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.

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All categories
Automated Loop Returns Customer Status Update Drafts
Every morning, WebRun checks Loop Returns for returns that have changed status overnight, drafts a status update email for each customer, and queues them in Gmail as unsent drafts for your team to review and send.
Loop ReturnsGmail
Automated Lightspeed Vendor PO Follow-Up Drafts
Every Monday, WebRun finds purchase orders in Lightspeed that are past their expected delivery date and drafts a follow-up email to each vendor for your buyer to review and send.
LightspeedGmail
Automated Lightspeed Top Seller Weekly Report
Every Monday, WebRun opens Lightspeed, ranks last week's products by revenue and units sold, and posts a top-seller report to Slack so you know exactly what to keep stocked and promote.
LightspeedSlack
Automated Lightspeed Staff Sales Leaderboard
Every Monday, WebRun pulls last week's sales by employee from Lightspeed and posts an anonymized leaderboard to Slack so your team stays motivated and managers spot coaching opportunities.
LightspeedSlack
Automated Lightspeed Shrinkage Variance Report
Every Monday, WebRun compares Lightspeed's expected inventory levels to the most recent physical count data and logs the variance report to Google Sheets so your manager can investigate shrinkage by category.
LightspeedGoogle Sheets
Automated Lightspeed Price Margin Anomaly Flags
Every Monday, WebRun scans Lightspeed for items sold below their cost or at margins outside your set thresholds and logs a flagged anomaly list to Google Sheets for your manager to investigate.
LightspeedGoogle Sheets
Automated Lightspeed New Store Onboarding Checklist
When you add a new store location in Lightspeed, WebRun works through the essential setup checklist: taxes, payment types, registers, employee accounts, and initial inventory import, logging progress to a Google Sheet so nothing is missed.
LightspeedGoogle Sheets
Automated Lightspeed Loyalty Points Expiry Reminders
Every Monday, WebRun finds customers in Lightspeed whose loyalty points are expiring within 30 days and drafts a reminder email for each one for your team to review and send before their points disappear.
LightspeedMailchimp
Automated Lightspeed Retail Low-Stock Alerts
Every morning, WebRun checks Lightspeed for items at or below their reorder point and posts a prioritized low-stock alert to Slack so your buyer can act before you run out.
LightspeedSlack
Automated Lightspeed Layaway Pickup Reminders
Every morning, WebRun checks Lightspeed for layaway orders with pickup or final payment due in the next 7 days and drafts a personalized reminder email for each customer for your team to review and send.
LightspeedGmail
Automated Lightspeed End-of-Day Reconciliation
Every evening, WebRun opens Lightspeed, pulls the end-of-day close totals for each payment type, compares them to expected figures, and logs any variances to Google Sheets for your manager to review.
LightspeedGoogle Sheets
Automated Lightspeed Dead Stock Markdown Flags
Every Monday, WebRun scans Lightspeed for items with zero sales in 60 or more days, groups them by value, and posts a markdown-candidate list to Slack so you can free up shelf space and cash.
LightspeedGoogle Sheets
Automated Lightspeed Retail Sales Digest
Every morning, WebRun opens Lightspeed, pulls yesterday's sales totals, top products, and transaction count, then posts a clean digest to Slack so your team starts the day with the numbers.
LightspeedSlack
Automated Lightspeed Customer Winback Email Drafts
Every Monday, WebRun finds customers in Lightspeed who have not purchased in 90 or more days and drafts a personalized winback email for each one for your team to review and send.
LightspeedGmail
Automated TouchBistro Food Waste Tracking Report
Every morning, WebRun opens TouchBistro, reads the prior day's waste or spoilage entries, tallies the cost of wasted items by category, and appends a waste report to Google Sheets so owners can track trends and reduce unnecessary losses.
TouchBistroGoogle Sheets
Automated TouchBistro Void and Refund Anomaly Flags
Every morning, WebRun opens TouchBistro, reviews the previous day's void and refund transactions, flags anything above your threshold or tied to one staff member, and posts an anomaly alert to Slack for manager review.
TouchBistroSlack
Automated TouchBistro Staff Punctuality Report
Every Monday, WebRun opens TouchBistro, reads the prior week's clock-in records, compares each staff member's actual clock-in time to their scheduled start, and posts a punctuality summary to Google Sheets so managers can identify patterns and act.
TouchBistroGoogle Sheets
Automated TouchBistro Speed of Service Tracking
Every morning, WebRun opens TouchBistro, reads ticket times from the previous day, identifies the slowest periods, and posts an actionable speed-of-service report to Google Sheets so managers can coach the right shifts.
TouchBistroGoogle Sheets
Automated TouchBistro Online Order Error Follow-Up
Every morning, WebRun opens TouchBistro, checks the prior day's online orders for any that failed, were cancelled, or show errors, and drafts a follow-up notification for your review so no guest is left without a resolution.
TouchBistroGmail
Automated TouchBistro New Location Onboarding Kickoff
When you open a new location, WebRun opens TouchBistro and your project Notion page, works through a structured onboarding checklist covering menu setup, staff roles, payment types, and report configuration, and drafts a go-live summary for owner sign-off before the location goes live.
TouchBistroNotion
Automated TouchBistro Menu Mix Report
Every Monday, WebRun opens TouchBistro, reads the prior week's menu mix data showing how often each item sold and its contribution to revenue, and posts a ranked report to Slack so owners can see what is working and what to cut.
TouchBistroSlack
Automated TouchBistro Low Stock and 86 Alerts
Every morning and midday, WebRun checks TouchBistro inventory levels, identifies any item close to running out, and posts an 86-alert to your Slack channel so staff can prep, substitute, or pull the item before guests order it.
TouchBistroSlack
Automated TouchBistro Labor vs. Sales Monitoring
Every morning, WebRun pulls the prior day's labor hours and sales totals from TouchBistro, calculates labor cost as a percentage of sales for each daypart, and posts an alert to Slack when any daypart exceeded your target ratio.
TouchBistroSlack
Automated TouchBistro End of Day Reconciliation
Every night, WebRun opens TouchBistro, reads the day's closing totals across all payment types, compares them to expected figures, and posts a reconciliation summary to Google Sheets so your bookkeeper has a clean daily record without any manual data entry.
TouchBistroGoogle Sheets

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