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 Driver Document Expiry Tracking
WebRun scans your driver compliance records weekly for CDL licenses, medical certificates, and hazmat endorsements expiring within 45 days, then drafts a renewal notice to each driver and alerts your compliance team in Slack.
EZLynx Automated Policy Data Entry From Email
Every morning, WebRun reads your Gmail for new carrier or client emails containing policy data, extracts the key fields, and logs them into EZLynx as draft records for your team to review and confirm.
Automated Therap GER Incident Report Follow-Up Tracking
After a General Event Report is filed in Therap, WebRun checks for overdue follow-up steps, logs each open item to a tracker, and alerts the program director in Slack to keep investigations on schedule.
Automated Heavy Haul Driver Document Expiry Tracking
WebRun checks your driver roster for expiring CDLs, medical certificates, and oversize endorsements each week, cross-references upcoming ProMiles move assignments, and sends your fleet manager a prioritized renewal list so no driver runs an expired credential on a permitted load.
Automated e-Emphasys Work Order Status Digest
Every morning, WebRun pulls all open work orders from e-Emphasys, groups them by status and technician, and posts a concise digest to your Slack channel so your service manager starts the day informed.
Automated Etsy Negative Review Triage
When a new 1- or 2-star review appears on your Etsy shop, WebRun logs it in Google Sheets, drafts a calm and professional response in Gmail, and sends you a Telegram alert so nothing slips through.
Automated Grocery New Product Launch Checklist
When you add a new product in ECRS CATAPULT, WebRun builds a launch checklist in Google Sheets covering pricing, shelf placement, POS setup, and signage, then posts a Slack notification to the department manager.
Automated Ghost Kitchen New Menu Item Launch Checklist
When you approve a new item, WebRun opens Otter to add it to the right virtual brands, logs each step to Google Sheets, and posts a launch-completion checklist to Slack so nothing is missed.
Encompass Automated New Customer Onboarding Kickoff
When a new customer account is approved in Encompass, WebRun drafts a welcome email, creates a Google Calendar onboarding call, and notifies the account rep in Slack.
Wherefour Automated New Item Setup Checklist
When a new item is created in Wherefour, WebRun runs through a mandatory setup checklist covering formula, costing, lot attributes, regulatory fields, and customer price list inclusion, and posts a completion status to Slack so your team can close any gaps before the first batch is produced.
Automated EV Charging Maintenance Job Digest
Every morning, WebRun pulls all open maintenance and installation jobs from your field-service tracker, groups them by site and status, and posts a clean summary to Slack so your ops team starts the day with a clear picture.
Automated Estate Plan Review Reminders
Every year, WebRun checks each client's last estate-plan review date in Vanilla, identifies overdue or upcoming reviews, and sends the advisor a prioritized list with draft outreach for each client.
Automated Equipment Lease Maturity Reminders
Every Monday, WebRun scans Odessa for leases reaching maturity in the next 60 days, creates calendar events for each maturity date in Google Calendar, and sends your relationship team an SMS alert via Twilio for any lease maturing within 14 days.
Automated Environmental Project Status Digest
Every morning, WebRun checks Locus Technologies for active project milestones, flags anything overdue or at risk, and posts a concise status digest to your team in Slack.
Automated VelocityEHS Incident Exception Alerts
Every hour, WebRun checks VelocityEHS for newly logged incidents above your severity threshold and sends an immediate Slack alert to the responsible consultant so nothing critical waits until morning.
Automated eDiscovery Invoice Chaser
WebRun finds overdue invoices in QuickBooks for ediscovery matters, drafts a polite reminder email for each client, and posts the outstanding balance list to Slack for the billing team.
Automated Dumpster Job Exception and Incident Alerts
Every hour, WebRun scans active jobs in Starlight for exceptions like overweight tickets, missed pickups, or site access problems, and posts a structured alert to Slack so dispatch can act before the issue escalates.
Automated DroneDeploy Daily Job Status Digest
Every morning, WebRun opens DroneDeploy, reads the status of every active project, and posts a clear summary of what flew yesterday, what is scheduled today, and what is waiting on deliverables.
Automated Distillery Overdue Invoice Chasing
Every Monday, WebRun finds overdue invoices in QuickBooks, cross-checks them against Whiskey Systems accounts, drafts polite reminder emails in Gmail, and posts a collections digest to Slack.
Automated Dental Lab New Account Onboarding
When a new doctor account is created in Evident, WebRun drafts a welcome email, creates an onboarding checklist in Google Sheets, and pings the account manager in Slack so no new dentist falls through the cracks.
PDI Technologies Automated Loyalty Winback Campaigns
WebRun finds loyalty members who have not visited in 60 days, drafts a personalized Mailchimp winback email for each segment, and queues the campaign for your approval before launch.
Automated Local Line Refund Exception Flags
Every morning, WebRun scans Local Line and Stripe for refunds or order exceptions from the prior day, flags anything above your threshold or outside normal patterns, and posts a review list to Slack for your team to action.
MeridianLink Automated Dormant Account Escheatment Alerts
Every week, WebRun reviews MeridianLink for accounts approaching your dormancy threshold, logs each to a Google Sheet, and sends your operations team a Telegram alert listing accounts that need a re-engagement attempt before they must be reported to the state.
Automated Provider Document Collection Follow-Up
WebRun checks Modio Health for providers with outstanding document requests, drafts a polite follow-up for each, and posts your team a Slack summary of who still hasn't submitted.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.