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.
Jirav Automated Model Refresh Reminders
WebRun checks Jirav financial models for stale last-updated timestamps, creates Google Calendar reminders for the finance team, and logs the refresh queue in Airtable so nothing falls through the cracks.
Jirav Automated KPI Dashboard Logging
WebRun pulls your key KPIs from Jirav on a set schedule, logs each metric into a Google Sheets dashboard, and keeps a running history so your finance team always has an up-to-date performance snapshot without manual data entry.
Jirav Automated Headcount Plan Variance Alert
WebRun reads your headcount plan vs actuals from Jirav each week, identifies departments where hiring is ahead or behind plan, and posts a Slack alert so your FP and A team can reconcile workforce costs before they drift from the model.
Jirav Automated Business Driver Anomaly Flags
Every weekday, WebRun reads your key business drivers and actuals from Jirav, detects any metric deviating outside its normal range, and sends a Telegram message to your finance team so anomalies are caught before they compound.
Jirav Automated Departmental Overspend Alerts
Twice a week, WebRun checks every department's budget consumption in Jirav and posts an immediate Slack alert to your finance channel whenever a team is on track to exceed its monthly budget.
Jirav Fathom Automated Cohort Trend Digest
WebRun reads cohort financial data from Jirav, cross-checks performance analytics from Fathom, and posts a combined cohort trend digest to Telegram so your finance team can spot revenue and margin patterns across customer cohorts in one place.
Jirav Automated Cash Flow Forecast Digest
WebRun reads your latest cash flow forecast from Jirav, summarizes the key inflows, outflows, and runway figures, and sends a concise digest to your finance team via Telegram so everyone stays aligned on liquidity without logging into the tool.
Jirav Automated Budget Variance Digest
WebRun pulls budget vs actuals data from Jirav every week, calculates variances by department, and posts a concise digest to Slack so your FP and A team can act before the period closes.
Jirav Automated Board Deck Metrics Prep
Before each board meeting, WebRun pulls the key financial metrics from Jirav and writes a structured summary table to Google Sheets for your team to review and refine before any deck content is finalized.
Jirav Automated Actuals vs Forecast Report
WebRun pulls actuals and forecast data from Jirav on a schedule, builds a side-by-side comparison table, and exports it to Microsoft Excel so your finance team has a structured workbook ready for review.
Automated Magaya Freight Quote Follow-Up
Every morning, WebRun finds unanswered freight quotes in Magaya that are older than two days, drafts a polite follow-up message for each prospect, and queues the drafts in Gmail for your team to review and send.
Automated Magaya Profit Per File Report
Every Monday, WebRun pulls closed shipment files from Magaya, calculates actual revenue minus costs for each, ranks them by profitability, and logs the results in a Google Sheet for your management team.
Automated Magaya Overdue Invoice Chaser
Every Monday, WebRun finds overdue invoices in Magaya, logs each one in a Google Sheet with aging and amount, and drafts a polite payment reminder in Gmail for your team to review and send.
Automated Magaya New Client Onboarding Kickoff
When a new client is added to Magaya, WebRun creates their onboarding checklist in Airtable, drafts a welcome email for your team to send, and posts a kickoff summary to Slack so the account team can start the relationship right.
Automated Magaya ISF Filing Deadline Tracker
Every morning, WebRun scans Magaya for ocean shipments approaching the ISF 24-hour deadline, checks filing status, and alerts your team in Slack before any deadline is at risk.
Automated Magaya Document Collection Chaser
Every morning, WebRun checks Magaya for shipments with incomplete document sets, identifies what is still missing, and sends a polite chaser email draft to each responsible party for your team to review and send.
Automated Magaya Demurrage Risk Alerts
Every morning, WebRun scans Magaya for containers approaching their free day expiry, calculates the risk exposure, and posts a ranked alert list to Telegram so your team can act before demurrage charges begin.
Automated Magaya Customs Doc Completeness Check
Every morning, WebRun checks Magaya for shipments approaching customs clearance and verifies that all required customs documents are on file, then posts a gap report to Slack so your team can resolve issues before cargo is delayed.
Automated Magaya Container Rollover Alerts
Every morning, WebRun checks Magaya for shipments showing a vessel change or delayed departure, and posts an alert to your Slack channel so your team can notify clients and rebook before costs escalate.
Automated Magaya Booking Confirmation Drafts
When a new booking is recorded in Magaya, WebRun pulls the booking details, drafts a professional confirmation email for the shipper, and queues it in Gmail for your team to review and send.
Automated Magaya Arrival Notice Drafts
When a Magaya shipment reaches the arrival milestone, WebRun drafts a professional arrival notice for the consignee and queues it in Gmail for your team to review and send.
Automated Magaya Agent Network Status Digest
Every Monday, WebRun pulls open shipments in Magaya that involve overseas agents, groups them by agent, and posts a status digest to Slack so your team knows exactly what is in-progress at each partner location.
Automated Fleetio DVIR Defect Repair Worklist
Every morning, WebRun pulls open defects from Fleetio's driver vehicle inspection reports, groups them by severity and vehicle, and posts the repair worklist to Slack so your mechanics start the day with a clear queue.
Automated Fleetio Vehicle Registration Renewal Tracking
Every Monday, WebRun scans Fleetio for vehicles whose registrations expire within 60 days, compiles the renewal list by state and due date, and posts it to Slack so your team can file renewals well before the deadline.
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