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 Bookmanager Low-Stock Reorder Alerts
Every morning, WebRun scans your Bookmanager inventory, finds titles below your reorder threshold, and sends you a reorder list via email to act on before the next shipment window.
BookmanagerGmail
Automated Beverage Distributor FEFO Expiring Lot Alerts
Every morning, WebRun scans VIP for lots nearing their expiration date, ranks them by days remaining using FEFO order, and posts an alert to Slack so your warehouse team can prioritize picking and your sales team can push the product before it expires.
VIPSlackGoogle Sheets
Automated Bail Agency Daily Dispatch Digest
Every morning, WebRun compiles a complete daily briefing from Captira covering court dates, check-ins due, new leads, and at-risk bonds, and posts it to Slack so every agent and manager knows exactly what needs attention today.
CaptiraSlack
Automated ROLLER Gift Card Liability Tracking
Every Monday, WebRun pulls your outstanding gift card balances from ROLLER and logs a liability snapshot to QuickBooks and a summary sheet in Google Sheets.
ROLLERQuickBooksGoogle Sheets
Automated Auto Transport Delay Exception Alerts
WebRun monitors your in-transit loads in Super Dispatch every few hours and posts a Slack alert the moment any load's expected delivery date slips or a status update goes missing.
Super DispatchSlack
Automated Auto Lending Dealer Covenant Tracker
WebRun checks your dealer covenant and condition schedule each week, compares current dealer performance metrics against required thresholds, flags any dealer approaching or in breach of a covenant condition, and posts a risk alert to your credit team's Slack channel.
RouteOneGoogle SheetsSlack
Automated ASC No-Show Block Time Recovery
When a surgical case is canceled or a patient no-shows, WebRun checks your HST Pathways schedule, finds open block time, and drafts outreach to waitlisted patients so your OR stays productive.
HST PathwaysGoogle SheetsSlack
Helium 10 Automated Amazon Hijacker Listing Alerts
Every hour, WebRun checks Helium 10 Alerts for unauthorized sellers on your branded ASINs and sends an immediate Telegram alert with the seller's details and a draft cease-and-desist notice for your review.
Helium 10Amazon Seller CentralTelegram
Automated Alarm Company Document Collection Chaser
WebRun checks AlarmBiller for customer accounts or work orders missing required documents such as signed contracts, permit applications, or UL certificates, and sends your admin team a weekly chase list in Slack so nothing stalls an install.
AlarmBillerDocuSignSlack
Automated Air Cargo Delay Exception Alerts
WebRun monitors Awery for shipments flagged as delayed or off-plan, captures the exception details, and sends an immediate alert via Twilio SMS to the duty manager so critical cargo is never delayed without someone knowing.
AweryTwilioGoogle Sheets
Kipu Health Automated Intake Paperwork Chaser
WebRun checks Kipu Health each morning for new patients with outstanding intake documents, drafts a completion reminder for admissions staff review, and logs the status in Google Sheets so nothing falls through the cracks.
Kipu HealthGoogle SheetsGmail
Automated YardView Customer Onboarding Kickoff
When a new customer account is created in YardView, WebRun drafts a welcome email with setup instructions, creates a Google Calendar kickoff call invite, and sends your onboarding team a Slack notification to begin the process.
YardViewGmailGoogle Calendar+1
KORONA POS Automated Gift Card Liability Tracking
Every Monday, WebRun pulls the outstanding gift card balances from KORONA POS, calculates total unredeemed liability, and appends a summary row to a Google Sheet so your bookkeeper always has an up-to-date liability figure for the books.
KORONA POSGoogle Sheets
Tire Shop Automated Gift Card Liability Digest
On the first of every month, WebRun pulls outstanding gift card balances from Stripe, logs the total liability in Google Sheets, and posts a summary digest to Slack.
StripeTire GuruGoogle Sheets
Automated Telehealth New Patient Intake Chaser
WebRun checks for new patients with upcoming Doxy.me visits who have not completed their intake forms, drafts a gentle reminder via Gmail, and logs the status in Google Sheets.
Doxy.meGmailGoogle Sheets
Automated Tax Resolution Delinquency Risk Worklist
WebRun reviews all active resolution cases in Canopy each week, scores each client's risk of IRS collection escalation, and delivers a ranked worklist to your team via Slack.
CanopySlackTwilio
Automated Subbly Daily Sales Digest
Every evening, WebRun pulls the day's orders and revenue from Subbly, tallies new subscribers and churn, and drops a clean summary into your Slack channel.
SubblySlack
Automated Chargebee Failed Payment Dunning Drafts
When a payment fails in Chargebee, WebRun finds the customer, checks the subscription status, and drafts a personalized recovery email in Gmail for your team to review before sending.
ChargebeeGmailSlack
Automated RICS Software Low-Stock Reorder Alerts
Every morning, WebRun scans RICS Software for items below your reorder threshold, groups them by supplier, and sends an alert to your buying team in Google Sheets so nothing runs to zero unnoticed.
RICS SoftwareGoogle Sheets
Automated Resort Document Collection Chaser
WebRun checks Inntopia for upcoming bookings that are missing signed waivers or rental agreements, then drafts reminder emails via Gmail so guests arrive fully prepared.
InntopiaDocuSignGmail
PointClickCare Automated Daily Census Digest
WebRun pulls your daily census and bed-occupancy figures from PointClickCare each morning and posts a concise digest to Slack and a running log to Google Sheets so leadership always has the current picture.
PointClickCareGoogle SheetsSlack
Printavo Automated Daily Dispatch and Shipping List
Each morning, WebRun checks Printavo for jobs marked ready to ship or pick up, compiles a dispatch list, and posts it to Slack so your fulfillment team knows exactly what to pack and send today.
PrintavoSlackGoogle Sheets
ScrapRight Automated Container Pickup Scheduling
When a shipment container is ready in ScrapRight, WebRun checks Google Calendar for available pickup windows, drafts a confirmation email to the carrier or customer in Gmail, and posts a scheduling note to Slack.
ScrapRightGoogle CalendarGmail+1
Automated Checkmate Wholesale Buyer Onboarding
When a new wholesale buyer account is created in Checkmate, WebRun drafts a personalised welcome email via Gmail, creates an onboarding task in Google Calendar for the assigned rep, and logs the new account in a Google Sheet for tracking.
CheckmateGmailGoogle Calendar+1

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