Templates
Workflow templates.
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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 SpotOn Peak Hour Staffing Analysis
Every week, WebRun analyzes your SpotOn hourly sales data, compares transaction volume against your scheduled headcount in Google Sheets, and flags hours where you were understaffed or overstaffed.
Automated SpotOn Reservation No-Show Report
Every morning, WebRun reviews the prior evening's SpotOn reservations, identifies parties that did not show, and logs each no-show in a Google Sheet with the party size and estimated revenue impact so you can refine your reservation policy.
Automated SpotOn Bar Sales Digest
Every night, WebRun pulls the day's sales totals from SpotOn, organizes them by category and bartender, and posts a clean digest to Slack so you know exactly where you landed before you close.
Automated SpotOn New Venue Onboarding Checklist
When you open a new venue location, WebRun walks through your SpotOn setup checklist, confirms each required configuration is complete, and posts a progress report to Slack so the opening team knows what is done and what still needs attention.
Automated SpotOn Low Liquor Stock Alerts
Every morning, WebRun checks SpotOn's inventory levels for your tracked spirits, beer, and wine, and sends a Telegram message to the bar manager listing anything that has dropped below your reorder point.
Automated SpotOn Keg Depletion Alerts
Every morning, WebRun checks your SpotOn keg inventory levels, calculates projected depletion based on recent pour rates, and sends a Telegram alert listing any keg that will likely run out within the next two service days.
Automated SpotOn Happy Hour Performance Report
Every week, WebRun pulls SpotOn sales for your defined happy hour time window, compares them to the same window on non-happy-hour days, and posts a performance comparison to Slack so you can see the true lift from the promotion.
Automated SpotOn Event Night Sales Recap
The morning after any tagged event night, WebRun pulls SpotOn sales, covers, average spend, and top-selling items from that evening and posts a formatted recap to Slack so ownership can evaluate the event's ROI immediately.
Automated SpotOn Comp and Void Anomaly Alerts
Every morning, WebRun reviews the prior night's SpotOn comp and void totals, flags any employee or shift with activity above your normal threshold, and posts the alert to Slack for manager review.
Automated SpotOn Bartender Sales Leaderboard
Every Monday, WebRun pulls last week's per-bartender sales totals from SpotOn and posts a ranked leaderboard to your Slack channel so the team sees who led the week.
Automated Suralink Sampling Request Follow-Up
WebRun checks your Suralink request list each morning for items tied to sampling selections that are still unfulfilled, compiles the outstanding list, and drafts a follow-up note for your review before any client contact is made.
Automated Suralink Audit Rollforward Preparation
When an audit engagement closes in Suralink, WebRun reviews the prior-year PBC request list, identifies carryforward items, and generates a pre-populated rollforward checklist for the next cycle, saved in Google Sheets for your team to refine.
Automated Caseware Review Note Clearing Queue
Every morning, WebRun opens Caseware and collects every uncleared review note across active engagements, groups them by preparer, and posts a prioritized clearing queue to your team in Slack.
Automated Suralink PBC Request Chaser
WebRun scans your Suralink PBC list each morning, finds requests that are overdue or still open, and drafts a courteous follow-up message to each client contact for your review before sending.
Automated Suralink Overdue Request Worklist
WebRun pulls every overdue request from Suralink each morning, organizes them by engagement and aging bucket, and delivers a prioritized worklist to your team in Google Sheets so you know exactly where to focus.
Automated Suralink New Engagement Onboarding Kickoff
When a new engagement is created in Suralink, WebRun sets up the standard PBC request list, creates onboarding tasks in Airtable, and drafts the client welcome email for your team to review before sending.
Automated Suralink Engagement Status Digest
Every Monday, WebRun opens Suralink and summarizes the completion percentage, open request count, and recent client activity for every active engagement, then posts the digest to your team Slack channel.
Automated Suralink Document Completeness Check
WebRun reviews your Suralink request list and checks that every fulfilled item has an accepted document, not just an upload, then flags any request where the file was returned or where the upload looks incomplete.
Automated Suralink Engagement Deadline Tracker
WebRun checks your Suralink engagement deadlines each morning and sends your team a Slack alert for any deadline arriving in the next 7 days, so no fieldwork or filing date is missed.
Automated Suralink Confirmation Follow-Up Tracker
Every Monday, WebRun reviews your outstanding confirmation requests in Suralink, identifies those with no response, logs the aging in Google Sheets, and drafts a follow-up for your team to review and send.
Automated Suralink Client Portal Inactivity Flags
WebRun checks each active Suralink client portal every morning and flags any client who has not logged in or uploaded a document in the past 5 days, then posts a prioritized inactivity report to Slack.
Automated Audit Engagement Budget vs. Actual Report
Every Monday, WebRun compiles budgeted hours vs. hours logged for each active engagement and posts a variance report to your team in Google Sheets and Slack so managers can spot overruns early.
Automated Versapay Short Payment Investigation Queue
WebRun scans Versapay for payments received below the invoiced amount, logs each short payment in a Google Sheet investigation queue, and alerts your AR team in Slack to follow up.
Automated Versapay Promise-to-Pay Follow-Up
WebRun checks Versapay each morning for customers who promised to pay by a specific date but have not, drafts a firm follow-up for each, and flags them for your AR team to review.
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