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 Knowify Progress Billing Milestone Reminders
Every week, WebRun checks Knowify for jobs where progress billing milestones are coming due, and drafts a reminder to your billing team so no draw deadline is missed.
Automated Knowify Overdue Invoice Reminders
Every Monday, WebRun opens Knowify, finds invoices past their due date, drafts a polite payment reminder for each customer, and posts the outstanding balance list to Slack for your review.
Automated Knowify New Bid Follow-Up Tracking
Every morning, WebRun scans Knowify for new bids submitted in the last 48 hours, checks their follow-up status, and posts a tracking list to Slack so your estimators know exactly which prospects to call today.
Automated Knowify Material Reorder Alerts
Every morning, WebRun checks Knowify for materials falling below your reorder threshold and posts a restock alert to Slack so you can place orders before a job runs dry.
Automated Knowify Lien Waiver Collection Tracking
Every week, WebRun checks Knowify for jobs where lien waivers are missing or overdue, and drafts a collection request for each subcontractor or supplier so you can keep your draws moving.
Automated Knowify Job Costing Variance Digest
Every morning, WebRun opens Knowify, compares estimated versus actual costs on active jobs, and posts a variance digest to Slack so your team can act before overruns compound.
Automated Knowify Equipment Utilization Report
Every Monday, WebRun pulls equipment and time tracking data from Knowify and posts a weekly utilization report to Slack so you can spot underused assets and catch scheduling bottlenecks before they cost you.
Automated Knowify Daily Crew Schedule Digest
Every morning, WebRun pulls today's jobs and crew assignments from Knowify and posts a structured schedule digest to Slack so every foreman and crew lead knows exactly where to be.
Automated Knowify Change Order Follow-Up Drafts
Every morning, WebRun checks Knowify for change orders that have been sent but not yet signed, and drafts a polite follow-up email for each one for your review before sending.
Automated nCino Pipeline Stage Digest
WebRun opens nCino each morning, reads the stage and status of every active loan application, and posts a structured pipeline digest to Slack so your lending team starts the day with a clear picture of the book.
Automated nCino New Application Intake Routing
WebRun monitors nCino for newly submitted commercial loan applications, reads the loan type and requested amount, and posts an intake routing alert in Slack so the right loan officer is assigned and starts the deal within hours, not days.
Automated nCino Collateral Document Worklist
WebRun checks nCino for every loan in underwriting or closing with incomplete collateral documentation, builds a prioritized worklist, and alerts the assigned loan officer in Slack so nothing stalls at the collateral desk.
Automated nCino Loan Maturity Renewal Reminders
WebRun scans nCino weekly for commercial loans maturing within 90 days, alerts the assigned relationship manager in Slack, and drafts a borrower renewal outreach email for RM review so no maturity sneaks up on the portfolio.
Automated nCino Loan Document Chaser
WebRun checks nCino for every open loan with outstanding document requirements, identifies what is still missing, and drafts a polite follow-up message to the borrower for your review before sending.
Automated nCino Financial Statement Reminders
WebRun checks nCino for every loan requiring a periodic financial statement, identifies which are coming due, and drafts reminder emails to borrowers for your loan officers to review and send.
Automated nCino Expiring Rate Lock Alerts
WebRun scans nCino every morning for rate locks approaching their expiration date, alerts the assigned loan officer in Slack, and drafts a borrower notification for officer review so no lock expires without action.
Automated nCino Loan Exception Clearing Queue
WebRun opens nCino each morning, reads all open loan exceptions across the portfolio, groups them by type and age, and posts a prioritized clearing queue to Slack so your team works through exceptions in order of risk and age.
Automated nCino Credit Memo Prep Queue
WebRun scans nCino for deals that have cleared the application stage and are ready for underwriting, compiles the key deal data, and posts a prioritized prep queue to the underwriting team so no deal waits in limbo.
Automated nCino Covenant Compliance Tracking
WebRun monitors nCino for every active loan with covenant requirements, flags items approaching their due date, and posts a daily compliance digest to your team so no borrower falls out of compliance unnoticed.
Automated nCino Approval Bottleneck Digest
WebRun scans nCino daily for deals stuck waiting for a credit approval, committee review, or loan board sign-off and posts a bottleneck digest to the lending manager so slowdowns are surfaced before they become problems.
Automated nCino Annual Review Due Tracker
WebRun checks nCino weekly for commercial loans whose annual credit review is coming due, logs them in a tracking sheet, and alerts each relationship manager so reviews are completed on time and the portfolio stays current.
Automated TrueAccord Right-Party Contact Flags
WebRun reviews TrueAccord daily for accounts in active outreach where right-party contact has not yet been verified, and surfaces them to collectors so resources focus on accounts with confirmed contact.
Automated TrueAccord Payment Reminder Drafts
WebRun scans TrueAccord for accounts approaching or past their next payment due date, drafts a compliant reminder message for each, and queues the drafts for collector review before any message is sent.
Automated TrueAccord Payment Plan Follow-Up
WebRun checks TrueAccord for payment plans due this week, flags any at risk of missing a payment, and queues draft outreach for your team to review before sending.
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