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.
Wherefour Automatic Low-Stock Reorder Alerts
WebRun checks your ingredient inventory in Wherefour each morning, finds items below reorder threshold, and posts a prioritized replenishment list to Slack so your purchasing team acts before a stockout hits production.
Automated CPO Partner Document Collection Chaser
WebRun checks which new partner accounts are missing required documents such as grid connection certificates or insurance, and drafts a polite chaser message for each so your onboarding team doesn't have to track it manually.
Automated Estate Email Data Entry to EstateExec
When estate-related documents or statements arrive by email, WebRun reads the key details and logs them to EstateExec and a Google Sheet so nothing has to be entered manually.
Automated Lease Application Document Chasing
WebRun checks every new Odessa application for outstanding documents, drafts a personalised chaser in Gmail for each applicant, and logs the status in a Google Sheet so your ops team sees exactly what is still needed.
Automated Environmental Document Collection Chasing
WebRun checks Locus Technologies for outstanding document submissions from clients, drafts polite chaser emails for each missing item, and notifies your project team in Slack.
Automated EHS Client Onboarding Kickoff
When a new client contract is signed, WebRun sets up their profile in VelocityEHS, creates the kickoff checklist in Google Sheets, and drafts a welcome email with next steps for your review.
Automated Relativity Incident and Exception Alerts
WebRun monitors Relativity for processing failures, privilege log exceptions, and review holds, and sends an immediate Telegram alert to the litigation ops team when any incident crosses your threshold.
Automated Dumpster Rental Daily Dispatch Briefing
Every morning, WebRun pulls tomorrow's confirmed delivery and pickup jobs from Starlight, groups them by driver and route, and posts each driver's job list to a shared Telegram group so the crew is briefed before leaving the yard.
Automated Drone Flight Document Collection Chaser
Before a scheduled flight, WebRun checks which clients still haven't sent site access permissions, signed waivers, or insurance certificates, and drafts a reminder to collect them.
Whiskey Systems Automated Wholesale Account Onboarding
When a new wholesale account is added in Whiskey Systems, WebRun gathers their details, drafts a welcome email in Gmail, and creates a follow-up task in Google Calendar so no new account slips through the cracks.
Automated Freight Delay Exception Alerts
WebRun monitors active loads in Truckbase for delays against scheduled pickup or delivery times, detects exceptions in real time, and sends an immediate Slack alert to the responsible dispatcher so they can notify the broker or customer.
Automated Dental Lab FEFO Lot Expiry Alerts
Every morning, WebRun scans Evident for alloy and resin lots expiring within 60 days, sorts them by first-expiry-first-out order, and posts a use-first list to Slack so your lab technicians pull the right lot every time and nothing expires unused.
PDI Technologies Automated Gift Card Reconciliation
Every week, WebRun pulls outstanding gift card balances from PDI Technologies, reconciles them against QuickBooks, and posts a liability summary to your finance team in Slack.
Automated Local Line Order Routing to Teams
Every hour, WebRun checks for new Local Line orders and routes each one to the correct team member or channel based on order type, delivery zone, or product category, so nothing sits unassigned.
MeridianLink Automated Delinquency Risk Worklist
Every morning, WebRun reads MeridianLink for loans trending toward delinquency, scores each by risk level, and delivers your collections team a prioritized worklist via Telegram so they work the right accounts first.
Automated Credentialing Data Entry From Email
WebRun reads incoming Gmail messages from payers and licensing boards, extracts key credentialing updates like enrollment approvals and license issue dates, and logs them to a Google Sheet for coordinator review before entry into Modio Health.
Automated Court Reporter Daily Dispatch Briefs
Every morning, WebRun reads each reporter's jobs for the day from ReporterBase and sends them a personalised daily brief via SMS through Twilio so they arrive prepared and on time.
Automated LoanPro Delinquency Bucket Worklist
Every morning, WebRun opens LoanPro, sorts all delinquent accounts by bucket (1-29, 30-59, 60-89, 90-plus days past due), and delivers a prioritized worklist to your collections team so they work the highest-risk accounts first.
Automated Coffee Shop Loyalty Winback Campaigns
Every Monday, WebRun identifies loyalty members who haven't visited in 30 or more days, drafts a personalized winback offer for each, and queues the messages in Mailchimp for your review before they go out.
Automated Clinical Trial Monitoring Visit Prep
When a monitoring visit is scheduled, WebRun pulls the outstanding item list from RealTime-CTMS, builds a prep checklist in Google Sheets, and sends the coordination team a Slack briefing with everything that needs to be ready.
Automated Climate Disclosure Deadline Tracking
WebRun monitors your CSRD, CDP, and SEC disclosure deadlines in Google Calendar, checks your Persefoni submission status, and sends your team a Slack alert when a deadline is approaching and data is still incomplete.
Carta Automated Equity Compliance Deadline Tracking
WebRun scans your Carta equity plan for upcoming compliance deadlines (option expiries, ROFR windows, information rights milestones) and posts a weekly digest to your legal Slack channel so nothing slips through.
Automated Calibration Lab Customer Onboarding
When a new customer is added in IndySoft, WebRun creates a Google Sheets onboarding checklist, drafts a welcome email in Gmail, and notifies the assigned account manager in Slack.
Automated Bowling League Night SMS Reminders
The day before each league session, WebRun pulls the roster from Conqueror X, drafts a reminder message for each registered bowler, and queues them in Twilio SMS for your approval before sending.
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