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 ServiceTitan Garage Door Review Requests
WebRun checks ServiceTitan for completed, paid garage door jobs, drafts a personalized review request message for each customer, and queues them for your team to approve before sending.
Automated ServiceTitan Parts Reorder Alerts
WebRun monitors ServiceTitan inventory for garage door parts that have fallen below your reorder threshold and posts an immediate reorder alert to your team so technicians never run out on the job.
Automated ServiceTitan Overdue Invoice Chaser
WebRun finds past-due invoices in ServiceTitan, drafts a polite follow-up for each customer, and posts your office team a chase list in Slack so nothing slips.
Automated ServiceTitan Garage Door Job Routing
WebRun picks up every new inbound job request in ServiceTitan, reads the job type and location, and routes it to the best available technician, then logs the assignment in Google Sheets.
Automated ServiceTitan Missed Call Follow-Up
WebRun checks ServiceTitan for missed inbound calls that did not convert to a booked job, drafts a follow-up message for each caller, and alerts your office team to review and send before the lead goes cold.
Automated ServiceTitan Membership Renewal Reminders
WebRun checks ServiceTitan for membership plan customers whose plan is expiring soon, drafts a renewal reminder for each, and queues the drafts for your team to review and send so no recurring revenue slips away.
Automated ServiceTitan Maintenance Plan Reminders
WebRun checks ServiceTitan for garage door maintenance plan customers whose next service is due, drafts a personalized reminder for each, and queues them for your team to review before sending.
Automated ServiceTitan Financing Follow-Up
WebRun checks ServiceTitan for customers who received a financing approval on their estimate but have not yet booked a job, drafts a timely follow-up for each, and alerts your team to review and send before the approval window expires.
Automated ServiceTitan Estimate Follow-Up Drafts
WebRun finds estimates in ServiceTitan that have not converted within a set number of days, drafts a personalized follow-up message for each customer, and queues the drafts for your team to review and send.
Automated ServiceTitan Daily Revenue Digest
Every evening, WebRun totals the day's completed jobs and invoiced revenue in ServiceTitan and delivers a clean end-of-day digest to your owner and managers via Telegram.
Automated Carta Quarterly Reporting Deadline Tracker
WebRun tracks your Carta fund's quarterly reporting deadlines, posts a countdown digest to Slack each Monday, and logs open deliverables to a Google Sheet so the fund admin team always knows what is due and when.
Automated Carta New Fund Setup Checklist
When you start a new fund, WebRun walks through every Carta setup task, logs completion status to a checklist in Notion, and posts a daily progress digest to Slack so the fund is fully configured before the first LP is onboarded.
Automated Carta NAV Package Prep Digest
WebRun checks Carta before every quarter-end, lists every item the fund admin team needs to finalize the NAV package, and posts a structured checklist to Slack so nothing is missed.
Automated Carta Subscription Document Chaser
WebRun checks Carta daily for LPs whose subscription documents are incomplete, logs each gap, and queues reminder drafts for your review so no close is held up by missing paperwork.
Automated Carta LP Onboarding KYC Tracker
WebRun checks Carta for new LPs whose KYC and onboarding steps are incomplete, logs each gap to Airtable, and posts a daily status digest to Slack so your compliance team always knows who is stuck and why.
Automated Carta K-1 Tax Document Delivery Tracker
WebRun checks Carta around tax season for which LPs have received their K-1 documents, logs the delivery status, and posts a daily digest to Slack so your fund admin team can confirm every LP has access before the filing deadline.
Automated Carta Quarterly Investor Statement Drafts
WebRun reads Carta's fund performance and LP account data each quarter, drafts a personalized investor statement for each LP, and queues every draft for your review before any LP receives communication.
Automated Carta Fund Expense Allocation Review
WebRun checks Carta for pending expense entries, compares each allocation against the fund's LPA-defined expense policy, flags any item that appears misallocated or out of policy, and posts a review queue to Slack before entries are finalized.
Automated Carta Drawdown Funding Follow-Up
WebRun checks Carta daily for any capital drawdown that has been called but not yet fully funded, logs each shortfall, and posts a follow-up digest to Slack so your team can resolve funding gaps before an investment is at risk.
Automated Carta LP Distribution Notice Drafts
When a distribution event is set up in Carta, WebRun drafts formal distribution notices for each LP, calculates their pro-rata proceeds, and queues the notices for your review before any LP receives communication.
Automated Carta Capital Call Reminders
WebRun monitors your Carta capital call notices, tracks which LPs have not yet funded, and drafts reminder messages for your review before any LP is contacted.
Automated Carta Cap Table Change Review Queue
WebRun monitors Carta for recent cap table changes such as new share issuances, transfers, or conversions, logs each change to a review queue, and alerts your team in Slack so nothing is approved without a second look.
Automated New Shipper Credit Check Routing
When a new shipper is added to your prospect list in Google Sheets, WebRun looks up their credit profile, checks DAT for any known payment issues in the carrier community, and routes the credit check result to the right person in Slack with a recommendation before the first load is booked.
Automated Rate Confirmation Chaser for Freight Brokers
WebRun scans DAT for loads scheduled to pick up within 24 hours that don't have a signed rate confirmation on file, then drafts a follow-up to the carrier for each one so your team can close the gap before the truck rolls.
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