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 Spektrix Daily Sales Digest
Every morning, WebRun opens Spektrix, pulls yesterday's ticket sales by event and channel, and posts a clean summary to your team's Slack channel.
Automated Pediatric Vaccine Care Gap Outreach
WebRun reviews your patient panel in Office Practicum each week for children with overdue or missing vaccines, drafts personalized outreach messages for each family, and queues them in Gmail for your care coordinator to review before sending.
IRIS CRM Automated Application Approval Routing
When a merchant application in IRIS CRM moves to Pending Approval, WebRun reads the risk tier and deal size, identifies the right approver, and sends them a Slack or email summary with all the details they need to decide.
Automated Oral Surgery Care Gap Outreach Drafts
WebRun scans DSN Software each week for patients with a recommended follow-up procedure that is overdue, drafts a care-gap outreach message for each, and queues them for clinician review before any patient is contacted.
Automated CKD Care Gap Outreach Drafts
WebRun scans Acumen weekly for CKD and ESKD patients missing key quality measures, drafts a care gap outreach message for each, and queues the drafts for clinical staff to review before any contact is made.
Automated Music Venue Promoter Onboarding Kickoff
When a new promoter is added in Prism.fm, WebRun creates their contact record, drafts a welcome email in Gmail, sends a Slack notification to the booking team, and adds a kickoff task to the team calendar so nothing is forgotten.
Automated RAIN POS Daily Sales Digest
Every evening, WebRun pulls the day's sales totals from RAIN POS, tallies revenue by category, and posts a clean digest to Slack so your team closes every shift knowing exactly where they landed.
Automated Museum Admissions Daily Digest
Every morning, WebRun pulls yesterday's admissions counts, ticket revenue, and membership sales from Blackbaud Altru and posts a clean summary to your team's Slack channel.
Automated Vista Daily Box Office Digest
Every morning, WebRun pulls yesterday's ticket sales from Vista, tallies revenue by title and screen, and posts a clean digest to Slack before the first shift starts.
Automated MCA Application Pipeline Digest
Every afternoon, WebRun opens Centrex, counts applications in each stage of your origination pipeline, flags stalled files, and posts a concise pipeline digest to Slack so your origination team always knows where the day stands.
Automated LTL Cargo Claim Status Tracking
WebRun monitors your open LTL cargo claims, checks for carrier acknowledgment and settlement status, logs updates in Google Sheets, and posts a weekly claim status summary to Slack.
Lightspeed Automated End-of-Day Reconciliation
Every evening, WebRun compares your Lightspeed end-of-day sales totals against expected cash and card receipts, flags any discrepancies, and posts the reconciliation summary to a Google Sheet and Slack.
Automated Survey Client Onboarding Kickoff
When a new survey project is confirmed, WebRun creates the project record in Carlson Software, sends the client a welcome email with next steps, and routes the signed engagement letter through DocuSign for your review before it goes out.
Automated Patent Compliance Deadline Tracking
WebRun checks Anaqua AQX daily for PCT chapter II deadlines, national phase entry dates, and other statutory compliance windows, then posts a ranked tracker to Slack and updates a Google Sheet.
Automated Juniper Square Capital Call Notices
WebRun reads your upcoming capital call in Juniper Square, drafts a personalized notice for every LP with the correct amount and wire instructions, and queues each one for your review before sending.
Automated Intermodal Cargo Claim Tracking
WebRun monitors your open intermodal cargo claims in Rail Command and Google Sheets, flags any claim that has not received a carrier response within 30 days, and drafts a follow-up to the carrier for your review.
EZLynx Automated Endorsement Approval Routing
Every morning, WebRun finds open endorsement and policy change requests in EZLynx, drafts an approval routing summary for each, and posts the right approver a Slack message so nothing waits more than a day.
Automated Therap Billable Unit Utilization Digest
Every week, WebRun checks Therap for each individual's authorized versus delivered billable units, flags anyone trending over or under their authorization, and sends a utilization digest to the billing team.
Automated Axle Weight Compliance Checking
WebRun reviews your upcoming ProMiles loads against permitted axle weight limits, flags any configuration that exceeds jurisdiction thresholds, and alerts your compliance team in Slack so weight adjustments happen in the yard, not at a weigh station.
Automated Equipment Dealer Compliance Tracking
WebRun checks your compliance deadline register in Google Sheets, cross-references active licenses in e-Emphasys, and posts a weekly action list to Slack so your compliance officer is always ahead of every filing.
Automated Etsy Daily Sales Digest
Every morning, WebRun pulls your Etsy orders and Marmalead keyword data, summarises revenue, top sellers, and trending search terms, then posts the digest to Slack.
ECRS CATAPULT Automated End-of-Day Reconciliation
Every evening, WebRun pulls ECRS CATAPULT end-of-day totals, compares them to QuickBooks, flags any discrepancy, and posts a concise reconciliation digest to Slack for the store manager.
Automated Ghost Kitchen Daily Revenue Reconciliation
Every evening, WebRun pulls Otter order totals, matches them against QuickBooks income records for the day, and posts a reconciliation digest to Slack flagging any gap that needs attention.
Encompass Automated Credit Hold Worklist
Every morning, WebRun pulls accounts on credit hold from Encompass, checks their balance and aging in QuickBooks, and posts a prioritized worklist to your AR team in Slack.
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