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 Applied Epic Premium Audit Reminders
Every Monday, WebRun opens Applied Epic, finds policies with a premium audit due soon, and drafts a reminder in Outlook asking the client for payroll or sales records, left unsent for your team to review and send.
Automated Missing Financial Document Reminders
Every morning, WebRun checks the required financial document list in Family Law Software against the client's shared Dropbox folder, then drafts a reminder email for anything still missing before the affidavit deadline.
Automated RIA RMD Deadline Reminders
Every Monday, WebRun checks Fidelity for clients who still owe a required minimum distribution this year, cross references their account details in Redtail Technology, and drafts a reminder email in Gmail for you to send.
Automated Prenda Weekly Progress Reports
Every Monday, WebRun pulls each student's weekly progress from Prenda, drafts a parent friendly update for every family in Gmail, and lets your guide review and send them from one Slack notice.
Automated iClassPro Waiver Form Reminders
Every morning, WebRun checks iClassPro for students missing a signed waiver or safety form ahead of their next class, drafts a reminder campaign in Mailchimp for those families, and emails the front desk a same day list of who still needs to sign.
Automated CourseStorm Waitlist Seat Openings
Every hour, WebRun checks CourseStorm for classes with a newly opened seat, finds the next person on the waitlist, and drafts them a seat-offer email in Gmail so your staff can review and send it before the seat goes to someone else.
Automated Punchpass Workshop Waitlist Alerts
When a workshop seat opens up, WebRun checks the Punchpass waitlist, drafts a seat-available email to the next person in line via Klaviyo, and posts the update to Slack for your team to send.
Automatic Weekly Lesson Plan Reminders
Every Friday, WebRun checks Teaching Strategies GOLD for each classroom's current curriculum objectives, confirms which teachers have posted next week's lesson plan to Google Drive, and posts a reminder to anyone missing in Microsoft Teams.
Automated CoreCampus Tuition Past-Due Alerts
Every Monday, WebRun checks CoreCampus for tuition installments past their due date, cross-checks payment status in QuickBooks, and posts the business office a past-due list in Slack.
Automated Bookeo Seasonal Class Announcements
When new seasonal classes go live in Bookeo, WebRun pulls the details, drafts an announcement campaign in Mailchimp, and logs which classes still need promoting in Google Sheets.
Automated Sawyer Skill Progress Updates
Every night, WebRun checks Sawyer for students whose skill level an instructor updated that day, drafts a progress update email to the family for your team to review, and files a copy of each update in Google Drive for the student's record.
Automated Method Learning Tuition Reminders
When a Stripe installment is due or fails, WebRun confirms the student is still active in Method Learning, then drafts a polite payment reminder in Gmail for your billing contact to review before sending.
Automated Teachworks Visa Enrollment Letters
Whenever a student requests a visa enrollment or attendance letter, WebRun pulls their record from Teachworks, drafts a formatted letter in Google Docs, and prepares a Gmail draft for staff to review, sign, and send.
Automated GoPrep Weekly Production Sheets
Every Monday, WebRun pulls this week's subscription and one-time orders from GoPrep, totals the meals and portions needed per prep station, logs them to a sheet, and posts your kitchen team a ready-to-prep production sheet in Slack.
Automated Trym Wholesale Order Confirmations
When a wholesale buyer places an order on LeafLink, WebRun checks available inventory in Trym, drafts an order confirmation email with the batch, quantity, and ship date, and leaves it in Gmail for your sales lead to review and send.
Automated iUNU Yield Variance by Room Reports
Every Monday, WebRun compares each grow room's actual yield in iUNU against its target and its peer rooms, logs the variance to a tracking sheet, and publishes a room-ranked report in Notion.
Automated Croptracker Spray Record Reminders
Every evening, WebRun checks Croptracker for today's scheduled spray applications, flags any block whose record is still missing product, rate, or applicator details, and pings the applicator on WhatsApp to log it before the day closes.
Automated PoultryPlan Weekly Performance Digest
Every Monday, WebRun rolls up mortality, feed conversion, egg production, and cull rate for every flock from PoultryPlan, builds the week's scorecard in Excel, and emails ownership a one-page digest ranking every house.
Automated DairyComp Vet Visit Follow-Ups
After each herd check, WebRun reviews the vet's recommendations logged in DairyComp 305, schedules internal follow-up tasks on Google Calendar, and drafts a confirmation email to the vet clinic for your manager to review before it's sent.
Automated Wholesale Bakery Reorder Reminders
Every Monday, WebRun opens BakeSmart, checks each wholesale account's usual ordering cadence, drafts a friendly reorder reminder email for any account running behind schedule, and posts who was reminded to Slack.
Automated Cropster Wholesale Reorder Reminders
Every week, WebRun checks each wholesale account's order history in Cropster, drafts a friendly reorder reminder in Gmail for any cafe due to run low, and leaves it for your sales team to review and send.
Automated Mar-Kov Seasonal Flavor Launch Checklists
WebRun checks Mar-Kov and Google Drive every Monday for formulation sign-off, QC clearance, and approved packaging artwork on your next seasonal flavor, and posts a Slack checklist showing exactly what's still blocking launch.
Automated Ekos Wholesale Order Confirmations
The moment a new wholesale order lands in Ekos, WebRun drafts an order confirmation email with the line items, price, and delivery date, and leaves it in Gmail for your sales team to review and send to the buyer.
Automated InnoVint Wine Club Allocation Emails
Each release, WebRun checks case goods available in InnoVint, matches quantities to every member's tier in Commerce7, and drafts a personalized allocation email in Mailchimp for you to review before it goes out.
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