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 DAT Margin Per Load Report
WebRun pulls completed load data from DAT, calculates the margin on each load using your buy and sell rates, and logs the results to Google Sheets so you always know which lanes and carriers are most profitable.
Automated DAT Load Board Digest
WebRun scans DAT for today's available loads on your key lanes, pulls spot rates, and posts a ranked digest to Slack so your team knows exactly where to focus before the first call.
Automated DAT Lane Rate Trend Digest
WebRun pulls weekly spot rate trends from DAT for your most active lanes and posts a digest to Slack so your brokers can quote with confidence and renegotiate contracts when the market shifts.
Automated Freight Factoring Submission Packet
WebRun pulls completed loads from DAT, assembles the load details needed for your factoring company submission, and logs a daily packet to Google Sheets so your team can review and submit without hunting for data.
Automated DAT Detention and Accessorial Tracker
WebRun reviews recent loads in DAT, identifies detention and accessorial charges that have been incurred but not yet invoiced, and logs them to Google Sheets so nothing falls through the cracks at billing time.
Automated DAT Daily Coverage Report
WebRun pulls all open loads from DAT, checks which ones have carriers assigned and which are still uncovered, and posts a prioritized coverage report to Slack so your team can focus on the loads at risk.
Automated Customer Freight Quote Follow-Up
WebRun checks your quote log in Google Sheets for customer quotes that haven't received a response, pulls current DAT spot rates to keep the follow-up relevant, and drafts a personalized follow-up email in Gmail for each open quote.
Automated Carrier Onboarding Document Chaser
WebRun checks DAT for carriers you've added but whose onboarding packet is incomplete, then drafts a follow-up email for each one and queues it for your review before sending.
Automated Carrier Insurance Expiry Alerts
WebRun checks your active carriers in DAT against their insurance expiry dates, flags any expiring within 30 days, and posts an alert to Slack so you can pull loads from at-risk carriers before coverage lapses.
Automated Carrier Compliance Watchlist
WebRun monitors your active carrier network in DAT for safety rating changes, authority revocations, or insurance lapses, and posts a weekly compliance watchlist to Slack so you can pull loads from at-risk carriers before an incident.
Automated Cass Freight Payment Approval Queue
WebRun pulls freight invoices from Cass that exceed your approval threshold, logs them in an Airtable queue, and alerts approvers in Slack so large payments get reviewed before Cass releases them.
Automated Cass New Carrier Setup Kickoff
WebRun walks through the new carrier setup checklist in Cass, verifies that contract rates, GL rules, and payment terms are all configured, and posts a readiness summary to Slack before the first invoice arrives.
Automated Cass Missing Freight Invoice Chaser
WebRun cross-references your shipment file against invoices received in Cass, identifies moves that have not been billed, and drafts carrier chase emails for your review.
Automated Cass Freight Invoice Overcharge Flags
WebRun compares every carrier invoice in Cass against your contracted rates, flags overcharges, and posts a prioritized worklist to Slack so your team reviews only the exceptions.
Automated Cass Freight GL Coding Review
WebRun reviews GL allocations on freight invoices in Cass, flags any missing or mismatched codes, and builds a review queue in Google Sheets so your accounting team can clear exceptions before month-end close.
Automated Cass Duplicate Freight Invoice Detection
WebRun scans your Cass invoice queue for duplicate submissions, flags them in a Google Sheet, and keeps a running tally of avoided double-payments.
Automated Cass Freight Dispute Tracking
WebRun logs new charge disputes from Cass into an Airtable tracker, checks the status of open disputes daily, and alerts your team in Slack when a dispute is resolved or approaching its deadline.
Automated Cass Freight Currency Conversion Check
WebRun checks international freight invoices in Cass for currency conversion rates, flags any invoice converted at a rate that differs from your treasury benchmark, and logs exceptions to a Google Sheet for review.
Automated Cass Carrier Rate Compliance Report
WebRun analyzes paid freight invoices in Cass against your carrier contracts and delivers a weekly compliance scorecard by carrier and lane to Google Sheets, so you know who is billing correctly before renewal time.
Automated Cass Carrier Rate Mismatch Alerts
WebRun checks every incoming freight invoice in Cass against your stored carrier contract rates, and sends a Telegram alert the moment a rate mismatch is detected so your team can act before payment.
Automated Cass Freight Accrual Report
WebRun pulls uninvoiced and in-transit shipment data from Cass, estimates accrual amounts by lane and cost center, and delivers a formatted accrual file to Google Sheets ready for your ERP upload.
Automated Cass Accessorial Charge Variance Review
WebRun pulls accessorial charges from Cass, compares them to your carrier contracts and approved charge types, and builds a daily worklist in Airtable for your audit team.
Jirav Automated Revenue Pacing Report
Every Monday, WebRun reads actuals vs plan from Jirav and logs each business unit's pacing status to Airtable so your FP and A team has a live view of where revenue stands.
Jirav Automated Month-End Variance Report to Sheets
At month-end close, WebRun reads actuals and budget figures from Jirav, calculates the variance for each account or cost centre, and writes a clean tabulated report to Google Sheets so your FP and A team can review the close without manual exports.
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