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 Clover Low Stock Inventory Alerts
Every morning, WebRun checks your Clover inventory for items at or below your reorder point and sends a low-stock alert to Telegram so you can reorder before items run out on the floor.
Automated Clover End-of-Day Reconciliation
Every evening, WebRun compares your Clover closing totals against expected figures, flags any cash or card variances, and logs the results to a Google Sheet so nothing slips through.
Automated Clover Employee Shift Sales Report
Every morning, WebRun pulls yesterday's Clover shift data, breaks down sales and transaction counts per employee, and logs the results to a Google Sheet so managers can track performance without manual exports.
Automated Clover Declined Transaction Tracking
Every morning, WebRun scans yesterday's Clover transactions for declines, logs the count and amounts by decline reason to a Google Sheet, and flags any spike so you can investigate payment issues before they affect more customers.
Automated Clover Daily Sales Digest
Every morning, WebRun pulls yesterday's sales from Clover, summarises totals by tender type and category, and posts a clean digest to Slack so you start the day with the full picture.
Automated Clover Customer List Sync to Mailchimp
Every week, WebRun exports new and updated customers from Clover and syncs them to your Mailchimp audience so your marketing list stays current without manual CSV exports.
Automated Clover Chargeback Evidence Drafts
When a chargeback appears in Clover, WebRun finds the original transaction details, compiles an evidence summary, and drafts a rebuttal document for your review before submission.
Automated Clover Batch Settlement Mismatch Alerts
Every morning, WebRun compares your Clover daily batch settlement totals against transaction totals, flags any mismatch above your threshold, and logs the result to a Google Sheet so your bookkeeper has a clean audit trail.
Automated Xactware Settlement Variance Flags
Every Monday, WebRun compares final settlement amounts against the Xactimate estimates for recently closed claims, flags files with significant variance, and writes the results to Google Sheets for QA review.
Automated Xactware Reinspection Worklist
WebRun checks XactAnalysis for claims flagged for reinspection, sorts them by priority and age, and writes a ready-to-action worklist to Airtable each morning.
Automated Xactware Policyholder Update Drafts
WebRun reads the latest claim progress in XactAnalysis, drafts a polite status update email for each policyholder in Gmail, and queues every draft for your adjuster to review and send.
Automated Encircle Photo Documentation Check
Before an adjuster submits an estimate in Xactimate, WebRun checks Encircle for required photo coverage and flags any gaps to the adjuster in Slack, preventing estimate rejections.
Automated Claims Missing Documentation Chaser
WebRun checks Encircle and XactAnalysis for open claims missing required photos, reports, or field notes, and posts a daily chaser list to your team in Slack.
Automated Xactware Claim File Aging Report
Every Monday, WebRun pulls aging data from XactAnalysis, groups files by age bracket and claim type, and sends your management team a clear aging report in Slack.
Automated Xactware Estimate Approval Queue
WebRun checks XactAnalysis for estimates awaiting approval, identifies how long each has been sitting, and posts a prioritized queue to your team in Google Sheets every morning.
Automated Xactware Claim Cycle Time Report
Every Monday, WebRun pulls cycle-time data from XactAnalysis, calculates average time per stage, and writes a weekly cycle-time report to Google Sheets so you can see exactly where claims are stalling.
Automated Xactware Claim Status Digest
Every morning, WebRun opens Xactimate and XactAnalysis, pulls the current status of every open claim, and posts your team a clean summary in Slack so nothing slips through.
Automated Xactware Carrier SLA Watchlist
WebRun monitors XactAnalysis daily, identifies claims approaching carrier SLA deadlines, and posts a prioritized at-risk watchlist to Telegram so your team can intervene before a breach.
Automated Xactware Claim Assignment Routing
When new claims arrive in XactAnalysis, WebRun reads the loss type, location, and complexity, matches each claim to the best-fit available adjuster, and posts the routing recommendation to your supervisor in Slack.
Automated Xactware Adjuster Workload Digest
Every morning, WebRun reads each adjuster's open-file count and stage breakdown from XactAnalysis and posts a team workload digest to Slack so supervisors can rebalance assignments before overloads develop.
Automated Motive Missing POD Follow-Up
Every morning, WebRun checks Motive for completed trips that still lack a signed proof of delivery and drafts a follow-up message to the dispatcher responsible so no invoice is blocked waiting for a missing document.
Automated Motive Engine Fault Code Alerts
Every morning, WebRun checks Motive for new engine fault codes across your fleet and sends your maintenance team a Slack alert with vehicle, fault code, and severity so repairs are scheduled before a breakdown happens.
Automated Motive IFTA Mileage Reporting
Each quarter, WebRun pulls GPS-verified mileage by jurisdiction from Motive and compiles a clean IFTA report in Google Sheets, ready for your tax preparer to file.
Automated Motive Idle Time Fuel Report
Every Monday, WebRun pulls idle time data from Motive, calculates estimated fuel cost per driver, and posts a ranked report to Slack so your ops team coaches the right people.
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