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 Checkmate Order Exception Alerts
Every few minutes, WebRun monitors Checkmate for order exceptions: cancelled orders, failed payments, parts marked damaged after pull, and returns, then sends an instant Telegram alert to the on-duty manager so every incident is seen and acted on fast.
Automated RV Service Exception and Incident Alerts
Every hour, WebRun scans IDS Astra for service exceptions such as warranty rejections, parts back-orders on open jobs, and customer complaint flags, and sends the service manager an instant Telegram alert.
Cropster Automated Wholesale Account Onboarding
When a new wholesale cafe account is added in Cropster, WebRun drafts a welcome email in Gmail, creates a Google Calendar kickoff call, and posts the account details to your sales Slack channel.
Automated Recommerce Listing Drafts from Refurbished Returns
Every evening, WebRun checks ReverseLogix for returns that completed refurbishment today, drafts a product listing for each unit with grade, condition notes, and suggested price, and saves each draft to Google Sheets for your recommerce team to review before publishing.
Automated Retirement Plan Data Anomaly Flags
WebRun scans your plan portfolio in ftwilliam.com each night for data anomalies: contribution limits exceeded, participant counts out of range, or eligibility dates that look wrong, and posts a flagged exceptions report to Slack before your team starts the day.
Automated Produce Pro New Customer Onboarding
When a new customer account is created in Produce Pro, WebRun drafts a welcome email, creates a Google Calendar onboarding call, and posts a setup checklist to your sales Slack channel.
Printful Automated New Product Launch Checklist
Every time you add a new product in Printful, WebRun runs a pre-launch checklist across your store: design file verified, mockups generated, product synced, SEO title and description filled, and a Google Calendar launch event created so nothing falls through the cracks.
Automated Pizzeria New Menu Item Launch Checklist
When you add a new pizza or special, WebRun adds it to your Slice menu, logs it to your Google Sheets menu master, and drafts an announcement email to your Mailchimp list for your review before anything goes public.
Automated PI Case Exception and Incident Alerts
WebRun monitors CROSStrax for exception events such as a case status reversal, a missed surveillance window, or a sudden activity spike, and sends an immediate alert to the operations manager via Telegram.
Automated Spektrix Low-Selling Performance Alerts
Every morning, WebRun checks Spektrix ticket sales against each event's target pace and posts a Slack alert when a performance is at risk of underselling, giving your team time to act.
Automated Patient Balance Collection Reminders
WebRun finds overdue patient balances in Office Practicum each week, drafts a polite payment reminder for each family, and queues the drafts in Gmail for your billing coordinator to review before sending.
Automated Merchant Attrition Alerts and Retention
Every week, WebRun scans IRIS CRM for merchants showing attrition signals like declining volume, dormancy, or support escalations, and posts a save-the-merchant worklist to Slack for your relationship team.
Automated Patient Balance Collection for Oral Surgery
WebRun pulls outstanding patient balances from DSN Software each week, drafts a courteous balance-due message for each patient, and hands it to your front desk for review before anything is sent.
Automated Nephrology Patient Balance Chaser
WebRun finds patients with overdue balances in Acumen, drafts a polite balance reminder for each, queues the drafts for staff approval, and logs the chase in Google Sheets.
Automated Prism.fm Daily Show Pipeline Digest
Every morning, WebRun opens Prism.fm and builds a digest of upcoming confirmed shows, open holds, and pending offers, then posts it to your internal Slack channel so the whole team starts the day aligned.
Automated Music Store Loyalty Win-Back Drafts
Every Monday, WebRun finds loyalty customers who haven't visited in 90 days, drafts a personalized win-back email through Mailchimp for each one, and queues the campaign for your approval before any message is sent.
Automated Museum Admissions Exception Alerts
WebRun monitors Blackbaud Altru throughout the day and sends an immediate Telegram alert when admissions counts, donation totals, or membership signups fall significantly below or above expected thresholds.
Automated Vista Low-Attendance Session Alerts
Every morning, WebRun checks Vista for sessions screening today that are below your occupancy target and sends a Telegram message to the programming team so they can act before the session starts.
Automated MCA ISO Broker Submission Updates
Every afternoon, WebRun pulls the latest status for each open ISO submission in Centrex, drafts a personalised status update for every broker, and queues the updates for your team to review and send so brokers stay informed without chasing you.
Automated LTL Driver Document Expiry Tracking
WebRun reviews your driver roster for CDL, medical certificate, and hazmat endorsement expiry dates, posts a weekly compliance alert to Slack, and drafts renewal reminder emails to drivers for manager review.
Lightspeed Automated New Product Launch Checklist
When you add a new product in Lightspeed, WebRun works through a setup checklist covering pricing, stock levels, category assignment, and online listing, then posts a completion report to Slack.
Automated Survey Document Collection Chaser
WebRun checks each active project for outstanding client documents, drafts a polite request email for each gap, and posts a collection status list to Slack so your team knows what is still missing.
Automated Patent Filing Status Updates for Clients
Every Friday WebRun pulls the latest status of each client's active patent filings from Anaqua AQX and drafts a clear, on-brand status update email for attorney review before it reaches the client.
Automated LP KYC Document Collection Chaser
Every Monday, WebRun checks Juniper Square for LPs with incomplete KYC or AML document collections, identifies what is missing, and queues a personalized chase email for each LP for GP review before sending.
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