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 RV Technician Certification Expiry Tracking
Every Monday, WebRun checks your RV technician certification records in a Google Sheet against expiry dates and sends the service manager a Slack alert for every cert expiring in the next 60 days.
Automated Coffee Roaster Credit Hold Worklist
Every morning, WebRun cross-checks pending Cropster orders against your QuickBooks credit-hold list and sends a Slack worklist to your ops team so no order ships to a held account by mistake.
Automated Asset Recovery Value Digest for Returns
Every Monday, WebRun opens ReverseLogix, totals the recovered value from the past week's dispositions (resale, refurbish, scrap), and sends a summary to your finance and ops leads so they see the program's return on recovery.
Automated Retirement Plan Document Approval Routing
When a plan document is ready for sign-off in ftwilliam.com, WebRun identifies the approver, prepares a DocuSign envelope, and notifies the reviewer in Slack so nothing sits waiting in a queue.
Automated Produce Pro Backorder Status Digest
Every morning, WebRun pulls all open backorders from Produce Pro and posts a concise digest to your operations Slack channel, so the team starts the day knowing exactly which orders are still short and by how much.
Printful Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's orders from Printful, tallies revenue by product and store, and posts a clean digest to your Slack channel so you start the day knowing exactly where sales stand.
Automated Slice Pizzeria Daily Sales Digest
Each morning, WebRun pulls the previous day's order totals from Slice, channel by channel, and posts a clean summary to Slack so your whole team knows where you stand.
Automated CROSStrax Daily Case Status Digest
Every morning, WebRun pulls the latest status from every active case in CROSStrax and posts a structured digest to your team Slack channel so everyone knows where every job stands.
Automated Spektrix New Subscriber Onboarding
When a new season subscription is recorded in Spektrix, WebRun drafts a personalised welcome email in Gmail and logs the subscriber's details to a Google Sheet so your team can track onboarding progress.
Automated Pediatric Appointment Confirmation Drafts
WebRun checks Office Practicum each afternoon for next-day appointments, drafts a confirmation message for each family, and queues the drafts in Gmail and Twilio for your front desk to review and send.
IRIS CRM Automated Application Status Digest
Every morning, WebRun checks IRIS CRM for applications whose status changed in the last 24 hours, and sends each agent a personal Telegram message listing their applications that were approved, declined, or pended.
Automated Oral Surgery Appointment Confirmation Drafts
WebRun checks DSN Software each evening for surgical appointments the next day, drafts a personalized confirmation message for each patient, and queues them for front-desk review before anything is sent.
Automated Nephrology Appointment Confirmation Drafts
Two days before each nephrology appointment, WebRun pulls the schedule from Acumen, drafts a confirmation message for each patient, and queues the drafts in Gmail for staff to review and send.
Automated Artist Contract Collection Chaser
WebRun checks Prism.fm daily for shows with unsigned contracts and sends a DocuSign reminder for each outstanding envelope, logging the status in Google Sheets so your team can see exactly which deals are still unsigned.
Automated Music Store Consignment Payout Digest
Every month, WebRun pulls all consignment sales from RAIN POS, calculates each consignor's payout based on your split, logs the figures to a Google Sheet, and drafts a payout summary email in Gmail for each consignor ready for your approval.
Automated Museum New Member Onboarding
When a new membership is sold in Blackbaud Altru, WebRun creates the constituent record, drafts a personalised welcome email in Gmail, adds the member to the right Mailchimp onboarding sequence, and notifies the membership team in Slack.
Automated Vista Concession Stock Reorder Alerts
Every morning, WebRun checks concession inventory levels in Vista against your reorder thresholds and texts the manager on duty via Twilio when any item drops below par.
Automated MCA ACH Remittance Reconciliation
Every morning, WebRun pulls ACH settlement data from Centrex, matches each remittance to its advance, flags mismatches, and posts a clean reconciliation digest to Slack so your team starts the day knowing exactly what cleared.
Automated LTL Accessorial Charge Audit
WebRun compares accessorial charges on incoming LTL freight invoices against the tariff rules and accessorial schedules in SMC3, flags overcharges, and logs a dispute worklist to Google Sheets.
Automated Surveyor Certification Expiry Tracker
WebRun checks your team's professional license and certification expiry dates every Monday and posts a colour-coded alert list to Slack so renewals never sneak up on you.
Automated Patent Annuity Payment Reminders
WebRun checks Anaqua for patent annuities due in the next 30 days, drafts a reminder email for each client, and queues them for attorney review before anything is sent.
Automated Fund Document Approval Routing
When a new fund report or investor notice is ready in Juniper Square, WebRun drafts an approval routing package, sends it to the right GP reviewer, and tracks sign-off status so nothing is published without the required approvals.
Automated Intermodal Accessorial Charge Audit
WebRun reviews incoming intermodal freight bills in Rail Command against contracted rates, flags any accessorial charge that exceeds your rate agreement or lacks a valid reason code, and logs disputes for your finance team in Google Sheets.
EZLynx Automated Application Status Daily Digest
Every morning, WebRun checks EZLynx for all open policy applications, compiles the current status for each, and posts your team a Slack digest grouped by producer so nothing stalls unnoticed.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.