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 Offer-in-Compromise Status Tracking
WebRun checks all pending OIC cases in Canopy, records IRS processing milestones, and posts a status update to your team's Slack channel each week.
Automated Subbly New Product Launch Checklist
When you are ready to launch a new product in your subscription box, WebRun works through the pre-launch checklist in Subbly and Google Sheets, confirming each step is complete and posting a go or no-go status to Slack.
Automated Chargebee Overdue Payment Chaser
Every Monday, WebRun finds overdue invoices in Chargebee, checks how many days each has been outstanding, and drafts a tiered chase email in Gmail for each customer based on the number of days overdue.
Automated RICS Software Refund Exception Flags
Every morning, WebRun reviews the previous day's refunds in RICS Software, checks each against your policy (receipt required, within return window, same payment method), and sends a Telegram alert listing any exceptions for your manager to review.
Automated Ski Resort Invoice Chaser
Every Monday, WebRun finds overdue group or corporate invoices in QuickBooks, drafts a polite payment reminder for each, and queues them in Gmail for your team to send.
PointClickCare Automated No-Show Recovery
WebRun checks your PointClickCare schedule each morning for missed therapy sessions, flags the resident and responsible party, and drafts a reschedule outreach for your staff to review and send.
Printavo Automated Deposit Payment Chasing
Every morning, WebRun finds Printavo jobs approved but missing a deposit payment, drafts a polite deposit request via Stripe, and notifies your team so no press time is wasted on unpaid work.
ScrapRight Automated Exception and Incident Alerts
WebRun monitors ScrapRight for compliance holds, rejected tickets, or unusual payout amounts and immediately sends an alert to the yard manager via Telegram and logs the incident in Google Sheets.
Automated Car-Part.com Buyer Lead Routing
When a new buyer inquiry lands via Car-Part.com, WebRun reads the request details, checks buying history in Checkmate, scores the lead, and pings the right counter rep in Slack so a human can follow up immediately.
Automated RV Lead Intake and Routing
When a new lead arrives in IDS Astra, WebRun reads the unit of interest, source, and budget, scores the inquiry, and pings the right salesperson in Slack so no hot prospect waits.
Automated Wholesale Invoice Chasing for Coffee Roasters
Every Monday, WebRun finds overdue invoices in QuickBooks for your wholesale cafe accounts, drafts polite reminder emails in Gmail for your review, and posts a chase list to Slack.
Automated Restock vs Scrap Report for Returned Products
Every Monday, WebRun pulls the week's return inspections from ReverseLogix, calculates the restock-to-scrap ratio per SKU, and emails your merchandising team a ranked report so they can act on quality issues and inventory decisions quickly.
Automated TPA New Plan Client Onboarding
When a new plan sponsor is added in PensionPro, WebRun sets up the plan record in ftwilliam.com, creates an onboarding task list, and sends the client a welcome email draft so your team can personalize and dispatch it.
Automatic Produce Pro Order Exception Flags
WebRun scans Produce Pro orders every two hours for exceptions such as short ships, grade substitutions, and weight variances, then posts a flagged list to your Slack operations channel for immediate review.
Printful Automated Price Change Rollout Checklist
Whenever you update base costs or pricing in Printful, WebRun audits the affected products, builds a change-by-change checklist in Google Sheets, and posts a Slack summary so you can verify every listing is updated before the change goes live.
Automated Pizzeria Menu Price Change Rollout
When you need to update menu prices, WebRun works through a checklist across your Slice menu, any third-party listings, and your printed menu notes, then confirms every channel is updated and posts a completion report to Slack.
Automated PI Case Enquiry Intake and Routing
WebRun reads every new case enquiry, scores it against your intake criteria, logs it in CROSStrax, and pings the right investigator in Slack so no lead goes cold.
Automated Performing Arts Invoice Chaser
Every Monday, WebRun finds overdue sponsorship and group-booking invoices in QuickBooks, drafts a polite reminder email for each client in Gmail, and posts you a chase list in Slack.
Automated Pediatric Provider Utilization Digest
Every Monday, WebRun pulls the prior week's appointment data from Office Practicum, calculates utilization rates per provider, and posts a clean summary digest to your practice manager in Slack.
Automated Merchant Overdue Fee Collection Chaser
Every week, WebRun opens IRIS CRM, finds merchants with overdue account fees or statement charges, drafts a polite collection email for each, and posts a chase list to your billing Slack channel.
Automated Oral Surgery Provider Utilization Digest
WebRun pulls procedure counts and chair time from DSN Software every Monday, builds a provider utilization digest in Google Sheets, and posts a summary to the practice manager in Slack.
Automated Nephrology Provider Utilization Digest
Every Monday, WebRun pulls provider schedule and visit data from Acumen and posts a utilization summary per nephrologist to Slack, so practice leaders can spot under-booked providers before the week begins.
Automated Music Venue Settlement Invoice Chaser
WebRun checks QuickBooks for settlement invoices past their due date, drafts a polite payment reminder for each promoter in Gmail, and posts a chase list to Slack so your finance team knows who still owes.
Automated RAIN POS Online Order Routing
Whenever a new order arrives through RAIN POS's web store, WebRun checks inventory, decides whether to fulfill from stock or flag for a special order, and posts a routing decision to Slack so nothing waits in limbo.
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