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.
Wherefour Automated COA Document Chaser
Every morning, WebRun scans incoming raw material receipts in Wherefour that lack an attached certificate of analysis, identifies the supplier contact for each, drafts a polite COA request email in Gmail, and logs the outstanding COAs to a Google Sheet so your QA team has a complete chase list for the day.
Automated EV Charging Compliance Deadline Tracking
WebRun reviews your compliance calendar each week, flags upcoming regulatory deadlines such as AFIR reporting or OCPP certification renewals, checks which AMPECO stations are affected, and posts a prioritised alert to your compliance manager in Slack.
Automated Estate Asset Inventory Gap Tracking
Every week, WebRun checks the asset inventory in EstateExec for gaps such as missing valuations or titles, and sends the executor a list of what still needs to be collected.
Automated Equipment Lease Approval Routing
When a new lease application arrives in Odessa, WebRun reads the deal size and type, drafts an approval routing memo in DocuSign, and pings the right credit officer in Slack so no deal waits for manual triage.
Automated EHS Compliance Deadline Tracking
WebRun reviews all EHS compliance obligations in Locus Technologies across your client portfolio, flags deadlines due within 45 days, and delivers a ranked action list to your compliance team each week.
Automated EHS Certification Expiry Tracking
Every Monday, WebRun checks your team's certification expiry dates, flags any that expire within 60 days, and posts a renewal reminder list to Slack so no credential lapses unnoticed.
Automated eDiscovery Compliance Deadline Tracking
WebRun reads compliance and court deadlines from Google Sheets, cross-checks progress in Relativity, and sends a weekly priority digest to Slack with days remaining for each obligation.
Automated Dumpster Fleet Compliance Deadline Tracker
Every Monday, WebRun reads upcoming regulatory deadlines from a Google Sheet, checks which vehicles and jobs are affected in Starlight Software, and posts a prioritized compliance alert to Telegram so your team knows what to act on this week.
Automated Drone FAA Waiver and Compliance Deadline Tracker
WebRun tracks your FAA waiver applications, LAANC authorisations, and insurance renewal deadlines, posting a weekly compliance alert to Slack so nothing lapses without warning.
Whiskey Systems Automated Customer Reorder Reminders
Every week, WebRun checks Whiskey Systems for accounts whose last order was 45 or more days ago, drafts a reorder nudge email in Gmail for each, and logs the outreach list to a Google Sheet.
Automated Cargo Claim Deadline Tracking
WebRun reviews open cargo claims in your Google Sheet claim register, checks each claim's age against the filing deadline, and posts a weekly Slack alert listing any claims approaching their cutoff so your team can act in time.
Automated Dental Lab Credit Hold Account Worklist
Every morning, WebRun reads Evident for doctor accounts on credit hold, checks their outstanding balance in QuickBooks, and posts a worklist to Slack so your billing team knows which cases to pause and which accounts to call before the day's production begins.
PDI Technologies Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's sales totals from PDI Technologies, rolls them up by site and category, and posts a clean digest to your Slack channel.
Automated Local Line Daily Sales Digest
Every morning, WebRun opens Local Line, tallies the previous day's orders and revenue by product, and posts a clean summary to your Slack channel so the whole team starts the day aligned.
MeridianLink Automated CD Maturity Reminders
Every morning, WebRun checks MeridianLink for certificates of deposit maturing within 14 days, drafts a renewal-options notice for each member, and posts your retail team a maturity calendar in Google Sheets.
Automated Credentialing Approval Packet Routing
WebRun checks Modio Health for completed provider files ready for approval, drafts a routing cover note for each, and queues them in DocuSign for the correct reviewing authority to sign.
Automated Court Reporting Transcript Deadline Tracking
WebRun reviews open jobs in ReporterBase for court-ordered or stipulated transcript delivery deadlines, flags any at risk, and posts a prioritized deadline list to Slack every morning.
Automated LoanPro Loan Approval Routing
When a loan application reaches approval stage in LoanPro, WebRun reads the loan amount, credit tier, and product type, determines the correct approval authority based on your routing rules, and drafts an approval notification for the assigned reviewer so decisions happen without manual triage.
Automated Coffee Shop End-of-Day Reconciliation
Each evening, WebRun pulls your POS totals, matches them against your Stripe deposits, and posts a reconciliation digest to Slack so you catch any discrepancy before the next morning.
Automated Clinical Trial Care Gap Outreach Drafts
WebRun checks RealTime-CTMS weekly for enrolled subjects who are overdue on a protocol-required assessment, drafts a coordinator-approved outreach email for each, and logs every gap in Google Sheets.
Automated Emissions Report Approval Routing
When a new emissions report is ready in Persefoni, WebRun checks the report type, drafts a sign-off request email to the right approver via Gmail, and posts a Slack reminder so nothing sits waiting for a signature past your disclosure deadline.
Carta Automated 83(b) Election Deadline Tracking
When a new restricted stock grant is issued in Carta, WebRun calculates the 30-day 83(b) election deadline, creates a Google Calendar event, and drafts an alert email for your legal team to review and forward to the new stockholder.
Automated Calibration Certificate Delivery Drafts
When IndySoft marks a calibration as complete, WebRun drafts a certificate delivery email in Gmail so your team can review and send it with one click.
Automated Bowling Center POS Reconciliation
Every evening, WebRun pulls register totals from Conqueror X, matches them against QuickBooks, flags any discrepancy, and posts a reconciliation summary to Slack.
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