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 Housecall Pro Membership Renewal Reminders
Every Monday, WebRun checks Housecall Pro for maintenance plan or membership customers whose renewal is coming up within 30 days, drafts a personalized renewal reminder for each, and queues it for your team to review and send so you retain recurring revenue.
Automated Housecall Pro End-of-Day Revenue Digest
Every evening, WebRun opens Housecall Pro, tallies the day's completed jobs and invoiced revenue, and posts a clean end-of-day digest to Slack so you always know how the business performed today.
Automated Housecall Pro Locksmith Job Digest
Every morning, WebRun opens Housecall Pro, pulls the day's scheduled jobs by technician, and posts a clean dispatch digest to Slack so your whole team starts the day aligned.
Automated Housecall Pro Locksmith Callback Tracker
Every morning, WebRun opens Housecall Pro, finds any job tagged as a callback or warranty return, and logs them to a Google Sheet with the original job reference and days since the original service so you can spot recurring issues and coach technicians.
FinQuery Automated Percentage Rent Reconciliation
WebRun pulls your variable percentage rent charges from FinQuery, compares them to the gross sales figures in your tracking sheet, recalculates the amounts due, flags any discrepancy, and queues a reconciliation summary for your controller to review before any payment is approved.
FinQuery Automated Payment Schedule Change Alerts
WebRun monitors FinQuery for any modification to a lease payment schedule, compares the new amounts to the previous plan, and alerts your accounting team in Slack before the next journal entry run.
FinQuery Automated New Lease Abstraction Kickoff
WebRun reads a newly executed lease agreement, extracts the key accounting terms, pre-fills the FinQuery lease abstraction form with commencement date, lease term, payment schedule, and options, and creates a draft record for your accountant to review and finalize.
FinQuery Automated Lease Accounting Month-End Close
WebRun works through your FinQuery month-end checklist each close, verifies journal entries are posted, disclosures are generated, and flags any incomplete step to your team in Slack before the books lock.
FinQuery Automated Lease Modification Review Queue
WebRun scans FinQuery for lease modifications that have been entered but not yet reviewed and approved, surfaces the queue in a Google Sheet ranked by impact, and sends your team a weekly digest.
FinQuery Automated Missing Lease Document Chaser
WebRun reviews your FinQuery portfolio for leases with incomplete document attachments, drafts a polite follow-up to the responsible contact for each gap, and queues every draft for your review before sending.
Automated FinQuery Lease Renewal Tracking
WebRun scans your FinQuery portfolio each week, flags leases whose renewal windows are approaching, and posts a prioritized deadline list to Slack so your team never misses a critical notice date.
FinQuery Automated ROU Asset Impairment Review Flags
WebRun scans your FinQuery portfolio each quarter for ROU assets that have experienced triggering events such as early termination notices, unused space, or significant lease modifications, and posts a prioritized impairment review flag list to Slack.
FinQuery Automated Lease Expense Variance Digest
WebRun pulls the current period lease expense totals from FinQuery, compares them to the prior period and budget, flags any significant variance, and sends your finance team a weekly digest in Slack.
Automated Embedded Lease Identification for ASC 842
WebRun scans newly uploaded vendor agreements and service contracts for embedded lease language, flags any that appear to contain a right-of-use element, and routes them to your lease accounting team in FinQuery for formal assessment.
FinQuery Automated ASC 842 Disclosure Prep Report
WebRun pulls the required quantitative and qualitative disclosure data from FinQuery each quarter, assembles a structured disclosure prep report in Google Sheets, and notifies your team so the external reporting package is ready ahead of the filing deadline.
FinQuery Automated Lease Critical Date Reminders
WebRun scans FinQuery each morning for upcoming lease critical dates including options, terminations, rent steps, and notice deadlines, and sends timely reminders to the right owner via Slack so no date slips through.
FinQuery Automated Lease Audit Evidence Packets
WebRun pulls the journal entries, amortization schedules, and disclosure reports from FinQuery for each selected lease, organizes them into a structured Google Sheet evidence packet, and queues a delivery email to your audit team for review before sending.
Automated Onfleet Undelivered Parcel Worklist
Every morning, WebRun scans Onfleet for tasks that remain undelivered after two or more attempts, builds a prioritized reattempt worklist ranked by days outstanding, and logs it to Airtable for your ops team to assign and action.
Automated Onfleet Surge Volume Staffing Alerts
Each morning, WebRun compares today's Onfleet task count against your staffed driver capacity, calculates any shortfall, and posts a staffing alert to Slack so your ops team can call in additional drivers before the first route launches.
Automated Onfleet Route Density Report
Every Monday, WebRun analyzes the prior week's Onfleet route data to calculate stops per mile and stops per hour for each driver and zone, then logs the density report to Google Sheets so your planning team can tighten inefficient routes.
Automated Onfleet Route Completion Digest
At the end of each shift, WebRun pulls route completion stats from Onfleet and posts a clear ops digest to Slack showing on-time rate, total stops, failed stops, and driver mileage.
Automated Onfleet Recipient Review Requests
Each evening, WebRun identifies successfully completed Onfleet deliveries from the day, drafts a short review request message for each recipient, and queues the drafts for your team to approve before any message is sent.
Automated Onfleet Proof of Delivery Collection
WebRun scans Onfleet each day for completed tasks missing photo or signature proof of delivery, flags the gaps, and logs them to a Google Sheet so your ops team can chase drivers before client disputes arise.
Automated Onfleet Late Delivery Customer Drafts
WebRun monitors Onfleet for deliveries running significantly behind their time window, drafts a polite customer notification for each, and queues the drafts for your team to review and send before the customer calls.
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