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.

All categories
All categories
Automated Court Reporting Job Exception Alerts
WebRun monitors ReporterBase for job exceptions such as reporter no-shows, late starts, or cancelled depositions, and sends an immediate alert to the manager via Telegram and Slack so the team can respond fast.
ReporterBaseTelegramSlack
Automated LoanPro Portfolio Exception Detection
Every night, WebRun scans your LoanPro portfolio for unusual patterns such as duplicate payments, unexpected balance changes, misapplied transactions, and fee anomalies, and posts a flagged exception report to your operations team in Slack.
LoanProSlackQuickBooks
Automated Coffee Shop Mobile Order Queue Alerts
WebRun monitors your incoming mobile order queue every few minutes and sends a Telegram alert when volume spikes so you can throttle or pause new orders before your team falls behind.
Square for RestaurantsOdekoTelegram
Automated Protocol Amendment IRB Notification Drafts
When a new protocol amendment is received and logged in RealTime-CTMS, WebRun drafts the required IRB notification and staff communication letters for regulatory coordinator review, saving hours of manual document work.
RealTime-CTMSDocuSignGmail
Automated Persefoni Emissions Anomaly Detection
Every night, WebRun checks Persefoni for emissions values that are unusually high or outside expected ranges, and sends your team a Telegram alert listing each anomaly with its category, magnitude, and likely data source so you can investigate before it reaches your auditor.
PersefoniTelegram
Carta Automated Equity Delinquency Risk Worklist
Every week, WebRun checks Carta for holders with overdue early-exercise payments or outstanding promissory note balances, scores each by risk level, and posts a prioritised worklist to your finance Slack channel.
CartaSlackQuickBooks
Automated Calibration Job Status Digest
Every morning, WebRun opens IndySoft, reads the status of all active calibration jobs, and posts a concise digest to your Slack channel so the whole team starts the day aligned.
IndySoftSlack
Automated Bowling Center Customer Win-Back Emails
WebRun finds customers who have not visited in 60 or more days, drafts a personal win-back email with an offer, and queues each one in Mailchimp for your review before sending.
Conqueror XMailchimp
Automated Bookstore Negative Review Response Drafts
WebRun checks your Google Business profile for new negative reviews, drafts a calm and professional response, and sends you the draft via Telegram so you can approve and post it quickly.
BookmanagerGoogle Business ProfileTelegram
Automated Beverage Distributor New Account Onboarding
When a new licensed account is added to VIP, WebRun kicks off the onboarding sequence: it adds a setup task to Google Calendar, drafts a welcome email for the rep to send, and posts an internal Slack notice to the compliance and credit teams.
VIPGoogle CalendarGmail+1
Automated Bail Bond Forfeiture Deadline Alerts
WebRun reviews active bonds in Captira every morning for upcoming forfeiture deadlines and remittitur windows, and immediately alerts your agents and manager in Slack so no deadline is missed.
CaptiraSlackGoogle Calendar
Automated Axe Throwing League Night SMS Reminders
Before each league night, WebRun pulls the participant list from ROLLER and sends SMS reminders via Twilio so your throwers show up on time and ready.
ROLLERTwilioGoogle Sheets
Automated Driver Document Expiry Alerts
WebRun checks your Super Dispatch driver roster weekly, flags any CDL, medical card, or other required document expiring within 45 days, and posts an alert to Slack with the driver name and days remaining.
Super DispatchSlackGoogle Sheets
Automated RouteOne Dealer Onboarding Kickoff
When a new dealer is approved in RouteOne, WebRun collects their profile details, creates their onboarding checklist in Google Sheets, and drafts a welcome email with setup instructions for your relationship manager to review and send.
RouteOneGoogle SheetsGmail
Automated ASC Pre-Op Clearance Chasing
WebRun checks HST Pathways for upcoming surgical cases with missing or incomplete pre-op clearance documentation, drafts outreach to referring physicians for staff to review, and posts a daily missing-clearance list to Slack.
HST PathwaysSlackGmail
Helium 10 Automated Listing Suppression Tracking
Every morning, WebRun scans your Amazon catalog for suppressed or inactive listings via Helium 10 Alerts and Amazon Seller Central, and logs each issue with its fix steps to a Google Sheet.
Helium 10Amazon Seller CentralGoogle Sheets
Automated False Alarm Tracking and Customer Notices
WebRun checks AlarmBiller for recent false alarm events, drafts a courtesy notification for each affected customer, and logs every incident to a Google Sheet so your team can track repeat offenders and avoid municipal fines.
AlarmBillerGoogle SheetsGmail
Automated Air Cargo Staff Credential Expiry Tracking
WebRun checks Awery for drivers and ramp agents with licences, airside passes, or dangerous-goods certificates expiring in the next 60 days, logs them in Google Sheets, and sends a Telegram alert to the compliance manager.
AweryGoogle SheetsTelegram
Kipu Health Automated Prior Auth Expiry Tracker
WebRun checks Kipu Health daily for authorizations expiring in the next 7 days, builds a renewal worklist by payer and level of care, and posts it to Slack so your UR team can act before coverage lapses.
Kipu HealthGoogle SheetsSlack
Automatic Trailer Detention and Demurrage Tracking
WebRun monitors dwell times in YardView, flags trailers approaching detention thresholds, and posts a daily charge-risk list to Slack so your team can act before fees accrue.
YardViewSlackGoogle Sheets
KORONA POS Automated Loyalty Winback Emails
Every Monday, WebRun finds loyalty members in KORONA POS who haven't visited in 60 days, drafts a personalised winback email for each, and queues them in Mailchimp for your review before sending.
KORONA POSMailchimp
Tire Guru Automated Customer Win-Back Emails
Every Monday, WebRun finds customers in Tire Guru who haven't visited in over six months, drafts a personalized win-back email for each, and queues it in Mailchimp for your approval.
Tire GuruMailchimp
Automated Telehealth Patient Balance Chaser
WebRun finds overdue patient balances in Stripe each week, drafts a polite payment reminder email in Gmail for staff to review, and logs each chase attempt in Google Sheets.
Doxy.meStripeGmail+1
Automated Installment Agreement Status Digest
WebRun reviews all active installment agreement cases in Canopy, checks payment status and upcoming due dates, and sends your team a weekly status digest via Telegram.
CanopyTelegram

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.