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 Vista Cinema End-of-Day Reconciliation
Every night, WebRun pulls the day's total takings from Vista, compares them against QuickBooks records, flags any discrepancy, and posts a reconciliation summary to Slack.
Automated MCA Application Routing to Underwriters
When a new application is submitted in Centrex, WebRun reviews the deal profile, selects the right underwriter based on your routing rules, and posts a structured intake summary to your underwriting Slack channel so the right person can pick it up immediately.
Automated LTL Carrier Insurance Certificate Tracking
WebRun reviews your approved LTL carrier list against their insurance certificate expiry dates, drafts renewal request emails for at-risk carriers, and posts a weekly expiry report to Slack.
Lightspeed Automated Gift Card Liability Digest
On the first of every month, WebRun pulls your Lightspeed gift card balances, calculates total outstanding liability, and posts a summary to Google Sheets and Slack for financial planning.
Automated Survey Project Compliance Deadline Tracker
WebRun scans every active project for approaching permit, zoning, and regulatory compliance deadlines each week and posts a prioritised tracker to Slack so nothing slips past its filing window.
Automated IP Services Agreement Renewal Reminders
WebRun tracks client services agreements stored in Anaqua and DocuSign, drafts renewal reminder emails for the responsible partner 60 days before expiry, and logs each renewal in Google Calendar.
Automated Fund Compliance Deadline Tracker
Every Monday, WebRun reviews upcoming compliance deadlines for your funds in Juniper Square, flags any due within 30 days, and posts a prioritized action list to the IR team in Slack.
Automated Carrier Insurance Certificate Expiry Tracking
WebRun checks your carrier compliance records weekly, finds insurance certificates expiring within 30 days, and drafts a renewal request email to each carrier for your review so no lane goes uninsured.
EZLynx Automated COI Request Tracking and Chaser
Every morning, WebRun checks EZLynx for open COI requests, drafts status update emails to clients, and posts your team a Telegram message listing every outstanding certificate.
Automated Therap Care Gap Detection and Outreach Drafts
Each week, WebRun checks Therap for individuals who have missed required services or have goals without recent progress notes, logs the gaps, and drafts coordinator outreach for staff to review before sending.
Automated Heavy Haul Cargo Claim Tracking
WebRun monitors your open cargo claims, checks each for updates in your claims records, tracks regulatory deadlines, and posts a weekly status digest to Slack so no claim goes stale or misses an acknowledgment or response window.
Automated Heavy Equipment Customer Onboarding
When a new customer account is created in e-Emphasys after a closed sale, WebRun drafts a welcome email in Gmail, creates an onboarding task list in Google Sheets, and notifies the account manager in Slack.
Automated Marmalead Etsy Keyword Rank Tracking
Every Monday, WebRun checks your top Etsy listings in Marmalead, records keyword engagement and competition scores in Google Sheets, and alerts you on Slack if any key term has dropped significantly.
ECRS CATAPULT Automated Gift Card Liability Digest
Every Monday, WebRun reads outstanding gift card balances from ECRS CATAPULT, calculates total unredeemed liability, logs the figure to Google Sheets, and emails a gift card liability digest to your accountant.
Automated Ghost Kitchen Gift Card Liability Digest
Every week, WebRun pulls issued and redeemed gift card data from Stripe, tallies the unredeemed balance by brand, and posts a gift card liability digest to Slack so your finance team always knows what is outstanding.
Encompass Automated Customer Reorder Reminders
Every morning, WebRun finds restaurant accounts in Encompass that are overdue to reorder based on their buying pattern, drafts a reorder prompt for each in Gmail, and alerts the rep in Slack.
Wherefour Automated Customer Reorder Reminders
Every week, WebRun analyzes customer order history in Wherefour, identifies accounts that are due for a reorder based on their average order frequency, and drafts a personalized reorder reminder email in Gmail so your sales reps can review and send before the customer places an emergency order or turns to a competitor.
Automated CPO Contract Renewal Reminders
WebRun checks your CPO and site-host contract renewal dates each week, drafts a personalised renewal outreach email for each account coming up for renewal, and queues it in Gmail for your account manager to review and send.
Automated Beneficiary Update Drafts for Estate Plans
When a life event or advisor note in Vanilla signals a beneficiary change is needed, WebRun prepares a draft update form and notifies the advisor via Slack so nothing falls through the cracks.
Automated Email to Odessa Data Entry
When a new lease application or payment notice arrives in Gmail, WebRun reads the key details and creates a draft Odessa record for your team to review and confirm before committing it to the system.
Automated Environmental Consulting Contract Renewal
WebRun scans your client contract records for agreements expiring in the next 90 days, drafts renewal proposal emails for each client, and alerts the account manager in Slack so nothing expires without a conversation.
Automated EHS Compliance Deadline Tracking
Every Monday, WebRun checks all active client accounts for upcoming OSHA, EPA, and state regulatory deadlines within the next 30 days and posts a prioritized alert list to your Slack.
Automated eDiscovery Contract Renewal Reminders
WebRun reads vendor and software contract expiry dates from Google Sheets, drafts a renewal reminder email for each, and queues DocuSign renewal documents for attorney signature when needed.
Automated Dumpster Rental Contract Renewal Reminders
Every Monday, WebRun finds commercial dumpster rental contracts expiring within 60 days in Starlight, checks the account value in QuickBooks, and drafts a renewal outreach email in Gmail ranked by account size so your team focuses on the biggest accounts first.
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