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 Accolent ERP Service Contract Renewals
Every week, WebRun checks equipment service contracts in Accolent ERP expiring within 60 days, confirms the account is current in QuickBooks, and drafts a renewal reminder in Outlook for your service coordinator to review and send.
DMSi Agility Automated Storm Demand Surge Report
Every few hours after severe weather, WebRun compares today's order volume in DMSi Agility against your baseline by branch and zip code, logs the surge in Google Sheets, and pushes a Telegram alert to purchasing when a branch is at risk of running out.
Automated Vendor Lead Time Delay Alerts
Every morning, WebRun checks DDI Inform for vendor purchase orders past their confirmed ship date, finds the customer orders waiting on them, drafts a delay notice for review, and alerts purchasing in Microsoft Teams.
Automated rfxcel Serialization Verification
The moment rfxcel flags a package that fails serialization verification, WebRun cross-checks the serial number in TraceLink and drafts a follow-up to the manufacturer in Outlook for your review.
Automated Excise Tax Filing Reminders
Each month, WebRun opens VIP, totals case sales by state and product type, builds the excise tax filing worksheet in Google Sheets, and posts a Slack reminder to compliance with the deadline and the numbers ready. It never files the return itself.
Automated HVAC Utility Rebate Tracking
WebRun finds high efficiency equipment sales in Savance Enterprise (Klipboard) that qualify for a utility rebate, compiles the submission packet, and drafts the rebate email for your team to send.
Automated DistributionPlus Showroom Reminders
Every night, WebRun checks CP Tech DistributionPlus for tomorrow's showroom appointments, drafts a friendly reminder email for each customer in Outlook for your showroom team to send, and posts the day's full appointment list to Slack so staff can prep the right displays.
Automatic Vendor Price Increase Tracking
WebRun scans your inbox for manufacturer price increase notices, flags the affected items and current cost in Epicor Eclipse, and posts purchasing and sales a Slack digest so pricing gets updated before it costs you margin.
Streamtime Automated Team Capacity Digest
Every Monday morning, WebRun checks Streamtime for how many hours each team member is scheduled this week, cross checks Google Calendar for any time off, and posts your team a Slack digest of who's overloaded and who has room to take on more.
Sprout Social Automated Posting Confirmations
Every morning, WebRun checks Sprout Social to confirm today's scheduled posts are still queued and error free, cross-checks them against launches and key dates on the shared Google Calendar, and posts a confirmation, or an alert if something is stuck, to Slack.
Muck Rack Automated Reporter Relationship Notes
Every Monday, WebRun checks Muck Rack for journalists your team has not contacted in 60 days but has covered you before, and drafts a short, genuine check-in email for each in Gmail, ready for your team to personalize and send.
Function Point Automated Timesheet Reminders
Every morning, WebRun checks Function Point for staff who haven't logged time for the previous work day, skips anyone away in Google Calendar, and sends each person a friendly Slack reminder before the deadline slips.
Syngency Automated Usage and Residual Tracking
Every Monday, WebRun checks Syngency for bookings with usage rights or residual windows expiring in the next 30 days, cross checks Xero for whether the renewal has been billed, drafts a renewal invoice in Xero for anything unbilled, and logs the full status in Google Sheets.
Studio Hero Automated Room Utilization Reports
Every Monday, WebRun pulls the past week's sessions from Studio Hero, calculates booked and idle hours per room and engineer in Google Sheets, and sends the summary to Telegram.
Studio Ninja Automated Shoot Day Text Reminders
Every afternoon, WebRun checks Studio Ninja for sessions booked for tomorrow, drafts a reminder text for each client in Twilio, and sends your team tomorrow's full shoot day sheet in Telegram.
Total Party Planner Automated Staff Shift Reminders
WebRun finds every event staffed in the next few days, checks for scheduling conflicts, and posts the crew a shift roster in Telegram so everyone knows where to be.
Planning Pod Automated Venue Contract Alerts
WebRun checks venue contracts in Planning Pod every Monday for terms expiring within 60 days, logs each to Google Sheets, and drafts a renewal inquiry in Outlook to the venue for your review.
Automated Regulatory Change Alert Digests
Every morning, WebRun checks SEC.gov for new rule releases, matches them against each client's compliance calendar in ComplySci, and posts your team a Slack digest of what applies and to whom.
Automated Site Visit Photo Upload Reminders
WebRun checks Rouse Services for inspections completed yesterday, checks Dropbox for the matching photo folder, texts the field appraiser through Twilio if photos are still missing, and posts any gaps to Slack.
Automated Service of Process Notifications
WebRun logs each service of process document received in Athennian, stores the scanned copy in Dropbox, and drafts an urgent client notification email in Gmail for your review the moment it lands.
Automated W2 and 1099 Year End Checklist
Every Monday from November through January 31, WebRun opens Payroll Relief to check each client's W2 and 1099 readiness, cross checks 1099 contractor totals against the client's QuickBooks records, and logs a master year end checklist status per client into Google Sheets.
Automated Seller Financial Document Reminders
WebRun checks your Google Sheets checklist against what's actually been received for each listing, and drafts a friendly Gmail reminder to the seller for whatever financial document is still missing.
Automated CaseWare IDEA Anomaly Alerts
Every night, WebRun runs CaseWare IDEA's exception tests against the day's transaction data, logs every flagged item to a Google Sheet with the test that caught it, and pings you on Telegram the moment a high-risk anomaly needs a closer look.
Automated Valuation Data Follow-Up Requests
Every Monday during a valuation cycle, WebRun opens AXIS, finds which cedants and data providers still owe a policy, claims, or asset extract, drafts a follow-up email for each one in Gmail, and leaves every draft unsent for you to review.
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