Templates
Workflow templates.
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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 Spektrix Sales Exception Alerts
Every hour, WebRun checks Spektrix for sudden drops in ticket sales or failed donation transactions and sends an immediate Telegram alert to your operations team so nothing slips past.
Automated New Patient Intake Form Follow-Up
WebRun finds new patients in Office Practicum whose intake forms are still incomplete, drafts a polite completion reminder for each family, and queues the drafts in Gmail for your front desk to review before sending.
IRIS CRM Automated Delinquency Risk Worklist
Every week, WebRun checks IRIS CRM for merchants with elevated chargeback ratios, overdue fees, or risk flags, and posts a ranked delinquency worklist to Slack for your risk team to action.
Automated New Patient Intake Chaser for Oral Surgery
WebRun checks DSN Software every morning for new oral surgery patients with incomplete intake forms scheduled in the next 72 hours, drafts a completion reminder for staff to review, and posts a worklist to Slack.
Automated Nephrology New Patient Intake Chaser
WebRun checks Acumen daily for new nephrology referrals with missing intake forms, drafts a completion reminder for each, and posts a running list to Google Sheets so nothing holds up a first appointment.
Automated Prism.fm Hold Confirmation Reminders
WebRun scans Prism.fm daily for holds that are more than seven days old without a status update, and sends an internal Slack reminder to the responsible talent buyer with the hold details and a prompt to confirm or release.
Automated Music Lesson Confirmation SMS
Every Sunday evening, WebRun checks RAIN POS for all lessons scheduled in the coming week, drafts a confirmation SMS for each student or parent via Twilio, and queues them for approval so no student arrives at an empty room.
Automated Museum Event RSVP Confirmations
After a guest registers for a museum event in Blackbaud Altru, WebRun drafts a personalised confirmation email with event details and adds the event to their Google Calendar invite so the team can review and dispatch.
Automated Vista Cinema Gift Card Liability Digest
Every Monday, WebRun pulls the current gift card balances from Vista, calculates total outstanding liability, and posts a digest to Slack with the balance breakdown and any cards approaching expiry.
Automated MCA Default Risk Worklist
Every morning, WebRun scores your active MCA portfolio in Centrex against your default-risk criteria, builds a prioritised worklist of at-risk advances, and posts it to Slack so your risk team can intervene before a delinquency escalates.
Automated LTL Delay and Transit Exception Alerts
WebRun monitors active LTL shipments in SMC3 for transit exceptions and delays, then posts real-time alerts to Slack and sends Twilio SMS notifications to the account manager on record.
Lightspeed Automated Loyalty Win-Back Campaigns
Every Monday, WebRun finds Lightspeed loyalty customers who have not visited in 60-plus days and drafts a personalized win-back email in Mailchimp for your review before sending.
Automated Survey Crew Scheduling Confirmations
The evening before a scheduled field day, WebRun reads the next day's crew assignments, drafts a confirmation message for each technician, and queues them in Gmail for your approval before they send.
Automated Patent Docket Deadline Digest
Every morning WebRun opens Anaqua AQX, reads deadlines falling due in the next 14 days, and posts a ranked digest to your team Slack channel so critical dates are never missed.
Automated LP Delinquency Risk Worklist
Every Monday, WebRun reviews LP payment histories and outstanding capital call commitments in Juniper Square, scores each LP's delinquency risk, and delivers a prioritized worklist so your IR team acts early.
Automatic Intermodal Delay and Exception Alerts
WebRun monitors Rail Command throughout the day for shipment exceptions and delays, then posts an alert to Slack and sends a Twilio SMS to the responsible coordinator so problems are caught in hours, not days.
EZLynx Automated Agency Compliance Deadline Tracker
Every Monday, WebRun checks your agency's E&O policy expiry, producer license renewal dates, and CE hour deadlines in EZLynx and a Google Sheet tracker, and posts your team a Slack alert for anything due within 60 days.
Automated Therap Medicaid Eligibility Verification Worklist
At the start of each month, WebRun checks Therap for active individuals and flags any whose Medicaid eligibility needs to be re-verified, logging each to a Google Sheets worklist and alerting billing staff in Slack.
Automated Heavy Haul Customer Onboarding Kickoff
When a new customer contract is signed via DocuSign, WebRun pulls the customer details, sets up their profile in ProMiles, creates a Google Calendar kickoff event, and drafts a welcome email in Gmail for your account manager to review and send.
Automated Equipment Field Service Dispatch Digest
Every morning, WebRun reads the day's scheduled field service jobs from e-Emphasys, organizes them by technician and route, and sends each technician a plain-language job brief via Telegram.
Automated Etsy Lapsed Buyer Win-Back Drafts
Every Monday, WebRun identifies Etsy buyers who purchased more than 90 days ago and have not returned, then drafts a personalised win-back message in Mailchimp for your review before any email is sent.
Automated Grocery Loyalty Win-Back Email Drafts
Every week, WebRun finds loyalty members who have not shopped in 60-plus days in ECRS CATAPULT, drafts a personalised win-back email via Mailchimp, and queues each one for your review before sending.
Automated Ghost Kitchen Loyalty Win-Back Drafts
WebRun finds customers who have not ordered in 30 days, drafts a personalised win-back message in Mailchimp for each brand, and queues it for your review before anything is sent.
Encompass Automated Expiring Lot FEFO Alerts
Every morning, WebRun scans Encompass lot records for stock expiring within 14 days, ranks by urgency, and posts a FEFO alert to your warehouse team in Slack.
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