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 LoanPro Application Pipeline Digest
Every morning, WebRun opens LoanPro, pulls all in-flight loan applications, groups them by stage, flags any applications stalled without activity for more than two days, and posts a pipeline status digest to your originations team in Slack.
Automated Coffee Shop Daily Sales Digest
Every morning, WebRun pulls yesterday's sales from your POS, compares it to the same day last week, and sends a clean digest to your Slack channel before you open the doors.
Automated Clinical Trial Visit Confirmation Drafts
WebRun checks RealTime-CTMS each afternoon for study visits scheduled in the next 48 hours and drafts a confirmation message for each subject, ready for coordinator review and send.
Automated Climate Submission Status Digest
Every morning, WebRun checks the status of your active climate framework submissions in Persefoni and on the CDP platform, then posts a concise status digest to your team via Slack so everyone knows what is submitted, in progress, or still outstanding.
Carta Automated 409A Valuation Renewal Tracking
WebRun tracks your 409A expiry date in Carta, alerts your team in Slack when renewal is due, and drafts a request to your valuation provider so you never issue options on a stale valuation.
Automated Calibration Due Date Reminders
WebRun checks IndySoft daily for instruments approaching their calibration due date and drafts reminder emails to asset owners so nothing slips past its interval.
Automated Bowling Center Daily Sales Digest
Every morning, WebRun pulls the previous day's sales from Conqueror X, totals revenue by category, and posts a clean digest to your Slack channel.
Automated Bookstore Author Event RSVP Confirmations
When a customer RSVPs for an author event through your booking form, WebRun drafts a personalised confirmation and adds the attendee to your Google Sheet event list so nothing slips through.
Automated Beverage Distributor Backorder Status Digest
Every morning, WebRun pulls open backorders from VIP, checks expected availability dates, and sends each account rep a concise digest so they can update customers before the phone rings.
Automated Bail Agent Certification Expiry Tracker
WebRun reviews your agent certification records in Google Sheets each week and cross-checks them against Captira, then posts a Slack digest listing every license and continuing education requirement expiring in the next 90 days.
Automated Axe Throwing Abandoned Booking Recovery
Every day, WebRun identifies incomplete bookings in ROLLER from the past 48 hours and drafts a friendly win-back email in Gmail with a direct link back to the checkout.
Automated Auto Transport Accessorial Charge Audit
WebRun reviews completed loads in Super Dispatch weekly, checks for accessorial charges like fuel surcharges, storage, and additional stops, cross-references them against your rate card in Google Sheets, and flags any discrepancy for your review.
Automated RouteOne Application Status Digest
Every evening, WebRun checks the status of every open credit application in RouteOne for each dealer, compiles a per-dealer status digest, and posts a summary to your internal Slack channel so your dealer services team can field calls the next morning fully briefed.
Automated ASC Appointment Confirmation Drafts
WebRun checks HST Pathways for surgical cases scheduled in the next 48 hours, drafts a personalized confirmation message for each patient in Twilio, and queues them for staff to review and approve before anything is sent.
Automated Amazon Account Health Monitoring
Every morning, WebRun opens Amazon Seller Central's Account Health dashboard, checks your Order Defect Rate, Late Shipment Rate, and policy violations, and sends a Telegram alert for any metric approaching the danger threshold.
Automated Alarm Technician Certification Expiry Tracking
WebRun monitors technician certification and license expiry dates in a Google Sheet, posts a weekly alert to your Slack operations channel, and drafts renewal reminder messages so no field tech is sent to a job with a lapsed credential.
Automated Air Cargo Accessorial Charge Audit
WebRun compares accessorial charges on carrier invoices in QuickBooks against the approved tariffs stored in Awery, flags discrepancies above your tolerance threshold, and logs the findings in Google Sheets for your finance team to dispute.
Kipu Health Automated Appointment Confirmation Drafts
WebRun checks Kipu Health each afternoon for tomorrow's appointments, drafts a confirmation message for each patient for staff review, and posts a send-ready queue to Google Sheets so your front desk can approve and dispatch in one pass.
Net Health Wound Care Provider Utilization Report
WebRun compiles a weekly provider utilization report from Net Health WoundExpert, showing visit volume, new patient intake, and active caseload per clinician, and posts it to your program director in Slack and a Google Sheets dashboard so workload is balanced proactively.
Net Health Wound Care Prior Authorization Tracking
WebRun checks Net Health WoundExpert daily for wound care patients whose prior authorizations are expiring or already expired, logs each case to a tracker, and posts a daily digest to your billing team so no visit runs without coverage.
Net Health Wound Photo Documentation Completeness Check
WebRun checks Net Health WoundExpert daily for completed wound care visits that are missing required wound photo documentation, and posts a completeness worklist to your clinical team so gaps are closed before billing.
Net Health Automated Wound Care No-Show Report
Every evening, WebRun checks Net Health WoundExpert for wound care patients who missed their scheduled visit, logs each no-show with reason and appointment details, and posts a summary to your team so rescheduling can begin first thing tomorrow.
Net Health Wound Care Referral Intake Routing
WebRun monitors Net Health WoundExpert for incoming wound care referrals, reads the wound type and insurance, and posts a routing recommendation to your intake coordinator in Slack so the right clinician is assigned within hours of arrival.
Net Health Automated Healing Stall Worklist
WebRun reviews your Net Health WoundExpert caseload every morning, identifies patients whose wounds have not improved over the past two visits, and queues them into a prioritized follow-up worklist for your clinicians.
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