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.
PortPro Automated Last Free Day Tracking
WebRun scans PortPro for every open import container, calculates days remaining until last free day, and posts a daily ranked watchlist in Slack so dispatchers never let free time expire unnoticed.
PortPro Automated Empty Return Deadline Worklist
WebRun scans PortPro for containers that have been unloaded and need an empty return, checks the return deadline, and produces a prioritized worklist for your dispatch team so no empty sits past its due date.
PortPro Automated Driver Document Expiry Tracking
WebRun checks PortPro for driver document expiry dates weekly, flags any CDL, medical card, or hazmat certification expiring within 30 days, and posts a renewal worklist to your safety team in Slack.
PortPro Automated Demurrage Exposure Report
WebRun pulls open container data from PortPro, calculates estimated demurrage exposure per container, and delivers a weekly report to your accounting team via Google Sheets so charges are never a surprise.
PortPro Automated Daily Dispatch Digest
WebRun compiles a morning digest from PortPro covering all active loads by status, containers at risk of LFD or per-diem, and driver assignments, then posts it to your operations Slack channel.
PortPro Automated Customer Status Update Drafts
WebRun checks PortPro for containers whose status has changed since the last update and drafts a status email for each affected customer so your team sends timely updates without writing a single email from scratch.
PortPro Automatic Container Availability Alerts
WebRun checks PortPro for container availability status each morning, flags any that have gone available since the last check, and posts a pick-up-ready alert to your dispatch team in Slack.
PortPro Automated Chassis Usage Report
WebRun reads PortPro for chassis assignments across all active loads, tallies days on hire for each unit, and writes a weekly chassis usage and cost report to Google Sheets so your team controls chassis spend.
PortPro Automated Appointment Confirmation Drafts
When a new import load is created in PortPro, WebRun drafts a terminal appointment confirmation email for your customer service team to review and send, so customers are kept informed without any manual drafting.
PortPro Automated Accessorial Billing Worklist
WebRun scans PortPro for completed loads with unbilled accessorial charges such as detention, chassis splits, or overweight fees, and posts a daily billing worklist to your invoicing team in Slack so no charge is missed.
Automated Hint Health Employer Group Onboarding
When a new employer group is added in Hint Health, WebRun creates an onboarding checklist in Airtable, sets up the billing structure, and alerts the account manager in Slack so the first setup steps happen within the hour.
Automated Hint Health Membership Revenue Digest
Every Monday, WebRun pulls the prior week's membership revenue data from Hint Health, summarizes active members, new enrollments, cancellations, and total collected fees, and posts the digest to Slack so leadership has a clear financial pulse without opening a report.
Automated Hint Health Membership Renewal Reminders
WebRun checks Hint Health each morning for memberships expiring in the next 30 days and queues a renewal reminder draft for each member so no subscription lapses without a prompt.
Automated Hint Health Lab Result Follow-Up Worklist
Every morning, WebRun checks Hint Health for lab results received in the past 24 hours that require provider action, logs each to a follow-up worklist in Airtable, and posts an alert to Slack so no abnormal result sits unaddressed.
Automated Hint Health Failed Payment Recovery
WebRun checks Hint Health each morning for failed membership payments, logs each case to a recovery tracker, and queues a polite outreach draft for staff to send before the membership cancels.
Automated Hint Health Employer Roster Reconciliation
Every Monday, WebRun compares the employer's latest member roster against active memberships in Hint Health, flags additions, terminations, and mismatches, and logs the discrepancy report to Google Sheets for staff to resolve.
Automated Hint Health Employer Invoice Follow-Up
Every Monday, WebRun checks Hint Health for employer group invoices unpaid past 15 days, logs each to a follow-up tracker in Google Sheets, and drafts a polite follow-up email for staff to review and send before the balance reaches 30 days.
Automated Hint Health Membership Dunning Drafts
Every Monday, WebRun reviews Hint Health for memberships with an outstanding balance more than 14 days past due, drafts a polite dunning message for each, and queues the drafts in Google Sheets for staff to review and send.
Automated Hint Health Churn Risk Flags
Every Monday, WebRun reviews Hint Health for members showing churn signals such as missed visits, upcoming renewals with no recent engagement, or failed payments, and posts a prioritized risk list to Slack so staff can intervene early.
Automated Hint Health Care Gap Report
Every Monday, WebRun reviews active Hint Health members for common preventive care gaps such as overdue screenings, missing vaccinations, and unscheduled chronic disease follow-ups, and logs a prioritized care gap list to Google Sheets for the care team.
Automated Hint Health Annual Visit Recall Reminders
Every Monday, WebRun checks Hint Health for members who have not had an annual wellness visit in the past year, logs the recall list to Google Sheets, and queues a recall outreach draft for staff review.
Automated Opendock Supplier Compliance Scorecard
Every Monday, WebRun pulls Opendock appointment data for all suppliers, calculates on-time, no-show, and cancellation rates, and posts a ranked compliance scorecard to Slack for your procurement and operations teams.
Automated Opendock Receiving Backlog Report
Every morning, WebRun checks Opendock for appointments that closed without a completed receiving status and compiles a backlog report in Airtable so your receiving team knows what is still pending.
Automated Opendock Carrier Portal Onboarding
When a new carrier is added to your network, WebRun gathers their details, drafts a polished Opendock portal invitation and setup guide in Gmail, and logs the onboarding in Airtable so nothing falls through the cracks.
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