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 Museum Membership Renewal Drafts
Every week, WebRun finds members whose memberships expire in the next 30 days in Blackbaud Altru and drafts a personalised renewal reminder email in Gmail for your team to review and send.
Automated Vista Cinema Membership Renewal Drafts
Every morning, WebRun finds loyalty members in Vista whose memberships expire in the next 14 days and drafts a personalised renewal email in Gmail for each one, ready for a human to review and send.
Automated MCA Merchant Onboarding Kickoff
When a new advance is funded in Centrex, WebRun kicks off the onboarding sequence: it creates the merchant record, prepares the welcome packet and ACH authorisation for signature, schedules the first account check-in, and drafts the welcome email for your team to send.
Automated LTL Lane Capacity Digest
WebRun pulls transit time and service availability data from SMC3 for your key LTL lanes, spots tightening capacity or service gaps, and posts a weekly lane capacity digest to your team Slack channel.
Lightspeed Automated Price Change Rollout
When you need to update prices, WebRun works through a list of SKUs in Google Sheets, applies each new price in Lightspeed, and posts a confirmation checklist to Slack showing which items were updated and which need a manual check.
Automated Survey Field Incident and Exception Alerts
When a field incident or project exception is logged in Carlson Software, WebRun immediately notifies the right people via Slack and Telegram and drafts an incident report email for your review.
Automated Invention Disclosure Intake and Routing
When a new invention disclosure lands in your inbox, WebRun reads the technology area, looks up the right attorney in Anaqua, and routes the matter with a Slack alert so nothing sits unassigned.
Automated Juniper Square Investor Onboarding
When a new LP subscription closes in Juniper Square, WebRun creates their investor portal account, triggers the subscription document workflow in DocuSign, and sends the GP team a Slack notification with the investor's details.
Automated Intermodal Lane Capacity Digest
Every Monday, WebRun pulls available railcar capacity by lane from Rail Command and posts a structured digest to Slack so your sales and operations teams can fill open slots before the week's bookings are locked.
EZLynx Automated Lapsed Policy Winback Campaign
Every Monday, WebRun finds clients in EZLynx whose policies lapsed in the last 90 days without renewal, drafts a personalized winback email for each, and queues an SMS via Twilio for those who have not responded to prior outreach.
Automated Therap New Individual Intake Document Chaser
When a new individual is added in Therap, WebRun checks which intake documents are still missing, logs the gaps to Google Sheets, and drafts a follow-up to the coordinator for review.
Automated Heavy Haul Freight Invoice Chasing
Every week, WebRun matches completed oversize moves in ProMiles against open invoices in QuickBooks, identifies any that remain unpaid past terms, and drafts polite payment reminder emails in Gmail for your billing team to review and send.
Automated Equipment Dealer Invoice Collection
WebRun finds overdue invoices in QuickBooks, cross-references them with e-Emphasys customer records, and drafts polite collection emails in Gmail for your AR team to review and send.
Automated Etsy Daily Order Fulfillment Digest
Every morning, WebRun checks your Etsy orders for any that are unshipped or overdue for dispatch, and posts a clear fulfillment to-do list to Slack so nothing slips through.
Automated Grocery Store Price Change Rollout Checklist
When you trigger a price change rollout, WebRun verifies the new prices are live in ECRS CATAPULT, builds a shelf-label checklist in Google Sheets, and posts a channel update to Slack so staff know exactly which labels to swap.
Automated Ghost Kitchen Menu Price Change Rollout
When you approve a price change, WebRun opens Otter, updates the affected items across all virtual brands and channels, and posts a completion checklist to Slack so you can confirm every platform is in sync.
Encompass Automated Order Exception Flags
Every hour, WebRun scans today's orders in Encompass for exceptions like shorts, substitutions, and out-of-stocks, and posts a clean exceptions list to your ops Slack channel.
Automated Food Manufacturer Invoice Collection Drafts
Every Monday, WebRun finds overdue invoices in QuickBooks, cross-references customer order history in Wherefour, and drafts polite but firm collection emails in Gmail so your accounts team can review and send without writing each one from scratch.
Automated EV Charging Overdue Invoice Chaser
WebRun finds CPO or site-host invoices past their due date in QuickBooks, drafts a polite chaser for each, and queues them for your approval before anything is sent.
Automated Heir Distribution Statement Drafts
When a distribution period closes in EstateExec, WebRun compiles each heir's distribution details and drafts a formal statement for the executor to review and approve before delivering it to beneficiaries.
Automated Equipment Lease Payment Chasing
WebRun finds every overdue lease payment in Odessa, drafts a polite collection notice in Gmail for each lessee, and posts your team a ranked worklist in Slack so the highest-risk accounts get called first.
Automated Environmental Monitoring Report Deadline Tracking
WebRun checks Locus Technologies for monitoring reports due across all client sites, flags anything approaching its submission deadline, and posts a prioritised list to your team in Slack each week.
Automated EHS Consulting Lead Intake Routing
When a new prospect fills out your contact form, WebRun reads their industry, site count, and request type, scores the lead, and routes it to the right EHS consultant in Slack.
Automated Relativity Production Deadline Tracking
WebRun reads upcoming production deadlines from Google Sheets, checks review progress in Relativity, and posts a daily countdown digest to Slack so nothing is missed.
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