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.

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All categories
Automated Vista Group Booking Follow-Up Drafts
Every morning, WebRun finds group bookings in Vista that were made in the last 48 hours but have not yet been confirmed or paid, and drafts a follow-up email in Gmail for each organiser.
VistaGmailGoogle Sheets
Automated MCA Document Collection Chasing
Every morning, WebRun checks Centrex for open applications with outstanding documents, drafts a chaser for each applicant, and posts a stale-file list to your team so nothing sits waiting for bank statements or ID all week.
CentrexTwilioGoogle Sheets
Automated LTL Detention and Demurrage Tracking
WebRun monitors your LTL shipments in SMC3 for detention and demurrage exposure, logs accumulating accessorial charges, and alerts your team in Slack so you can act before the invoice arrives.
SMC3SlackGoogle Sheets
Lightspeed Automated Negative Review Triage
Every morning, WebRun checks your Google Business reviews for any new negative feedback, cross-references the customer in Lightspeed, and drafts a personalized response in Gmail for your approval.
LightspeedGmailGoogle Sheets
Automated Survey Deliverable Due Date Tracker
WebRun checks deliverable due dates across all active projects every morning, flags anything overdue or due within three days, and posts a prioritised tracker to Slack so no plat, report, or field data file misses its deadline.
Carlson SoftwareGoogle SheetsSlack+1
Automated IP Document Collection Chaser
WebRun scans Anaqua AQX for matters awaiting signed declarations, assignments, or inventor forms, then drafts a chaser email per client for attorney review so document gaps close before they delay a filing.
Anaqua AQXDocuSignGmail
Automated Juniper Square Distribution Notices
WebRun reads your distribution run in Juniper Square, calculates each LP's share, drafts a personalized distribution notice with payment details, and saves every email for your review before funds move.
Juniper SquareGoogle SheetsSlack
Automated Intermodal Demurrage Tracking
WebRun monitors Rail Command daily for railcars approaching or exceeding free-time limits, posts an alert to Slack, and logs accruing demurrage charges in Google Sheets so your team can act before the invoice arrives.
RSI Logistics Rail CommandSlackGoogle Sheets
EZLynx Automated Cross-Sell Quote Opportunity Drafts
Every Monday, WebRun scans EZLynx for clients holding only one line of business, identifies the most likely cross-sell, and drafts a quote outreach email for each producer to review and send.
EZLynxGmailSlack
Automated Therap EVV Exception Flagging and Worklist
Every morning, WebRun checks Therap for Electronic Visit Verification exceptions from the prior day, logs each to a worklist, and alerts the billing supervisor in Slack so corrections are made before claims are submitted.
TherapGoogle SheetsSlack
Automated Oversize Load Delay Exception Alerts
WebRun monitors active oversize loads in ProMiles throughout the day, detects any load running more than two hours behind its permitted travel window, and posts an exception alert to Slack so your dispatcher can act before a permit condition is breached.
ProMilesSlackTwilio
Automated Equipment Service Exception Alerts
WebRun scans e-Emphasys for service exceptions: repeat repairs on the same unit, unusually high parts usage, or warranty claims outside normal ranges, and alerts your service manager in Slack immediately.
e-EmphasysSlackGoogle Sheets
Automated Etsy Made-to-Order Buyer Update Drafts
Every day, WebRun checks your Etsy made-to-order orders that are approaching their ship date, and drafts a progress update message in Twilio SMS for each buyer for your approval before sending.
EtsyMarmaleadTwilio+1
Automated Grocery Negative Review Triage and Reply Drafts
WebRun monitors Google Business reviews daily, flags any new 1 or 2-star rating, drafts a courteous reply, and sends you a Telegram alert so you can approve and respond the same day.
ECRS CATAPULTGoogle Business ProfileTelegram
Automated Ghost Kitchen Negative Review Triage
WebRun monitors Otter for low-rated orders, drafts a recovery response for each complaint, and posts a triage summary to your Slack channel so nothing slips through unaddressed.
OtterSlackGmail
Encompass Automated Low-Stock Reorder Alerts
Every morning, WebRun checks your Encompass inventory, flags SKUs below reorder threshold, and posts your purchasing team a prioritized reorder list in Slack.
EncompassSlackGoogle Sheets
Wherefour Automated New Customer Onboarding
When a new customer is added in Wherefour, WebRun drafts a personalized welcome email with your product catalog and ordering instructions, adds a follow-up task to Google Calendar, and notifies your sales rep in Slack so no new account gets a cold start.
WherefourGmailSlack+1
Automated EV Charging Station Incident Alerts
WebRun watches your AMPECO network for charge points that go offline or hit a critical fault, and sends your on-call ops team an immediate Telegram alert with the station name, location, and fault code so the right person can respond within minutes.
AMPECOTelegramGoogle Sheets
Automated Estate Document Collection Chaser
Every week, WebRun checks which required estate documents are still outstanding in EstateExec, and prepares draft collection requests for the executor to send to the relevant parties.
EstateExecGmailGoogle Sheets
Automated Lease End-of-Term Options Outreach
Every Monday, WebRun finds leases maturing in the next 90 days in Odessa, drafts a personalised end-of-term options letter in Gmail for each lessee, and sends your team a summary in Slack of who needs outreach this week.
OdessaGmailSlack
Automated Environmental Incident and Exceedance Alerts
WebRun monitors Locus Technologies for new incidents, spills, or analyte exceedances, and immediately notifies the right response team via Slack and SMS so your team can act within minutes.
Locus TechnologiesSlackTwilio
Automated EHS Document Collection Chasers
Every Monday, WebRun checks your document tracker for outstanding client submissions, drafts a polite chaser email for each, and lists what is still missing so your audits can start on time.
VelocityEHSGoogle SheetsGmail
Automated Relativity Matter Onboarding Kickoff
When a new matter is added to Relativity, WebRun drafts the onboarding checklist, creates a Google Calendar milestone schedule, and posts a kickoff message to Slack so the team starts aligned.
RelativityGoogle CalendarSlack
Automated Dumpster Rental Document Collection Chaser
Every week, WebRun checks Starlight for jobs missing required documents such as signed delivery receipts or weight tickets, and drafts collection request emails for any gaps so your office team can send them with one click.
Starlight SoftwareDocuSignGmail

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