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 TrueAccord Escalation Candidate Flags
WebRun scans TrueAccord daily for accounts that have exhausted standard digital outreach without resolution and flags them as escalation candidates so your team can decide the next step before the account ages further.
Automated TrueAccord Dispute Handling Queue
WebRun monitors TrueAccord for newly filed consumer disputes, captures the key details, and routes each one to the appropriate handler with a deadline alert so nothing goes unresponded to.
Automated TrueAccord Daily Recovery Report
Every evening, WebRun pulls the day's collection activity from TrueAccord, summarizes payments received, accounts resolved, and outreach sent, and posts a structured daily report to your team's Slack channel.
Automated TrueAccord FDCPA Call Window Compliance Check
WebRun cross-checks your TrueAccord account list against FDCPA-permitted call hours by time zone before each outreach run, and flags any account that would be contacted outside the legal window.
Automated TrueAccord Cease-Contact Honor Check
WebRun cross-checks your TrueAccord accounts against the cease-contact list before any outreach cycle begins, flags any account that should not be contacted, and alerts your compliance team so no prohibited contact is made.
Automated TrueAccord Broken Promise Worklist
WebRun scans TrueAccord each morning for accounts where a promised payment was not received, compiles a prioritized worklist, and sends it to your team in Slack.
Automated TrueAccord Agent Performance Report
Every Monday, WebRun pulls TrueAccord performance data by collector or agent, computes key metrics like accounts worked and recovery rate per agent, and posts a structured performance digest to your management team in Slack.
Automated TrueAccord Account Placement Onboarding
WebRun reads a new-placement file from Google Sheets, verifies required fields, and stages the accounts for TrueAccord import so your team can complete placement in minutes rather than hours.
Automated Tive Shipment Condition Digest
Every morning, WebRun pulls condition data from all active Tive trackers, summarises temperature, humidity, shock, and location for each shipment, and posts a clean digest to Slack so your team starts the day informed.
Automated Tive Tracker Battery Low Alerts
WebRun scans all active Tive trackers for low battery status and posts an alert to Slack before any tracker goes dark mid-shipment, so you can arrange a replacement before visibility is lost.
Automated Tive QA Deviation Review Queue
WebRun monitors Tive for all temperature deviation events not yet reviewed by QA, adds each to a Google Sheets review queue with full sensor context, and posts a daily summary to Slack so no deviation is closed without proper oversight.
Automated Tive New Lane Validation Kickoff
When you add a new cold-chain lane, WebRun creates a structured validation monitoring plan in Google Sheets, sets up the recommended Tive tracker assignments and alert thresholds, and posts a kickoff checklist to Slack so nothing is missed before the first commercial shipment runs.
Automated Tive Lane Excursion Trend Report
Every week, WebRun analyses Tive excursion data across all lanes, calculates excursion rates and average severity per lane, and posts a ranked trend report to Google Sheets so your team can focus lane improvement efforts where they matter most.
Automated Tive Geofence Arrival Digest
Every evening, WebRun reviews all Tive geofence arrival events from the day, compiles an arrival digest with condition status at the time of entry, and posts it to Slack so your team has a clean daily arrival log.
Automated Tive Excursion Root Cause Worklist
WebRun reviews all temperature excursions logged in Tive over the past week, groups them by lane, carrier, and origin, and posts a ranked worklist to Google Sheets so your QA team can investigate root causes systematically.
Automated Tive Delayed Reefer Shipment Flags
WebRun cross-checks Tive shipment ETAs against scheduled delivery windows and flags any temperature-sensitive shipment running late, so your team can proactively manage cargo risk before a delay becomes a loss.
Automated Tive Daily In-Transit Shipment Report
Every morning, WebRun reads all active Tive shipments, compiles a status report covering location, condition, and ETA for each, and posts it to Google Sheets so leadership has a live snapshot of the entire in-transit fleet.
Automated Tive Customer Condition Report Drafts
After each Tive shipment closes, WebRun assembles a professional condition report covering temperature, humidity, shock, and location history, then drafts it for your review before it goes to the customer.
Automated Tive Claim Evidence Packet Drafts
When a temperature excursion needs a cargo claim, WebRun pulls all relevant Tive sensor data for the affected shipment, assembles the excursion timeline, and drafts a claim evidence packet in Google Sheets ready for your review before it goes to the carrier or insurer.
Automated Tive Carrier Excursion Scorecard
Every month, WebRun analyses Tive excursion data across all carriers, calculates an excursion rate and average severity score for each, and writes a ranked carrier scorecard to Google Sheets so you know which partners are protecting your cold chain and which need improvement.
Automated Clover Tip Reconciliation Report
Every morning, WebRun reads yesterday's Clover tip data broken down by employee, checks for any missing or adjusted tips, and logs the reconciliation to a Google Sheet so payroll always starts with accurate numbers.
Automated Clover Refund and Void Anomaly Alerts
Every morning, WebRun scans Clover for refunds and voids above your threshold or outside normal hours, flags anomalies, and posts a review list to Slack so you can investigate before the day gets busy.
Automated Clover New Merchant Onboarding Checklist
When a new merchant is set up on Clover, WebRun runs through the standard onboarding checklist, logs completed steps to a Google Sheet, and drafts a welcome summary for the account manager to review before sending.
Automated Clover Negative Review Routing to Slack
Whenever Clover's customer feedback captures a low rating, WebRun reads the detail, drafts a manager alert with the customer and order context, and posts it to Slack so the team can follow up before the customer posts publicly.
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