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 Drone Service Contract Renewal Reminders
WebRun tracks your drone service contracts, spots agreements expiring in the next 60 days, and drafts a personalised renewal proposal email in Gmail for your review before it reaches the client.
Whiskey Systems Automated Delivery Confirmation Messages
The day before each delivery run, WebRun pulls the scheduled orders from Whiskey Systems, drafts a delivery confirmation message via Twilio for each account on the route, and posts the day's route summary to Slack.
Automated Carrier Insurance Certificate Expiry Alerts
WebRun scans your carrier compliance records in Truckbase for insurance certificates expiring within 30 days, logs them to a tracking sheet, and posts a daily Slack alert so your team can follow up before coverage lapses.
Automated Dental Lab Customer Reorder Reminders
Every Monday, WebRun scans Evident for active doctor accounts that have sent no cases in the past 30 days, drafts a friendly re-engagement email for each in Gmail, and posts the at-risk account list to Slack so your sales team can review drafts before any message goes out.
PDI Technologies Automated End-of-Day Reconciliation
Every night, WebRun pulls PDI Technologies register totals, compares them against expected cash, and posts a variance report to your accounting team in Google Sheets.
Automated Local Line Daily Payment Reconciliation
Every evening, WebRun cross-checks Local Line orders against Stripe payments for the day, flags any mismatches, and posts a reconciliation digest to Slack so you close the books with confidence.
Credit Union Automated Compliance Deadline Tracking
Every Monday, WebRun reviews your compliance deadline Google Sheet, checks MeridianLink for any regulatory reporting dates tied to loan portfolio data, and posts your compliance officer a Slack digest of everything due in the next 30 days.
Automated Provider Recredentialing Deadline Tracking
WebRun monitors Modio Health for upcoming recredentialing windows, logs each deadline to Google Sheets, and sends your team a Telegram alert when a provider enters the 120-day recredentialing window.
Automated Court Reporting Contract Renewal Reminders
WebRun checks client agreements and master service contracts in ReporterBase for upcoming renewal dates, drafts a renewal reminder email for each, and queues the drafts in Gmail for your approval.
Automated LoanPro AutoPay Failure Alerts
Every hour, WebRun checks LoanPro for failed AutoPay transactions, drafts a borrower notification for each failure, and alerts your servicing team so failed payments are resolved before accounts fall behind.
Automated Coffee Shop Gift Card Liability Tracking
Every Monday, WebRun pulls outstanding gift card balances from Square, logs the total liability in a Google Sheet, and posts a summary to Slack so you always know your exposure.
Automated Clinical Trial Eligibility Verification Worklist
Every morning, WebRun reviews newly pre-screened subjects in RealTime-CTMS, checks their recorded inclusion and exclusion criteria responses, and builds a prioritized verification worklist in Google Sheets for coordinators.
Automated ESG Covenant Condition Tracking
Every week, WebRun checks your current emissions and ESG metrics in Persefoni against the covenant conditions in your green loan or sustainability-linked bond agreements, and posts a status report to Slack so your finance team knows at a glance if you are on track for each condition.
Carta Automated Equity Plan Amendment Approval Routing
When a proposed equity plan amendment is prepared in Carta, WebRun identifies the required reviewers, drafts approval request emails, and sends a Slack coordination message to the legal lead so the amendment cycle completes on time.
Automated ISO 17025 Compliance Deadline Tracking
WebRun monitors your lab's accreditation renewal dates, audit schedules, and proficiency testing deadlines in Google Sheets and alerts the quality team in Slack before each deadline approaches.
Automated Bowling Center Gift Card Liability Tracking
Every month, WebRun pulls outstanding gift card balances from Conqueror X, totals the unredeemed liability, and posts a summary to Google Sheets and Slack for your finance review.
Automated Bookstore Daily Reconciliation Digest
Every evening, WebRun pulls Bookmanager's close-out figures, compares them against your QuickBooks ledger, and posts a reconciliation summary to Slack so you spot discrepancies before you lock up.
Automated Beverage Distributor Customer Reorder Reminders
Every week, WebRun analyzes order history in VIP to find licensed accounts whose reorder cycle is due, and drafts a personalized reorder reminder for each assigned rep to review and send, so your accounts never go empty-shelf.
Automated Bail Bond Court Date Reminders
WebRun checks Captira each morning for upcoming court dates, drafts reminder texts for each defendant and indemnitor, and queues them for your review before anything is sent.
Automated ROLLER Daily Sales Digest
Every evening, WebRun pulls the day's booking revenue, walk-in sales, and add-on spend from ROLLER and posts a concise digest to your Slack channel.
Automated Carrier COI Expiry Tracking
WebRun reviews your Super Dispatch carrier roster weekly, flags any Certificate of Insurance expiring within 30 days, and drafts a renewal reminder to the carrier for your review.
Automated Auto Lending Compliance Deadline Tracker
WebRun reviews your lending compliance calendar each week, identifies upcoming regulatory and state-mandated deadlines such as adverse action notices, HMDA filing windows, and license renewals, and posts a prioritized alert to your compliance team's Slack channel.
Automated ASC Post-Surgical Care Gap Outreach
WebRun scans HST Pathways for patients flagged with unresolved care gaps, such as missing post-op instructions, incomplete discharge documentation, or outstanding follow-up orders, drafts outreach for clinical staff to review, and logs every gap to a care coordination tracker.
Helium 10 Automated Daily Sales Digest
Every morning, WebRun opens Helium 10 Profits and Amazon Seller Central, pulls yesterday's revenue, units, and margins, and posts a clean digest to Slack so you can plan your day.
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