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 Court Reporting Client Onboarding
When a new law firm client is added in ReporterBase, WebRun creates their client record, adds them to a Stripe billing profile, and drafts a welcome email with onboarding instructions for your review.
Automated LoanPro Compliance Deadline Tracking
Every Monday, WebRun reviews your loan portfolio in LoanPro for upcoming regulatory and contractual compliance deadlines, logs each one to a tracker, and alerts your compliance team to deadlines due in the next 14 days so nothing is missed.
Automated Odeko Low-Stock Reorder Alerts
WebRun checks your Odeko inventory each morning, spots items below their par level, and sends you a reorder alert on Telegram so you can approve restocking before the day gets busy.
Automated IRB Approval Expiry Tracking
WebRun checks your study protocols in RealTime-CTMS weekly, flags any IRB approval expiring within 60 days, and posts a renewal action list to Slack so your regulatory team never gets caught off guard.
Automated Supplier Emissions Data Risk Worklist
Every week, WebRun scans Persefoni for suppliers who have not submitted activity data and are within two weeks of the collection deadline, scores each by risk level, and posts a prioritized worklist to Slack so your team knows exactly who to chase first.
Carta Automated Board Consent Chaser
WebRun checks Carta for equity actions that require but lack a signed board consent, identifies the outstanding signatories, and sends Slack reminders until every consent is collected.
Automated Calibration Service Contract Renewal Reminders
WebRun tracks calibration service contracts in Google Sheets, checks customer history in IndySoft, and drafts a renewal proposal email in Gmail 60 days before each contract expires.
Automated Bowling Center Lane Reservation Confirmations
When a new lane reservation is created in Conqueror X, WebRun drafts a confirmation email with all the booking details and queues it in Gmail for a final check before sending.
Automated Bookstore Gift Card Liability Digest
Every month, WebRun pulls outstanding gift card balances from Bookmanager, summarises the total liability by issuance period, and posts the digest to Slack so you can plan cash flow accurately.
Automated Beverage Distributor Delivery Route Confirmations
Every evening, WebRun pulls the next day's route manifest from VIP, checks for gaps or scheduling conflicts, and sends each driver a Telegram message with their confirmed stop list for the morning.
Automated Bail Bond Client Onboarding Kickoff
WebRun detects new bonds executed in Captira, sends DocuSign agreements to the indemnitor for signature, and posts an onboarding checklist to your team in Slack so every new client starts with a complete, consistent process.
Automated ROLLER Stripe Nightly Reconciliation
Each evening, WebRun pulls ROLLER's POS totals and booking payments, matches them against your Stripe settlements, and posts any discrepancies to a Google Sheet for review.
Automated Auto Transport Customer Onboarding
When a new customer order is created in Super Dispatch, WebRun drafts a personalised welcome and onboarding email, creates a setup task in Google Sheets, and schedules a kickoff event in Google Calendar for your team to review.
Automated RouteOne Contract-in-Transit Tracking
WebRun checks RouteOne daily for contracts that have left the dealership but not yet arrived, flags any that exceed your transit window, and posts a Slack alert so your team can follow up immediately.
Automated ASC Claim Denial Worklist
WebRun checks HST Pathways for new claim denials each morning, categorizes them by denial reason code, logs them to a prioritized worklist in Google Sheets, and posts a summary to Telegram so your billing team can start working immediately.
Helium 10 Automated FBA Restock Alerts
Every morning, WebRun checks Helium 10 Inventory Management for low-stock ASINs and posts a prioritized restock list to your Telegram channel before you ship anything.
Amazon Seller Central›
Automated Alarm Customer Onboarding Kickoff
When a new customer account is created in AlarmBiller, WebRun drafts a welcome email in Gmail, creates an onboarding task list in Google Sheets, and posts a Slack alert to the install coordinator so nothing falls through the cracks on day one.
Automated Air Cargo Customer Onboarding Kickoff
When a new customer account is created in Awery, WebRun drafts a welcome email with onboarding instructions, creates a DocuSign envelope for the service agreement, and adds a kickoff call to Google Calendar for your account manager.
Kipu Health Automated Eligibility Verification Worklist
Every morning, WebRun checks Kipu Health for patients admitted or scheduled for admission in the next 48 hours, builds an eligibility verification worklist for your billing team, and posts a status digest to Slack so no patient starts treatment on unverified coverage.
Automatic Carrier Insurance Certificate Expiry Tracking
WebRun cross-references carrier insurance certificate dates against active YardView carrier records, drafts renewal request emails for those expiring within 30 days, and sends your compliance team a weekly summary.
KORONA POS Automated End-of-Day Reconciliation
Every evening, WebRun pulls the KORONA POS end-of-day report, compares expected cash to the blind drop count, flags any discrepancy, and posts the reconciliation summary to a Google Sheet.
Tire Guru Automated End-of-Day Payment Reconciliation
Each evening, WebRun compares Tire Guru's closed invoices against QuickBooks payment records, flags any mismatches, and posts a reconciliation digest to Slack.
Automated Telehealth Claim Denial Worklist
WebRun reviews your claim denial log in QuickBooks each morning, groups denials by reason code, and posts a prioritized worklist to your billing team in Slack so revenue is recovered faster.
Automated IRS Correspondence Data Entry to Canopy
WebRun reads incoming IRS correspondence forwarded to a shared Gmail inbox, extracts the key case details, and updates the matching Canopy case record so your team never loses track of an IRS communication.
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