicing team so onboarding starts on day one.
Automated Coffee Shop Price Change Rollout Checklist
When you update prices in Odeko, WebRun builds a rollout checklist, updates your Square for Restaurants menu, and logs every change in a Google Sheet so your pricing stays consistent everywhere.
Automated Clinical Trial Referral Tracking
WebRun checks RealTime-CTMS daily for newly added referrals from physician offices, registries, and recruitment vendors, logs each in a unified tracking sheet, and alerts the recruitment team in Slack when a referral goes cold after 5 days without contact.
Automated Carbon Accounting Client Onboarding
When a new client signs a sustainability engagement, WebRun sets up their Persefoni workspace, creates a shared Google Sheets data collection template, and drafts a welcome email with next steps so your team can onboard clients in minutes instead of days.
Carta Automated Option Exercise Window Reminders
When an employee leaves, WebRun finds their unexercised options in Carta, calculates the exercise deadline, drafts a reminder email for your review, and logs the expiry in a tracking sheet.
Automated Calibration Invoice Chasing and Reminders
Every Monday, WebRun opens QuickBooks, finds overdue calibration service invoices, drafts a polite reminder email in Gmail for each customer, and posts the outstanding balance list to Slack.
Automated Bowling Center Review Request Emails
After each completed booking in Conqueror X, WebRun drafts a friendly review-request email for the customer and queues it in Gmail for your approval before sending.
Automated Bookstore Publisher Returns Worklist
Every Monday, WebRun scans Bookmanager for slow-moving titles that qualify for return, groups them by publisher, and posts a ready-to-action returns worklist to Slack.
Automated Beverage Distributor Overdue Invoice Chaser
Every Monday, WebRun opens VIP, finds invoices past their due date across your licensed accounts, and drafts a polite payment reminder for each account rep to review and send, while posting the outstanding balance summary to Slack.
Automated Captira Bail Lead Routing
WebRun reviews every new online bail application in Captira, checks agent availability and workload, and routes each lead to the right agent with an immediate Slack alert so no prospect waits.
Automated Axe Throwing New Product Launch Checklist
When you add a new product or session type in ROLLER, WebRun walks through a launch checklist: setting up the product, drafting a Mailchimp announcement, and updating your Google Calendar schedule.
Automated Super Dispatch Load Status Digest
WebRun pulls a status snapshot from Super Dispatch each morning and sends a concise Slack digest showing how many loads are dispatched, in transit, delivered, and pending, so your whole team starts the day on the same page.
Automated RouteOne Portfolio Exception and Anomaly Flags
WebRun scans your indirect lending portfolio in RouteOne each morning for anomalies such as duplicate applications, unusual deal structures, and funding amounts that fall outside normal ranges, and posts a flagged exception list to your risk team's Slack channel for immediate review.
Automated ASC Surgical Referral Tracking
WebRun monitors incoming referrals in HST Pathways, logs each one to a referral tracker in Google Sheets, and posts a weekly status digest to Slack so no referred patient falls through before their case is scheduled.
Helium 10 Automated Amazon Product Launch Checklist
When you add a new ASIN to Helium 10, WebRun builds a launch checklist in Google Sheets covering listing optimization, PPC setup, and initial keyword rank tracking so your launch stays on schedule.
Amazon Seller Central›
Automated Alarm Lead Qualification and Routing
WebRun reads every new inbound lead in AlarmBiller, scores it by service type and location, and pings the right sales rep in Slack so no prospect waits more than a few minutes for a call.
Automated Air Cargo Load Status Digest
WebRun pulls active flight bookings from Awery each morning, compiles a structured load status digest showing booked versus available capacity by flight and ULD, and posts it to your Slack ops channel.
Kipu Health Automated Referral Pipeline Tracking
WebRun monitors your referral pipeline in Kipu Health CRM, logs each new referral and its current stage in Google Sheets, and posts a daily status digest to Slack so your admissions team never loses a warm referral.
Automatic Weekly Yard Lane Capacity Digest
Every Monday, WebRun aggregates inbound and outbound load volume by lane from YardView, calculates which lanes are under or over capacity against your dock-door plan, and posts a digest to Slack for your scheduling team.
Automated PACT Act Vape Sales Report Prep
On the first of each month, WebRun pulls all qualifying vape and tobacco sales from KORONA POS, organises them by product type and state, and exports a formatted report to Google Sheets so your compliance team has the data ready for PACT Act reporting.
Automated Online Tire Order Routing and Bay Booking
When a new online tire order arrives, WebRun checks Tire Guru stock, books the right bay in the Bay Scheduler, and posts the job to your Slack channel so the team can prepare.
Automated Telehealth Recall Reminders
WebRun finds patients whose recall or follow-up care is overdue, drafts reminder messages via Twilio SMS for staff approval, and logs each outreach attempt in Google Sheets.
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