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 Subbly Churn-Risk Winback Email Drafts
Every Monday, WebRun finds Subbly subscribers who have paused, skipped, or reduced their plan in the past week and creates personalised winback email drafts in Mailchimp for your team to review and send.
Automated Chargebee Delinquency Risk Worklist
Every Monday, WebRun reviews all past-due accounts in Chargebee, scores each by days overdue and MRR value, and delivers a prioritized worklist to your billing team in Google Sheets.
Automated RICS Software Gift Card Liability Digest
Every Monday, WebRun pulls outstanding gift card balances from RICS Software, totals your current liability, and logs the figures to a Google Sheet so your accountant always has an accurate redemption liability on hand.
Inntopia Automatic Daily Sales Digest
Every morning, WebRun pulls the previous day's bookings from Inntopia, tallies revenue by product type, and posts a clean digest to Slack so leadership starts the day with the full picture.
PointClickCare Automated Care Gap and Family Outreach Drafts
WebRun checks PointClickCare each week for residents with upcoming care conferences who have open care-plan goals past their target date, and drafts a family update letter for your clinical team to review before any communication goes out.
Printavo Automated New Customer Onboarding
When a new customer places their first order in Printavo, WebRun drafts a welcome email, collects art file requirements, and sets up a DocuSign envelope for any needed print agreement.
Automated Scrap Yard Compliance Deadline Alerts
Every Monday, WebRun reviews your upcoming regulatory filing deadlines in Google Sheets, checks ScrapRight's compliance report schedule, and sends a prioritised deadline alert to the compliance manager via Twilio SMS.
Automated Checkmate Core Return Tracking
Every morning, WebRun checks Checkmate for cores that were sold but not yet returned, calculates how many days each core is overdue, and logs the chase list to a Google Sheet so your team can follow up and recover the credit.
Automated RV Warranty and Contract Renewal Reminders
Every Monday, WebRun finds RV customers with warranties or service contracts expiring in the next 90 days in IDS Astra, drafts a renewal offer email for each, and queues them for your F&I manager to approve before sending.
Automated Coffee Roaster Delivery Route Planning
The evening before each delivery day, WebRun pulls the next day's orders from Cropster, builds a route summary by postcode, and drafts a delivery confirmation message for each cafe in Gmail, ready for your driver or ops team to send.
Automated B2B Returns Portal Onboarding in ReverseLogix
When a new B2B customer account is created in ReverseLogix, WebRun drafts a personalized onboarding email with portal access instructions and return policy details, and queues it in Gmail for your account team to review and send.
Automated 401k Compliance Testing Deadline Tracker
WebRun reads your ftwilliam.com compliance queue each morning, spots plans where ADP, ACP, or top-heavy testing is due within 45 days, and sends your team a Telegram message with a ranked list of what needs attention.
Automated Produce Customer Reorder Reminders
Every week, WebRun reviews Produce Pro order history to find customers who are overdue on their typical reorder cycle and drafts a personalized reorder prompt email in Gmail for the assigned rep to review and send.
Printful Automated Fulfillment Status Digest
Every morning, WebRun checks all open Printful orders, groups them by fulfillment stage (pending, in production, shipped, delayed), and posts a clean status digest to your Telegram so you always know where every order stands.
Automated Pizzeria Gift Card Liability Digest
Once a month, WebRun tallies your outstanding gift card balances from Stripe, logs the total liability to QuickBooks, and sends you a Telegram digest so your bookkeeper always has a current number.
Automated PI Client Contract Renewal Reminders
WebRun checks client contract end dates in CROSStrax against your renewal calendar, drafts a renewal proposal email in Gmail for any contract expiring within 60 days, and logs the outreach in Google Sheets.
Automated Performing Arts Contract Chaser
Every week, WebRun checks your Google Sheets contract tracker, finds agreements not yet signed or returned, and drafts a gentle chaser email in Gmail for each outstanding party.
Automated Pediatric Claim Denial Worklist
WebRun reviews denied claims in Office Practicum each morning, categorizes each by denial reason, logs the full worklist in a Google Sheet, and posts a prioritized summary to your billing team in Slack.
IRIS CRM Automated Chargeback Alert Worklist
Every morning, WebRun checks IRIS CRM for new chargebacks and retrievals, scores each by risk and days remaining to respond, and posts a prioritized worklist to Slack so your disputes team never misses a deadline.
Automated Oral Surgery Claim Denial Worklist
WebRun pulls denied claims from DSN Software every morning, groups them by denial reason, and builds a prioritized appeal worklist in Google Sheets for your billing team.
Automated Nephrology Claim Denial Worklist
Every morning, WebRun checks Acumen for newly denied dialysis and CKD claims, logs them to a Google Sheets worklist by denial reason, and posts a priority alert to Slack so the billing team can appeal fast.
Automated Day-of-Show Department Briefings
On the morning of each show, WebRun pulls the full day-of schedule from Prism.fm and sends tailored briefing messages to your production, box office, and hospitality teams in Slack so everyone knows exactly what to expect.
Automated RAIN POS End-of-Day Reconciliation
Each evening, WebRun pulls RAIN POS end-of-day totals, compares them against your Stripe settlement, flags any discrepancy, and posts a reconciliation digest to Slack so your manager can close confidently.
Automated Museum Group Agreement Document Chaser
Every week, WebRun checks Blackbaud Altru for confirmed group bookings that still lack a signed agreement in DocuSign and drafts a polite document-request email in Gmail for each outstanding client.
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