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 Therap Appointment Confirmation Drafts
Before each week begins, WebRun checks Therap for upcoming medical and specialty appointments, drafts confirmation messages for the care coordinator to review, and logs confirmed appointments to Google Calendar.
Automated Heavy Haul Accessorial Charge Audit
WebRun reviews completed move invoices in QuickBooks against your standard accessorial rate schedule and flags any charge that falls outside your contracted rates, so your billing team can correct errors before they are sent to customers.
Automated Technician Certification Expiry Tracking
WebRun checks your technician certification records in Google Sheets, flags anyone expiring within 60 days, and posts a renewal alert to Slack so your service manager can act before a lapse.
Automated Etsy Abandoned Cart Follow-Up Drafts
Every morning, WebRun identifies shoppers who favourited or carted your Etsy items but did not purchase, checks Marmalead for the keyword demand behind those items, and drafts a coupon-led follow-up message in Mailchimp for your approval.
ECRS CATAPULT Automated Daily Sales Digest
Every morning, WebRun pulls the prior day's sales totals from ECRS CATAPULT, summarises department performance, and sends a clean digest to your email so you always know where you stand.
Automated Ghost Kitchen Daily Sales Digest
Every evening, WebRun pulls order totals from Otter across every virtual brand and channel, then posts a clean summary to Slack so you start each day knowing exactly where revenue landed.
Encompass Automated Backorder Status Digest
Every morning, WebRun pulls open backorders from Encompass, groups them by customer and ETA, and posts a clear status digest to your ops channel in Slack.
Wherefour Automated Backorder Status Digest
WebRun pulls every open backorder from Wherefour each morning, groups lines by customer and expected ship date, and sends a concise digest to a Telegram group so your customer service team can set expectations without digging through the ERP.
Automated EV Technician Certification Expiry Tracking
WebRun checks your field technician certification records each week, flags anyone whose EV or electrical qualification is expiring within 60 days, and posts a clear alert to your ops manager in Slack so renewals are booked on time.
Automated Estate Distribution Approval Routing
When a distribution is logged in EstateExec, WebRun checks the amount, identifies the approving trustee or attorney, and drafts an approval request for them to review before any funds are released.
Automated Lease Application Pipeline Digest
Every morning, WebRun scans the Odessa originations queue, summarises the status of every in-flight application, and delivers a pipeline digest to your originations team via Slack so no deal stalls without someone noticing.
Automated Environmental Certification Expiry Tracking
WebRun scans your staff certification records in Google Sheets, identifies licences and certifications expiring within 90 days, and alerts the right team member and manager in Slack before anything lapses.
Automated EHS Audit Finding Follow-Up Drafts
Every Monday, WebRun checks VelocityEHS for corrective actions from completed audits that are overdue or approaching their due date, and drafts a follow-up email to each client contact to keep findings on track.
Automated Reviewer Certification Expiry Tracking
WebRun reads reviewer certification expiry dates from a Google Sheet, sends a Twilio SMS reminder when a certification is nearing expiry, and logs the status to keep your team audit-ready.
Automated Dumpster Fleet Certification Expiry Tracking
Every Monday, WebRun checks your driver CDL and vehicle registration expiry dates against a master Google Sheet and posts an alert to Slack listing anyone expiring within 60 days, so compliance never sneaks up on you.
Automated Drone Pilot Certification Expiry Tracker
WebRun checks your pilot certification records each week, flags any FAA Part 107, TRUST, or equipment certifications expiring within 60 days, and pings the team in Slack with exactly who needs to renew and by when.
Whiskey Systems Automated Barrel Aging Inventory Report
Every Monday, WebRun pulls your full barrel inventory from Whiskey Systems, calculates age and estimated angel's share loss for each barrel, and posts a rackhouse digest to Slack with barrels approaching your target age.
Automated Accessorial Charge Audit for Freight
WebRun reviews completed loads in Truckbase for accessorial events such as liftgate, layover, driver assist, and fuel surcharge, checks whether each charge was invoiced, and logs any missing charges to a Google Sheet for billing review.
Automated Dental Lab Backorder Status Digest
WebRun checks your supplier portals and Evident each morning, collects the latest status on every backordered material, and posts a concise digest to your Slack lab channel so no one has to chase suppliers manually.
PDI Technologies Automated Age-Restricted Compliance Flags
WebRun reviews PDI Technologies transaction logs daily for tobacco and alcohol sales without a valid ID-scan event, and sends your compliance team a same-day Telegram alert.
Automated Local Line CSA Share Renewal Drafts
A few weeks before your CSA season closes, WebRun finds members whose subscriptions are expiring in Local Line, drafts a personalized renewal invitation in Gmail for each one, and leaves every email ready for your review.
MeridianLink Automated Loan Approval Routing
When a loan application in MeridianLink reaches the approval stage, WebRun reads the loan details, drafts an approval routing notification for the correct officer, and posts the pending decision to your lending team Slack channel.
Automated Payer Enrollment Status Digest
WebRun checks Modio Health for each provider's open payer enrollment applications, compiles a status digest, and posts it to Slack so your team always knows where every application stands.
Automated Court Reporter Certification Expiry Tracking
WebRun reviews reporter certification records in ReporterBase, flags any certifications expiring within 60 days, and posts a renewal reminder list to Slack so your team can act before a reporter becomes ineligible.
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