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 DDI Inform Bin-Stock Alerts
Every hour, WebRun checks DDI Inform for VMI bins at or below their reorder point, drafts replenishment order lines for review, and posts the route rep a prioritized restock list in Slack.
Automated rfxcel Short-Dated Inventory Clearance
Every Monday, WebRun finds lots inside your clearance window in rfxcel, matches each one to customers who regularly buy that SKU, and drafts a limited-time clearance offer in Outlook for your review.
Automated Supplier Chargeback Tracking
Every Monday, WebRun opens VIP, finds new supplier chargebacks and deductions, logs each one to Google Sheets with the reason code and amount, and posts a Microsoft Teams alert on anything with fewer than five days left in your dispute window.
Automated Savance Warranty Claim Status Updates
WebRun checks warranty claims in Savance Enterprise (Klipboard) for status changes, texts the contractor a quick update when a claim is approved, and drafts an email for review when a claim is denied or needs more information.
Automated DistributionPlus Warranty Registration
Every morning, WebRun checks CP Tech DistributionPlus for water heaters sold or installed the day before, drafts the manufacturer warranty registration for each in Outlook for your team to review and submit, and logs the registration status to Google Sheets so nothing misses the window.
Automated Eclipse Wire Cable Cut Tracking
WebRun totals up the day's wire and cable cuts from Epicor Eclipse tickets, compares the footage against each reel's on-hand record, and posts your warehouse team a Slack log flagging low reels and count mismatches.
Streamtime Automated Website Launch Checklist
Every morning during launch week, WebRun checks Streamtime for which website projects have a launch date coming up, reads the open cards on that project's Trello checklist, and posts your team a Slack list of exactly what's still outstanding before go live.
Sprout Social Automated Weekly Post Digests
Every Monday, WebRun pulls every post scheduled for the week ahead from Sprout Social, organizes it by client in a Notion digest, and posts a summary to Slack so the whole team starts the week knowing what's going out and when.
Muck Rack Automated Retainer Renewal Reminders
Every Monday, WebRun checks each client's retainer end date in Google Sheets against this quarter's results in Muck Rack, flags renewals coming up in the next 30 days, and drafts a renewal email in Gmail for your account lead to review.
Function Point Automated Weekly Project Digest
Every Monday, WebRun checks Function Point for every active project's status, milestone, and any flagged risk, confirms the linked files in Google Drive, and posts your leadership team a Slack digest to open the week.
Syngency Automated Weekly Booking Digest
Every Monday, WebRun opens Syngency, pulls every booking scheduled for the week with talent, client, call time, and location, logs it to a running Google Sheet, and posts your team a Slack digest of the week ahead sorted by day.
Studio Hero Automated Weekly Schedule Digests
Every Monday, WebRun pulls the week's confirmed bookings from Studio Hero, cross checks them against Google Calendar, and posts the full schedule to Slack for the whole team.
Studio Ninja Automated Weekly Session Digest
Every Monday, WebRun opens Studio Ninja, gathers every session booked for the week ahead, cross-checks Google Calendar for conflicts, and posts a clean weekly digest to Slack so your team starts the week aligned.
Total Party Planner Automated Vendor Order Reminders
WebRun checks upcoming events against each vendor's order lead time, drafts the order email for anything due, and leaves it queued so nothing ships or bills without your sign-off.
Planning Pod Automated Weekly Events Digest
WebRun pulls every event scheduled in Planning Pod for the next 4 weeks every Monday, checks each one's status across budget, staffing, and vendor logistics, and posts a digest to Slack and a tracking sheet in Google Sheets.
Aisle Planner Automated Venue Walkthrough Scheduling
WebRun checks Aisle Planner each morning for weddings that need a venue walkthrough scheduled, proposes open times from your calendar, logs the tracker in Google Sheets, and drafts the invite email to the venue coordinator for your review.
Automated Restricted List Update Alerts
Every hour, WebRun checks ComplySci across your clients for restricted list changes, files the updated list in Egnyte, and alerts your compliance team in Slack the same hour it changes.
Automated Valuation Request Follow Ups
WebRun checks Rouse Services for valuation requests stuck waiting on client information, checks DocuSign for engagement letters still unsigned, drafts a follow up email in Gmail for each, and posts the tracker to Telegram.
Automated State Filing Rejection Alerts
WebRun finds filings marked rejected by the state in Athennian, drafts the corrected packet for re-signature in Adobe Acrobat Sign, and alerts your compliance team in Slack with the rejection reason.
Automated Pension Valuation Request Tracking
Every Monday, WebRun checks which pension and retirement valuation requests logged in Family Law Software are still outstanding, prepares the release authorization in DocuSign, and drafts a follow-up email to the actuary, both left unsent for review.
Automated Workiz Web Inquiry Instant Replies
The moment someone submits your website's duct cleaning inquiry form, WebRun logs them as a lead in Workiz, drafts a personalized reply in Gmail, and pings your office in Telegram to approve and send within minutes.
Automated Handyman Maintenance Reminders
Every Monday, WebRun applies your maintenance interval to each customer's last completed job in Housecall Pro, drafts a text reminder in Twilio for anyone due this week, and logs each queued reminder to a Google Sheet so nobody gets reminded twice.
Automated Silo Delivery Route Manifests
Every morning before dispatch, WebRun pulls today's confirmed orders and loads from Silo, builds a route manifest per truck in Google Sheets, and texts each driver their stop list and load details through Twilio.
Automatic Seasonal Supply Preorder Reminders
Ahead of each season, WebRun checks which key accounts have not yet placed their seasonal preorder in JanSanix based on last year's purchase history, drafts a reminder for the rep to send, and sets a follow up on the rep's calendar.
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