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.

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All categories
Automated Bitwave New Wallet Onboarding Checklist
When your team adds a new wallet to Bitwave, WebRun opens Bitwave, verifies the connection, checks for historic transaction data, confirms the cost basis method is set, and posts an onboarding checklist status to Slack so the wallet is accounting-ready before any transactions are classified.
BitwaveNotion
Automated Bitwave Crypto Month-End Close Checklist
On the last business day of each month, WebRun opens Bitwave, works through your standard month-end close checklist (reconciliation, unclassified count, cost basis review, gain-loss lock), and posts a status report to Slack with every item checked off or flagged.
BitwaveSlack
Automated Bitwave Missing Price Data Alerts
Every morning, WebRun opens Bitwave, checks for assets and transaction dates where price feeds returned no data, and sends a Telegram alert listing each gap so your team can supply manual prices before the reporting run.
BitwaveTelegram
Automated Bitwave Crypto Impairment Review Flags
Every week, WebRun opens Bitwave, compares the current market price of each digital asset you hold against its carrying cost, flags assets whose value has fallen below cost, and posts a prioritized impairment review list to Slack so your accounting team can assess write-down requirements before the reporting period ends.
BitwaveSlack
Automated Bitwave Crypto Gain and Loss Report
Every Monday, WebRun opens Bitwave, pulls the realized gain and loss figures for the prior week across all wallets and assets, and writes a structured summary to Google Sheets so your finance team always has an up-to-date P and L view.
BitwaveGoogle Sheets
Automated Bitwave Exchange API Sync Failure Alerts
Every morning, WebRun checks every exchange API connection in Bitwave for sync errors or stale data, and sends a Telegram alert naming the affected exchange and the last successful sync time so your team can reconnect the feed before it creates a data gap in your books.
BitwaveTelegram
Automated Bitwave DeFi Position Review Queue
Every week, WebRun opens Bitwave, reads your open DeFi positions including liquidity pool deposits, staking rewards, and yield farming balances, and posts a structured review queue to Airtable so your accounting team can classify new activity and flag positions that need impairment review.
BitwaveAirtable
Automated Bitwave Cost Basis Exception Flags
Every week, WebRun opens Bitwave, scans your cost basis calculations for missing lots, zero-cost entries, and method inconsistencies, and posts a prioritized exception list to Slack so your team can resolve issues before the reporting period closes.
BitwaveSlack
Automated Bitwave Audit Trail Completeness Check
Every week, WebRun opens Bitwave, checks that every transaction in the audit window has a classification, a source, and an immutable transaction ID, and posts a completeness report to Slack so your team can fill any gaps before the auditors arrive.
BitwaveSlack
Automated Moraware Seam QC Checklist Follow-Up
Every morning, WebRun checks Moraware for jobs approaching install that are missing a completed seam QC checklist, then posts a follow-up list to Slack so supervisors can close the gap before the crew leaves.
MorawareSlack
Automated Moraware Post-Install Review Requests
Every morning, WebRun finds Moraware jobs completed yesterday, drafts a review request email for each customer, and saves the drafts for your team to approve before sending.
MorawareGmail
Automated Moraware Remake and Rework Tracking
Every week, WebRun pulls all jobs marked as remakes or reworks in Moraware Systemize, tallies the causes and costs, and posts a summary report to Slack so you can spot patterns and prevent them.
MorawareGoogle Sheets
Automated Moraware CounterGo Quote Follow-Ups
Every Monday, WebRun finds CounterGo quotes that have been open for several days without a response, drafts a polite follow-up email for each lead, and saves them to Gmail for your review before sending.
MorawareGmail
Automated Moraware Overdue Invoice Chaser
Every Monday, WebRun identifies overdue jobs in Moraware, logs the outstanding balances in a Google Sheet, and drafts a payment reminder email for each customer ready for your review.
MorawareGoogle SheetsGmail
Automated Moraware New Lead Follow-Up Drafts
Every morning, WebRun finds new leads added to Moraware since yesterday, drafts a personalised follow-up email for each prospect, and saves the drafts for your team to review and send.
MorawareGmail
Automated Moraware Material Order Follow-Up Alerts
Every morning, WebRun reviews Moraware jobs with material marked as ordered but not yet received, then posts a follow-up list to Slack so your team can chase suppliers before jobs are impacted.
MorawareSlack
Automated Moraware Countertop Job Status Digest
Every morning, WebRun opens Moraware Systemize, pulls all active jobs and their current stage, and posts a concise status digest to Slack so your whole team knows exactly where each job stands.
MorawareSlack
Automated Moraware Install Schedule Digest
Every evening, WebRun pulls the next day's installation jobs from Moraware Systemize and posts a structured schedule digest to Slack so crews know exactly where to go and when.
MorawareSlack
Automated Moraware Fabrication Bottleneck Report
Every Monday, WebRun reviews Moraware Systemize for jobs sitting in a single stage longer than expected, logs the backlog by stage to a Google Sheet, and posts a summary to Slack so you can act before a bottleneck costs you an install date.
MorawareGoogle SheetsSlack
Automated Moraware Deposit Collection Reminders
Every morning, WebRun finds Moraware jobs with a template date approaching but no deposit recorded, drafts a deposit request email for each customer, and queues them for your approval before sending.
MorawareGmail
Automated Moraware Daily Shop Schedule Digest
Every morning, WebRun pulls today's fabrication jobs from Moraware Systemize and posts a structured shop floor schedule to Slack so every station knows what it is cutting, edging, or polishing today.
MorawareSlack
Automated Knowify Google Review Request Drafts
Every day, WebRun checks Knowify for jobs marked complete and prepares a review request draft for each customer so your reputation grows with every finished project.
KnowifyGmailSlack
Automated Knowify Estimate Follow-Up Drafts
Every morning, WebRun checks Knowify for estimates that have been sent but not yet accepted, and prepares a follow-up draft for each prospect so you never let a bid go stale.
KnowifyGmail
Automated Knowify Punchlist Followup Tracking
Every morning, WebRun reviews open punchlist items in Knowify, identifies which jobs have unresolved items blocking final payment, and posts a prioritized followup list to Slack for your field team.
KnowifySlackAirtable

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