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 Bookmanager Daily Sales Digest
Every evening, WebRun pulls the day's sales totals from Bookmanager, formats a clear digest by category and staff member, and posts it to your Slack channel.
Automated Beverage Distributor Credit-Hold Worklist
Every morning, WebRun pulls all accounts currently on credit hold from VIP, summarizes why each was placed on hold, and posts a prioritized worklist to Slack so your credit team can make release decisions before orders are affected.
Automated Bail Bond Contract Renewal Reminders
WebRun reviews Captira each week for bonds with indemnity agreements approaching their annual review date, and drafts a renewal notice for each indemnitor so your agents can keep every file current.
Automated Axe Throwing Booking Confirmation Emails
When a new booking is made in ROLLER, WebRun drafts a detailed confirmation email in Gmail with session details, arrival instructions, and waiver links for your review.
Automated Auto Transport Cargo Claim Tracking
WebRun monitors your open cargo claims in Super Dispatch weekly, checks the age and status of each claim, logs them in Google Sheets, and sends a Telegram summary so nothing stalls without you noticing.
Automated RouteOne Credit Application Routing
WebRun reviews new credit applications submitted through RouteOne each morning, scores each by loan amount, LTV, and dealer tier, and drafts a routing summary with a recommended analyst assignment for your credit manager to confirm.
Automated ASC Block Time Utilization Digest
Every Monday, WebRun pulls block time utilization data from HST Pathways, calculates utilization rates by surgeon and room, and posts a concise digest to Slack so leadership can spot underused blocks and make scheduling decisions.
Helium 10 Automated Buy Box Loss Alerts
Every hour, WebRun checks Helium 10 Alerts for Buy Box changes on your key ASINs and sends an instant Telegram message with the competitor's price and your next-step options.
Automated Alarm Company Compliance Deadline Tracking
WebRun monitors your alarm company's licensing, technician certification, and permit renewal deadlines in a Google Sheet, posts a weekly compliance calendar to Slack, and drafts renewal reminders so nothing lapses quietly.
Automated Air Cargo Claim Tracking and Follow-Up
WebRun monitors open cargo claims in Awery, tracks response deadlines, drafts follow-up messages to insurers or handlers for your approval, and posts a weekly claim status digest to Slack so no claim misses its deadline.
Kipu Health Automated Alumni Care Gap Outreach Drafts
WebRun checks Kipu Health weekly for alumni who have missed check-in milestones or stepped down without scheduling continuing care, drafts a re-engagement outreach for staff review, and posts the care gap list to Slack so your alumni team can act before someone slips through the cracks.
Automated Accessorial Charge Audit for Carrier Invoices
WebRun compares accessorial line items on carrier invoices in QuickBooks against the actual activity logs in YardView, flags any charge not supported by a yard record, and posts a weekly dispute-ready audit list to Google Sheets.
KORONA POS Automated Age-Verification Compliance Alerts
Every morning, WebRun scans KORONA POS for tobacco and vape transactions where the age-verification prompt was bypassed or skipped, and posts a flagged compliance report to Slack so management can act before a fine lands.
Tire Guru Automated Appointment Confirmation SMS
Every morning, WebRun reads tomorrow's appointments from Tire Guru's Bay Scheduler, drafts a personalized confirmation SMS for each customer, and queues them in Twilio for your review before sending.
Automated Doxy.me Appointment Confirmation Drafts
The evening before each appointment, WebRun drafts a confirmation email with the Doxy.me visit link and a quick tech-check tip in Gmail, ready for staff or auto-delivery review before the morning.
Automated Tax Resolution Approval Routing
When a case manager completes a resolution proposal in Canopy, WebRun drafts the approval request, attaches the case summary, and routes it to the correct reviewing partner via Slack.
Automated Subbly Box Inventory Forecast Alerts
Every Monday, WebRun compares your Subbly active subscriber count to current product stock and flags any items that will run short before the next fulfilment date, posting the forecast to Slack.
Automated Chargebee Card Expiry Reminder Drafts
Every Monday, WebRun finds payment cards expiring in the next 30 days in Chargebee and drafts a friendly card-update reminder in Gmail for each affected customer, ready for your team to review.
Automated RICS Software Daily Sales Digest
Every morning, WebRun pulls yesterday's sales from RICS Software, tallies totals by category and staff member, and posts a clean summary to your Slack channel so everyone starts the day informed.
Automated Ski Resort Partner Contract Renewal Alerts
WebRun checks your partnership contracts in Google Sheets against today's date, finds agreements renewing in the next 60 days, and sends the right account manager a Slack reminder with the details.
PointClickCare Automated Admissions Paperwork Follow-Up
WebRun checks PointClickCare each weekday for recent admissions with outstanding consent forms or financial agreements, logs the gaps in a Google Sheet, and drafts a follow-up message for your admissions coordinator to review before sending.
Printavo Automated Art Approval Follow-Ups
Every morning, WebRun finds Printavo jobs waiting on customer art approval, drafts a follow-up message for each, and logs the approval backlog to a Google Sheet so nothing holds up your press.
Automated Scrap Yard Staff Certification Expiry Tracking
Every Monday, WebRun checks your staff certification records in Google Sheets, identifies any that expire within 60 days, and sends an alert to the operations manager in Slack so renewals are arranged in time.
Automated Auto Salvage Certification Expiry Tracker
Every Monday, WebRun checks your yard's certification and licence dates logged in a Google Sheet, calculates days to expiry for each, and posts a prioritised renewal list to Telegram so nothing lapses without warning.
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