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 TouchBistro Drive-Thru Throughput Report
Every morning, WebRun opens TouchBistro, reads drive-thru order counts and ticket times from yesterday, calculates throughput per hour for each service window, and logs the results to a Google Sheet so managers can spot bottlenecks and coach the right shifts.
Automated TouchBistro Daypart Performance Tracking
Every morning, WebRun opens TouchBistro, reads yesterday's sales broken out by daypart, calculates net revenue and transaction count per period, and logs the results to Google Sheets so managers can match staffing to their busiest and slowest windows.
Automated TouchBistro QSR Sales Digest
Every morning, WebRun opens TouchBistro, pulls yesterday's sales totals, net revenue, and top items, and posts a clean digest to your Slack channel so the whole team starts the day informed.
Automated commonsku Sample Request Tracking
Every morning, WebRun checks commonsku for sample requests that have not been fulfilled or updated in the past three days and posts a chase digest to Slack so your team can follow up with suppliers.
Automated commonsku Reorder Campaign Drafts
Every Monday, WebRun checks commonsku for orders delivered six to twelve months ago, drafts a personalized reorder outreach email for each client, and queues them in Gmail for your review and approval.
Automated commonsku Quote Follow-Up Drafts
Every morning, WebRun finds quotes in commonsku that were sent three or more days ago with no client reply, drafts a polite follow-up for each, and saves them in Gmail for your review.
Automated commonsku Proof Approval Follow-Up
Every morning, WebRun scans commonsku for orders awaiting client proof approval, drafts a polite follow-up for each, and queues the messages for your review before anything is sent.
Automated commonsku Presentation Follow-Up Drafts
Every morning, WebRun checks commonsku for client presentations that were sent but not yet opened or responded to, drafts a friendly follow-up for each, and queues them in Gmail for your review.
Automated commonsku Overdue Invoice Chaser
Every Monday, WebRun opens commonsku, finds invoices past their due date, drafts a polite payment reminder for each client, and posts a summary of outstanding balances to Slack.
Automated commonsku Order Status Digest
Every morning, WebRun opens commonsku, pulls all active orders, groups them by stage and in-hands date, and posts a clean status digest to Slack so your team knows exactly what needs attention today.
Automated commonsku New Client Onboarding Kickoff
When a new client is added to commonsku, WebRun drafts a welcome email with key next steps, creates an onboarding checklist in Notion, and posts a kickoff alert to Slack so nothing falls through the cracks.
Automated commonsku Weekly Margin Review Report
Every Monday, WebRun pulls orders closed in the past week from commonsku, calculates the gross margin for each, flags jobs below your target margin, and posts a margin review report to Slack.
Automated commonsku Inventory Program Low-Stock Alerts
Every morning, WebRun checks commonsku for managed inventory programs, identifies items below their reorder point, and posts a low-stock alert to Slack so you can replenish before a client runs out.
Automated commonsku In-Hands Date Risk Alerts
Every morning, WebRun scans commonsku for orders whose in-hands date is within five business days and whose production stage suggests they may not ship in time, then posts a risk alert digest to Slack.
Automated commonsku Monthly Commission Report
On the first Monday of each month, WebRun pulls the previous month's invoiced orders from commonsku, calculates each rep's commission based on your configured rates, and posts a summary digest to Slack.
Automated commonsku Post-Delivery Client Follow-Up
Every morning, WebRun finds orders in commonsku marked as delivered in the past three days, drafts a warm post-delivery check-in email for each client, and queues them in Gmail for your review.
Automated Workiz Unscheduled Lead Worklist
WebRun scans Workiz daily for leads that arrived but were never converted to a scheduled job, and posts a prioritised worklist to Slack so your team can follow up before they go cold.
Automated Workiz Seasonal Promo Email Drafts
WebRun pulls your past customer list from Workiz, drafts a personalised seasonal promotion message for each contact, and queues all drafts for your review before any customer is contacted.
Automated Workiz Review Request Texts
After each job is marked complete in Workiz, WebRun drafts a review-request message for the customer and queues it for your approval before it is sent.
Automated Workiz Recurring Service Reminders
WebRun checks Workiz for clients on recurring maintenance plans, identifies those due for service this week, and drafts a personalised reminder for each one ready for your review.
Automated Workiz Quote Follow-Up Drafts
WebRun scans Workiz for estimates sent but not yet accepted, drafts a polite follow-up message for each prospect, and queues the drafts for your review before anything is sent.
Automated Workiz Overdue Invoice Chaser
WebRun finds all overdue invoices in Workiz, drafts a polite payment reminder for each customer, and flags the largest balances in Slack so you know who to prioritise.
Automated Workiz On-My-Way Text Drafts
WebRun checks each technician's next job in Workiz, drafts a courteous on-my-way text message for the customer, and queues it for a quick human review before it is sent.
Automated Workiz Pressure Washing Lead Routing
WebRun picks up every new Workiz lead, checks your schedule for the nearest open slot, assigns the right crew, and queues a booking confirmation draft for your approval.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.