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 Onfleet Delivery Exception Alerts
WebRun monitors Onfleet for failed delivery attempts each day, logs every exception with its reason code, and posts a prioritized reattempt list to Slack so your dispatch team can act before the customer calls.
Automated Onfleet Driver Performance Scorecard
Every Monday, WebRun pulls the past week's Onfleet driver data, calculates on-time rate, completion rate, service time, and distance per stop for each driver, and posts the ranked scorecard to Slack for ops review.
Automated Onfleet Driver Onboarding Doc Chaser
WebRun checks Onfleet for newly added drivers each week, flags any who are missing required onboarding documents, and posts a chase list to Slack so your fleet coordinator can follow up before the first shift.
Automated Onfleet Daily Ops Report
Every morning, WebRun pulls key delivery KPIs from Onfleet and posts a clean daily ops report to a Google Sheet so your ops and account managers start the day with yesterday's numbers already tallied.
Automated Onfleet Customer ETA Notification Drafts
As routes go live, WebRun reads real-time Onfleet ETAs for each delivery, drafts a short ETA notification for each recipient, and queues the drafts for your customer service team to review and send.
Automated Onfleet COD Reconciliation Report
Each evening, WebRun pulls completed COD task records from Onfleet, compares expected vs. collected amounts per driver, and logs any variances to a Google Sheet so your finance team can reconcile before drivers close out.
Kickserv Automated Irrigation Warranty Callback Tracker
Every morning, WebRun scans Kickserv for jobs flagged as warranty callbacks or recently reopened after a prior job, posts a callback worklist to Slack, and drafts a scheduling message for each affected customer.
Kickserv Automated Spring Startup Reminders
Every spring, WebRun finds all active irrigation customers in Kickserv, drafts a seasonal startup reminder for each, and queues them for your review before sending.
Kickserv Automated Irrigation Staffing Gap Alerts
Every Monday, WebRun checks Kickserv for upcoming job volume over the next two weeks, compares it against your available technician capacity, and posts a staffing gap alert to Slack so you can plan ahead.
Kickserv Automated Irrigation Review Requests
After a job is marked complete in Kickserv, WebRun drafts a review request email for the customer and queues it for your approval before sending.
Kickserv Automated Maintenance Contract Renewals
Every Monday, WebRun scans Kickserv for recurring maintenance contracts expiring in the next 30 days, drafts a renewal reminder for each customer, and queues them for your review.
Kickserv Automated Irrigation Estimate Follow-Ups
Every morning, WebRun checks Kickserv for estimates that have been open more than 3 days without a response, drafts a follow-up email for each prospect, and queues them for your review.
Kickserv Automated Irrigation Parts Reorder Alerts
Every Monday, WebRun checks Kickserv jobs completed this week for parts used, estimates remaining stock, and posts a reorder alert to Slack with the parts that need replenishing.
Kickserv Automated Overdue Invoice Follow-Ups
Every Monday, WebRun scans Kickserv for unpaid invoices past their due date, drafts a polite follow-up email for each customer, and posts your outstanding balance summary to Slack.
Kickserv Automated Irrigation Job Routing
When a new job is created in Kickserv, WebRun reads the job type and location, identifies the best available technician, and posts a routing summary to Slack for dispatcher review.
Kickserv Automated Missed Appointment Follow-Ups
Each afternoon, WebRun checks Kickserv for jobs that were scheduled today but not marked complete, drafts a reschedule message for each affected customer, and queues them for your review.
Kickserv Automated Daily Revenue Digest
Every evening, WebRun tallies the day's completed jobs and invoiced amounts in Kickserv and posts a clean revenue digest to Slack so you know exactly where the business stands today.
Kickserv Automated Daily Irrigation Route Digest
Every morning, WebRun reads today's scheduled jobs in Kickserv, groups them by technician, and posts each tech's route list to Slack so the whole crew knows exactly where they are heading.
Kickserv Automated Backflow Test Deadline Tracker
Every Monday, WebRun checks Kickserv for customers whose annual backflow preventer test is due in the next 30 days, posts a deadline list to Slack, and drafts outreach for your review.
Automated WeInfuse Prior Authorization Tracking
WebRun opens WeInfuse daily, finds prior authorizations that are expiring or still pending, and posts a clear action list to Slack so your team can renew or chase each one before treatment is affected.
Automated WeInfuse Payer Mix Report
On the first of each month, WebRun pulls the prior month's claim and appointment data from WeInfuse, calculates the payer mix breakdown by volume and revenue, and writes a summary report to Google Sheets for leadership to review.
Automated WeInfuse Nursing Ratio Staffing Alerts
Every morning, WebRun reviews the day's infusion schedule in WeInfuse, compares patient volume per time slot against your nursing ratio policy, and posts a Slack alert if any slot exceeds the safe threshold so the charge nurse can adjust before the shift starts.
Automated WeInfuse New Referral Intake Routing
Each morning, WebRun scans WeInfuse for new referrals received in the last 24 hours, checks each one for completeness, and posts a routing digest to Slack so the right coordinator picks up each referral and starts the pre-treatment workflow immediately.
Automated WeInfuse Missed Infusion Follow-Up
Each afternoon, WebRun checks WeInfuse for patients who did not show for their scheduled infusion, logs each no-show in Airtable, and drafts a follow-up note for your clinical team to review and send.
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