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.

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All categories
Automated Alarm Contract Renewal Reminders
WebRun scans AlarmBiller for monitoring contracts expiring in the next 60 days, drafts a renewal offer for each customer, and logs every upcoming expiry to a Google Sheet so your account team can prioritize outreach.
AlarmBillerGmailGoogle Sheets
Automated Carrier Insurance Certificate Expiry Tracking
WebRun checks Awery for carrier records with insurance certificates expiring in the next 30 days, drafts renewal reminder emails to each carrier, and logs expiry dates in Google Sheets so your compliance team is never caught off-guard.
AweryGmailGoogle Sheets
Kipu Health Automated Claim Denial Worklist
WebRun checks Kipu Health and QuickBooks daily for denied claims, categorizes each denial by reason code, and posts a prioritized appeal worklist to Slack so your billing team tackles the highest-value denials first.
Kipu HealthQuickBooksSlack
Automated Cargo Claim Tracking and Follow-Up
WebRun monitors open cargo claims linked to YardView yard incidents, posts a weekly status digest to Slack for your claims team, and drafts status-request emails to carriers where a response is overdue.
YardViewSlackGmail
KORONA POS Automated Daily Sales Digest
Every evening, WebRun pulls the day's totals from KORONA POS, formats a clean summary by category, and posts it to your Slack channel so you always know where you stand.
KORONA POSSlack
Tire Guru Automated Daily Sales Digest
Every evening, WebRun pulls the day's sales totals from Tire Guru, summarizes revenue by category and technician, and posts the digest to your Slack channel.
Tire GuruSlack
Automated Telehealth Care Gap Outreach
WebRun identifies patients in your care gap list who have not had a required telehealth visit or screening in the past year, drafts personalized outreach emails in Gmail for staff review, and logs each attempt in Google Sheets.
Doxy.meGmailGoogle Sheets+1
Automated Tax Resolution Compliance Deadline Tracking
WebRun scans all active cases in Canopy for upcoming compliance deadlines, cross-references them with your Google Calendar, and posts a weekly countdown to Slack so nothing catches you off guard.
CanopyGoogle CalendarSlack
Automated Subbly Cancellation Survey Follow-Up Drafts
Every morning, WebRun reads the latest Subbly cancellation reasons, identifies actionable responses, and drafts a personalised save attempt email in Gmail for each canceller whose reason you can address.
SubblyGmailGoogle Sheets
Automated Vendor Invoice Data Entry from Email
When a vendor invoice arrives by email, WebRun reads the key details, cross-checks them against your Chargebee subscriptions, and creates a draft QuickBooks bill entry for your accountant to review.
GmailChargebeeQuickBooks
Automated RICS Software End-of-Day Reconciliation
Every evening, WebRun pulls the day's cash, card, and gift card totals from RICS Software, compares them to your expected figures, and posts a reconciliation summary to Slack so you catch variances before locking up.
RICS SoftwareSlackQuickBooks
Inntopia Automated Season Pass Holder Onboarding
When a new season pass is purchased in Inntopia, WebRun drafts a personalized welcome email with resort tips and essential links, and adds the new holder to your onboarding sequence in Mailchimp.
InntopiaGmailMailchimp
PointClickCare Automated Appointment Confirmation Drafts
WebRun checks PointClickCare each weekday for specialist or off-site appointments scheduled for the next two days, and drafts a confirmation message for each resident's responsible party for your care team to review before sending.
PointClickCareGoogle CalendarGmail
Printavo Automated Blank Garment Reorder Alerts
Every morning, WebRun checks your Printavo jobs for garment requirements against your stock tracker in Google Sheets and posts a reorder alert to Slack when supplies are running low.
PrintavoGoogle SheetsSlack
ScrapRight Automated Commodity Price Update Notices
When you update commodity prices in ScrapRight, WebRun drafts a price-change notice for each active seller account and posts an internal summary to Telegram so your buyers know what changed before the next load arrives.
ScrapRightTelegramGmail
Automated Auto Salvage Contract Renewal Reminders
Every Monday, WebRun reads vendor and service contract expiry dates from a Google Sheet, calculates days to renewal for each, drafts a reminder email via Gmail for contracts expiring within 60 days, and logs the renewal pipeline in Google Sheets for management review.
Car-Part.comGoogle SheetsGmail+1
Automated RV Dealer Compliance Deadline Tracking
Every Monday, WebRun reviews your dealership compliance calendar in Google Sheets, identifies deadlines in the next 30 days, and sends your general manager a Slack briefing with each item, owner, and days remaining.
IDS AstraGoogle SheetsSlack
Cropster Automated Wholesale Reorder Reminders
WebRun checks your Cropster order history each week, finds wholesale accounts overdue for a reorder based on their usual cadence, and drafts a friendly reminder email in Gmail for each account, ready for your approval.
CropsterMailchimpSlack
Automated Carrier Claim Tracking for Damaged Returns
Every Monday, WebRun opens ReverseLogix, pulls returns marked as damaged in transit, checks the claim status against your carrier records in Google Sheets, and posts a tracker update to Slack so nothing falls through the cracks.
ReverseLogixGoogle SheetsSlack
Automated Retirement Plan Census Data Collection Chaser
WebRun finds plans in ftwilliam.com whose census submission is overdue, drafts a polite follow-up email for each sponsor, and queues every message for your review before anything is sent.
ftwilliam.comGmailGoogle Sheets
Automated Produce Pro Credit Hold Worklist
Every morning, WebRun pulls all customers on credit hold in Produce Pro, checks their outstanding balance and payment history in QuickBooks, and posts a prioritized worklist to your AR team via Slack.
Produce ProQuickBooksTelegram
Printful Automated Design Mockup Approval Routing
Every morning, WebRun checks Printful for products with new or updated mockups awaiting approval, compiles a review list in Google Sheets, and sends each approver a DocuSign approval request so your launch timeline stays on track.
PrintfulGoogle SheetsDocuSign
Automated Pizzeria End-of-Day Sales Reconciliation
Each evening, WebRun pulls your Slice order totals, reconciles them against your Stripe settlement, flags any gap, and posts the result to Telegram so you can close out confidently.
SliceStripeTelegram
Automated PI Agency Compliance Deadline Tracking
WebRun monitors your compliance calendar in Google Sheets each Monday and posts a deadline alert to Slack covering insurance renewals, state registration filings, data retention deadlines, and any other regulatory due dates your agency tracks.
CROSStraxGoogle SheetsSlack+1

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