Templates
Workflow templates.
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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 Fleetio Fleet Recall Watchlist
Every Monday, WebRun cross-references your Fleetio vehicle list against NHTSA recall data for each make, model, and year, flags any vehicle with an open recall, and logs the watchlist to Google Sheets so your fleet team can schedule the repair.
Automated Fleetio Preventive Maintenance Reminders
Every morning, WebRun checks Fleetio for vehicles approaching their PM due dates, assembles a prioritized reminder list, and posts it to Slack so your team can book service before a vehicle goes overdue.
Automated Fleetio Parts Low-Stock Alerts
Every morning, WebRun checks Fleetio's parts inventory for items at or below reorder point, and posts a restocking alert to Slack so your parts manager can order before a shortage delays a repair.
Automated Fleetio Odometer Gap Detection
Every morning, WebRun scans Fleetio for new fuel and service entries where the odometer reading jumps backwards, drops to zero, or shows an implausible daily gain, and flags the anomalies in Slack so your fleet admin can investigate and correct the record.
Automated Fleetio New Vehicle Onboarding Checklist
When a new vehicle is added to Fleetio, WebRun checks that all required fields are complete, posts a setup checklist to Slack for your fleet admin, and drafts a vehicle information summary for your records.
Automated Fleetio Mechanic Workload Digest
Every Monday, WebRun pulls open and in-progress work orders from Fleetio, tallies the assigned hours and task count per mechanic, and posts a workload balance digest to Slack so your shop supervisor can redistribute before the week gets away.
Automated Fleetio Fuel Economy Outlier Report
Every Monday, WebRun pulls fuel economy data from Fleetio, compares each vehicle against its class average, flags outliers that are burning significantly more fuel than expected, and logs the report to Google Sheets for your fuel manager.
Automated Fleetio Missing DVIR Follow-Up Queue
Every morning, WebRun checks Fleetio for vehicles that should have a completed DVIR from the previous day but do not, and posts the missing-submission list to Slack so your compliance team can follow up with drivers.
Automated Fleetio Fleet Downtime Cost Report
Every Monday, WebRun pulls vehicle downtime records from Fleetio, calculates estimated cost per day out of service by vehicle class, and posts a ranked downtime cost report to Slack so leadership can see the real financial impact of maintenance delays.
Automated Fleetio Asset Utilization Report
Every Monday, WebRun pulls asset utilization data from Fleetio, calculates each vehicle's active hours or miles as a percentage of available capacity, and logs the ranked report to Google Sheets so your fleet planner can right-size the fleet.
Automated RightCapital RMD Deadline Tracking
WebRun scans RightCapital for clients with upcoming required minimum distribution deadlines, flags anyone at risk of a missed RMD, and posts your team a Slack alert so distributions are taken on time.
Automated RightCapital Risk Tolerance Review Tracking
WebRun scans RightCapital for clients whose risk tolerance assessment is more than 12 months old or has not been completed, flags each in a Google Sheets tracker, and posts your team a Slack digest for follow-up.
Automated RightCapital Referral Thank-You Drafts
When a new client in RightCapital is tagged with a referral source, WebRun drafts a personalized thank-you email to the referring party and queues it in Gmail for the advisor to review and send.
Automated RightCapital Prospect Follow-Up Drafts
WebRun checks RightCapital for prospects who have had a plan created but have not engaged in the last 14 days, drafts a personalized follow-up email for each, and queues the messages for advisor review.
Automated RightCapital Plan Update Follow-Ups
WebRun finds clients in RightCapital whose financial plan has not been updated in over six months, drafts a personalized follow-up email for each, and queues the messages for advisor review before sending.
Automated RightCapital New Client Onboarding Kickoff
When a new client is added to RightCapital, WebRun kicks off the onboarding process: it creates a plan setup checklist in Airtable, drafts a welcome email for advisor review, and posts the team a Slack notification with the client's key details.
Automated RightCapital Client Meeting Prep Digest
Before each scheduled client meeting, WebRun pulls the client's current RightCapital plan summary, open action items, and recent changes, then assembles a concise prep brief and posts it to Slack for the advisor.
Automated RightCapital Document Collection Chaser
WebRun checks RightCapital for clients with incomplete document uploads, drafts a polite reminder for each, and logs outstanding requests in Airtable so your team always knows what is still missing.
Automated RightCapital Contribution Deadline Reminders
WebRun checks RightCapital for clients with unfunded or under-funded retirement and HSA accounts approaching annual contribution deadlines, drafts a reminder email for each, and queues the messages for advisor review.
Automated RightCapital Client Milestone Digest
WebRun scans RightCapital each week for clients approaching major life milestones such as retirement, Social Security eligibility, or Medicare enrollment, and posts your team a Slack digest so advisors can reach out proactively.
Automated RightCapital Beneficiary Review Flags
WebRun scans RightCapital for clients with outdated or missing beneficiary designations, flags those needing a review, and posts your team a weekly Slack digest with a Google Sheets log for follow-up tracking.
Automated RightCapital Client Review Reminders
WebRun checks RightCapital each week for clients whose annual review is coming due, drafts a personalized outreach message for each, and posts your team a prioritized Slack digest of who to contact next.
Automated EngagedMD New Patient Onboarding Check
When a new patient record is created, WebRun verifies their EngagedMD account setup, checks that the correct Learn and Sign modules are assigned, and posts a Slack confirmation so the coordinator knows onboarding is live.
Automated EngagedMD Monitoring Appointment Reminders
WebRun checks EngagedMD each evening for patients with a monitoring appointment in the next 24 hours, then queues a reminder draft for the care team to send before the day ends.
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