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.
Automated RV New Buyer Onboarding Kickoff
When a deal is marked Won in IDS Astra, WebRun drafts a personalised welcome and unit orientation email for the new owner and queues an onboarding task list for your delivery team.
Cropster Automatic Roast Freshness FEFO Alerts
WebRun scans your Cropster roasted inventory each morning, finds lots approaching their freshness window, and sends a Telegram alert so your team can prioritize dispatch on a first-expired, first-out basis.
Automated Overdue Refund Status Drafts for Returns
Every morning, WebRun checks ReverseLogix for approved returns where the refund has not been issued within your SLA, and drafts a status update email for each customer so your support team can send with one click.
Automated Retirement Plan Data Entry From Sponsor Emails
When a plan sponsor emails census data, contribution rates, or plan change requests, WebRun reads the email, extracts the key figures, and stages them as a draft update in ftwilliam.com for a staff member to confirm before posting.
Automated Produce Delivery Route Confirmations
Every evening, WebRun reads tomorrow's delivery schedule from Produce Pro, groups stops by route, and drafts route confirmation messages via Twilio SMS for your dispatcher to review and send to each driver.
Printful Automated Low-Stock Reorder Alerts
Every morning, WebRun checks your Printful product catalog for variants running low, matches them against your bestsellers list in Google Sheets, and sends you a prioritized Telegram alert so you can act before a top seller goes unavailable.
Automated Pizzeria Low-Stock Reorder Alerts
WebRun checks your inventory counts each morning, spots any item below your reorder threshold, and sends your supplier a draft purchase order for your review before anything is ordered.
Automated PI Client Onboarding Kickoff
When a new client agreement is signed via DocuSign, WebRun creates the case record in CROSStrax, sends the client a welcome email draft in Gmail, and posts the kickoff checklist to your team in Slack so nothing falls through the cracks on day one.
Automated Spektrix Donor Thank-You Letter Drafts
When a donation is recorded in Spektrix, WebRun drafts a warm, personalised thank-you letter in Gmail for your development team to review and send, so every gift is acknowledged promptly.
Automated Patient Insurance Eligibility Verification
WebRun checks upcoming appointments in Office Practicum each morning, builds an insurance eligibility verification worklist for your billing team, and posts an alert in Slack when any patient's coverage cannot be confirmed.
Automated Data Entry from Processor Emails to IRIS CRM
When a processor sends a transaction report, chargeback notice, or approval email, WebRun reads the key data from Gmail and creates or updates the matching merchant record in IRIS CRM, eliminating manual copy-paste.
Automated Oral Surgery Eligibility Verification
WebRun checks DSN Software each morning for surgical appointments two days out, builds an eligibility verification worklist in Google Sheets, and posts a Slack alert so billing staff never walk into a procedure without confirming coverage.
Automated Nephrology Eligibility Verification Worklist
Two days before each nephrology appointment, WebRun builds an eligibility verification worklist from Acumen and logs it to Google Sheets so billing staff can resolve coverage issues before the patient arrives.
Automated Music Venue Document Collection Chaser
WebRun checks Prism.fm for upcoming shows missing required documents like signed contracts, W-9s, or insurance certificates, and sends a reminder via Twilio SMS to the contact on file so nothing holds up the show.
Automated Music Store Gift Card Liability Digest
Every Monday, WebRun pulls all active gift card balances from RAIN POS, calculates total outstanding liability, logs the figures to a Google Sheet, and posts a summary to Slack so your accountant always has an accurate picture.
Automated Museum Donation Acknowledgment Drafts
After each donation is recorded in Blackbaud Altru, WebRun drafts a warm, personalised acknowledgment letter in Gmail for your development team to review and send the same day.
Automated Cinema Film Distributor Booking Chasers
Every Monday, WebRun checks Vista for films scheduled in the next two weeks that do not yet have confirmed hire terms, and drafts a chaser email in Gmail to the relevant distributor for each, ready for the booker to review and send.
Automated MCA Data Entry From Broker Emails
When a broker sends a merchant submission by email, WebRun reads the key deal details, creates or updates the application record in Centrex, and posts a confirmation to Slack so your team knows a new file has landed without touching a keyboard.
Automated LTL Customer Onboarding Kickoff
WebRun sets up a new LTL customer in your systems by pulling lane rates from SMC3, creating the account in QuickBooks, and drafting a welcome email with freight class and accessorial guidance for your team to review.
Lightspeed Automatic Low-Stock Reorder Alerts
Every morning, WebRun checks your Lightspeed inventory for items below your reorder point and sends a prioritized alert to Telegram so you can reorder before the shelf goes empty.
Automated Survey Contract Renewal Reminders
WebRun tracks recurring service contract renewal dates across your client base, posts a weekly renewal list to Slack, and drafts a personalised renewal proposal email for each contract expiring in the next 60 days for your review.
Automated IP Client Onboarding and Matter Setup
When a new client engagement is confirmed, WebRun creates the matter record in Anaqua AQX, sends a DocuSign engagement letter for signature, and posts an onboarding checklist to Slack for the responsible attorney.
Automated LP Email Logging to Juniper Square
WebRun reads incoming LP emails in Gmail, extracts the request type, LP name, and fund, and creates a tracked inquiry record in Juniper Square so nothing falls through the cracks.
Automated Intermodal Customer Onboarding Kickoff
When a new intermodal customer account is created in Rail Command, WebRun drafts a welcome email, creates a DocuSign envelope for the rate agreement, and sets up a Google Calendar kickoff call for your team to review before sending anything.
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