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 Drone Flight Exception and Incident Alerts
WebRun monitors DroneDeploy for flight anomalies, failed uploads, and processing errors, and sends an immediate alert to your operations team via Slack so nothing goes unnoticed.
DroneDeploySlackTwilio
Whiskey Systems Automated Order Exception Flagging
WebRun scans open sales orders in Whiskey Systems each morning, flags exceptions such as missing labels, address issues, or out-of-stock items, and posts a triage list to Slack for your team to resolve.
Whiskey SystemsSlackGoogle Sheets
Automated Detention and Demurrage Tracking
WebRun reviews Truckbase load events for arrival and departure timestamps, calculates detention time against your free-time allowance, and logs billable charges to a Google Sheet for your team to invoice.
TruckbaseGoogle SheetsSlack
Automatic Dental Lab Material Reorder Alerts
WebRun scans your Evident inventory each morning, flags any alloy, resin, or consumable below its reorder point, and posts a replenishment list to Slack so your purchasing team can act before a case is held.
EvidentSlackGoogle Sheets
PDI Technologies Automatic Low-Stock Reorder Alerts
WebRun monitors inventory in PDI Technologies and pings your buying team on Telegram the moment any SKU crosses its reorder threshold, so shelves never run empty.
PDI TechnologiesTelegram
Automated Local Line CSA Pickup SMS Confirmations
On pickup day, WebRun checks Local Line for members with orders due for collection, drafts a personalized SMS confirmation for each one via Twilio, and queues them for your review before sending.
Local LineTwilio
MeridianLink Automated Loan Document Collection Chaser
Every morning, WebRun checks MeridianLink for loan applications with outstanding document requirements, drafts a follow-up email to each applicant, and posts your lending team a status list in Slack.
MeridianLinkDocuSignSlack
Automated Provider Credentialing Delinquency Risk Worklist
WebRun analyzes Modio Health for providers showing multiple warning signs like overdue documents, approaching renewals, and stalled payer enrollments, and builds a weekly delinquency risk worklist in Google Sheets for proactive coordinator outreach.
Modio HealthGoogle SheetsSlack
Automated Court Reporting Document Collection Reminders
WebRun finds jobs in ReporterBase where exhibits or source documents are still outstanding, drafts a polite collection request for each attorney, and logs all open document requests in a Google Sheet.
ReporterBaseGoogle SheetsTwilio
Automated LoanPro Document Collection Chasing
Every morning, WebRun checks LoanPro for loans with missing required documents, and drafts a polite follow-up email to each borrower so your team can approve and send the request before applications stall.
LoanProDocuSignGmail
Automated Coffee Shop Milk and Bean Stock Alerts
Twice a day, WebRun checks your Odeko stock levels for milk and coffee beans, compares them to your daily usage rate, and sends a Telegram alert if you are at risk of running out before your next delivery.
OdekoSquare for RestaurantsTelegram
Automated Clinical Trial No-Show Recovery
When a subject misses a scheduled visit, WebRun flags the record in RealTime-CTMS, drafts a rescheduling outreach for coordinator review, and logs the attempt in Google Sheets.
RealTime-CTMSGoogle SheetsGmail
Automated GHG Audit Evidence Document Chaser
Every week, WebRun checks Persefoni for activity data entries that still lack supporting evidence documents, drafts a polite request to the relevant internal owner via Gmail, and posts an outstanding document list to your audit prep channel in Slack.
PersefoniGmailSlack
Carta Automated Equity Data Entry From Email
When equity action emails arrive in Gmail (term sheets, grant notices, conversion confirmations), WebRun reads the key details and drafts a structured Carta data-entry task so your equity manager can post entries in minutes instead of hours.
GmailCartaGoogle Sheets
Automated Instrument Recall and Out-of-Tolerance Alerts
When an out-of-tolerance result or recall flag appears in IndySoft, WebRun immediately notifies the responsible team via Slack and drafts a customer recall notice in Gmail.
IndySoftSlackGmail
Automated Bowling Center Low-Stock Reorder Alerts
WebRun checks your Conqueror X inventory for items below your reorder threshold and sends an alert to your manager via Telegram so nothing runs dry mid-shift.
Conqueror XTelegram
Automated Bookstore Loyalty Win-Back Campaign Drafts
Every Monday, WebRun finds loyalty customers in Bookmanager who have not visited in 90 days, drafts a warm win-back email for each, and queues the drafts in Mailchimp for your review before sending.
BookmanagerMailchimp
Automatic Beverage Distributor Low-Stock Reorder Alerts
Every morning, WebRun checks your VIP inventory levels, flags any SKUs below your reorder threshold, and posts a prioritized purchase list to Slack so your buying team can act before a stockout hits.
VIPSlackGoogle Sheets
Automated Bail Bond Defendant Check-In Reminders
WebRun reviews Captira each morning for defendants whose scheduled check-in is due today or overdue, drafts a reminder SMS for each, and posts a compliance digest to Telegram so your agents know who needs attention.
CaptiraTwilioTelegram
Automated Axe Throwing Group Event Follow-Up Emails
After each group event, WebRun finds the organizer's contact in ROLLER and drafts a personalized follow-up email in Gmail with a rebooking offer and an invitation to leave a review.
ROLLERGmailGoogle Sheets
Automated Auto Transport Detention Tracking
WebRun watches your Super Dispatch loads for pickup or delivery delays past the free-time window, calculates the accruing detention charge, and posts a daily summary to Slack so your team can act before costs spiral.
Super DispatchSlackGoogle Sheets
Automated Auto Lending Deal Data Entry From Email
WebRun reads incoming dealer emails in Gmail containing deal submissions or buyer information, extracts the structured data fields, and populates a Google Sheet staging log so your processor can verify and push the record to RouteOne with a single review.
GmailGoogle SheetsRouteOne
Automated ASC Patient Balance Collection Reminders
WebRun pulls overdue patient balances from HST Pathways, logs them to a collections tracker in Google Sheets, and drafts balance reminder statements for staff to review before any outreach reaches a patient.
HST PathwaysGoogle SheetsTwilio
Helium 10 Automated Keyword Rank Tracking Digest
Every Monday, WebRun pulls your tracked keyword ranks from Helium 10 Keyword Tracker and emails a clean weekly digest showing which keywords climbed, dropped, or fell off the first page.
Helium 10Gmail

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