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 FundThrough Missing Document Chaser
WebRun checks FundThrough for funding requests blocked by missing documents and drafts a polite chaser email for each, ready for your team to review and send.
Automated FundThrough Ineligible Invoice Flags
WebRun reviews your pending FundThrough submissions and flags any invoices that appear ineligible for funding based on common criteria, posting a worklist to Google Sheets so your team can resolve issues before they cause delays.
Automated FundThrough Funding Request Digest
Every morning, WebRun opens FundThrough, reads the status of all open funding requests, and posts a concise digest to Slack so your team knows exactly where each invoice stands.
Automated FundThrough Fee Reconciliation Report
At month end, WebRun opens FundThrough, pulls every fee charged in the period, reconciles them against your agreed fee schedule, flags any discrepancies, and delivers a clean reconciliation report to Google Sheets for your records.
Automated FundThrough Debtor Verification Worklist
WebRun opens FundThrough, finds invoices whose debtors have not yet been verified for the current period, and delivers a prioritized worklist to Google Sheets so your team clears them fast.
Automated FundThrough Debtor Credit Watchlist
WebRun monitors your active FundThrough debtors weekly for public credit signals such as late payment patterns or financial stress indicators, and posts a watchlist to Google Sheets so your team can act before a debtor problem affects your funding.
Automated FundThrough Daily Funding Report
Every morning, WebRun opens FundThrough, captures all invoices funded in the last 24 hours, and posts a structured daily funding report to Telegram so your team starts the day with a clear picture of yesterday's activity.
Automated FundThrough Concentration Risk Monitoring
WebRun reviews your FundThrough portfolio weekly and flags any debtor whose share of your total funded invoices exceeds your concentration limit, posting alerts to Slack before the imbalance grows.
Automated FundThrough Collections Follow-Up Drafts
WebRun scans FundThrough for factored invoices past their expected payment date, drafts a professional collections follow-up for each debtor, and queues them in Gmail for your team to review and send.
Automated FundThrough Monthly Client Statements
WebRun pulls each client's factoring activity from FundThrough at month end, compiles a clear statement showing advances, fees, debtor payments, and reserve balance, and saves a draft for your team to review and send.
Automated FundThrough Advance Rate Review Queue
WebRun checks your FundThrough clients periodically, identifies any whose advance rate may warrant a review based on payment performance, and delivers a prioritized queue to Google Sheets so your team can make informed rate decisions.
Automated Ramp Expense Report Submission Reminders
WebRun finds every Ramp employee with unsubmitted transactions older than your cutoff, drafts a deadline reminder for each, and queues them for your finance team to send.
Automated Ramp Subscription Creep Watchlist
WebRun identifies recurring charges on Ramp cards, spots new subscriptions that appeared in the last 30 days, and posts a watchlist to Slack so your team can cancel unused ones before the next billing cycle.
Automated Ramp Expense Policy Violation Alerts
WebRun scans every new Ramp transaction against your expense policy, flags violations, and posts a prioritized queue to Slack so your finance team can act before the month closes.
Automated Ramp Out-of-Policy Expense Approval Queue
WebRun pulls every Ramp transaction flagged as out-of-policy, organizes them by exception type and dollar amount, and posts the prioritized approval queue to Slack for your finance manager.
Automated Ramp Month-End Close Readiness Report
WebRun checks every open expense item in Ramp, receipts outstanding, reports unsubmitted, and approvals pending, then posts a close-readiness scorecard to Slack so your team knows exactly what to fix before the books close.
Automated Ramp Missing Receipt Chaser
WebRun finds every Ramp transaction with no attached receipt, drafts a polite reminder for each employee, and queues the messages for your approval before they go out.
Automated Ramp Mileage Reimbursement Review
WebRun pulls all pending mileage reimbursement submissions from Ramp, checks them against your IRS rate and trip plausibility rules, and posts a clean approval list to Slack so managers can sign off in minutes.
Automated Ramp GL Coding Review Queue
WebRun scans Ramp transactions for missing or inconsistent GL codes, groups the uncoded and suspect items by department, and posts a prioritized review queue to Slack so your accounting team can code them before close.
Automated Ramp Corporate Card Limit Request Queue
WebRun collects pending card limit increase requests from Ramp, checks each against department budget headroom, and queues them for manager approval in Slack so requests are processed in hours, not days.
Automated Ramp Card Spend Anomaly Detection
WebRun scans Ramp for transactions that spike beyond normal patterns by merchant, category, or employee, and posts a same-day anomaly list to Slack for your finance team to review.
Automated Ramp Department Budget Overrun Alerts
WebRun checks every Ramp department budget daily, calculates spend-to-date versus budget, and posts an alert to Slack the moment any department crosses your warning threshold.
Automated Ramp Expense Approval Bottleneck Digest
WebRun scans Ramp for expense reports and transactions sitting in approval queues beyond your target turnaround, identifies which approvers are causing delays, and posts a bottleneck digest to Slack.
Automated Buildertrend Punch List Follow-Up Tracker
Every morning, WebRun checks Buildertrend for open punch list items on near-complete excavation jobs, logs overdue items to Airtable, and sends your crew a daily list of what needs to be resolved before the project can close.
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