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 Tax Fee Collection
WebRun checks TaxDome for unpaid invoices, flags them in Slack, and drafts a polite Stripe payment reminder for each client so the preparer can review and send before releasing the return.
Automated Auto Body Review Requests
After a vehicle is marked delivered in Tekmetric, WebRun drafts a review request message for Google Business and queues it in Slack for your team to approve before it reaches the customer.
Automated Car Wash Membership Upsell
WebRun finds single-wash customers in DRB who have visited multiple times, drafts a targeted membership offer via Mailchimp, and posts the upsell list to Slack for your team to review before any campaign goes out.
Automated Dog Boarding Reservation Intake
Every time a new boarding or daycare booking is created in Gingr, WebRun logs it to Google Sheets and alerts the front desk in Slack.
Automated Grooming Rebooking Reminders
WebRun checks MoeGo for clients who are due for their next groom by breed cycle, drafts a rebooking text for each, and queues it in Twilio for your approval.
Automated Tattoo Studio Review Requests
WebRun checks Booksy for sessions completed yesterday, drafts a personalised Google Business review request for each client, and queues the messages in Slack for your approval before sending.
Automated Nail Salon Sales Digest
Every evening, WebRun pulls daily sales, tips, and service totals from GlossGenius and posts a clean digest to Slack so the owner always knows how the day went.
Automated Home Health Referral Intake
WebRun logs every inbound hospital referral into Google Sheets and alerts your intake team in Slack so no admission opportunity slips through.
Automated Pre-Op Task Tracking
WebRun checks Nextech for upcoming surgical patients with outstanding pre-op clearances or labs, drafts reminder emails in Gmail, and posts a task list to Slack for your care coordinator to review.
Automated Podiatry Referral Tracking
WebRun logs inbound referrals in Google Sheets, drafts a thank-you email in Gmail to the referring physician for staff review, and posts a Slack alert so no referral relationship goes unacknowledged.
Automated Order Routing by Area
WebRun reads new orders from Google Sheets, matches each to the nearest available appraiser by coverage area, and posts an assignment alert in Slack.
Automated Milestone Invoicing
WebRun checks QuickBooks for milestone invoices that are due or overdue, drafts polite payment reminder emails for your review, and posts the outstanding list to Slack so you never miss a collection.
Automated Episode Production Tracking
WebRun checks Descript for newly completed edits, updates the episode status in Google Sheets, and posts a Slack digest so the team always knows what stage each episode is at.
Automated Leaderboard Posts
WebRun compiles weekly leaderboard data from Google Sheets, drafts a social post for approval in Slack, and queues it for Telegram so your fans stay engaged.
Automated Party Rental Quote Intake
Every time a new quote request comes in, WebRun logs it to Google Sheets and alerts your team in Slack so no inquiry slips through the cracks.
Automated DJ Lead Source Report
Every month, WebRun pulls booking data from DJ Event Planner, tallies leads and conversions by source, logs the results to Google Sheets, and posts a summary to Slack.
Automated Recurring Clean Reminders
WebRun checks The Customer Factor for clients due for their next clean, drafts a personalised nudge text for each, and alerts your team in Slack before anything is sent.
Automated AV Proposal Follow-Ups
WebRun scans D-Tools for proposals open past your follow-up window, drafts a polite nudge email in Gmail, and alerts your sales team in Slack.
Automated Rental Billing Reconciliation
Every day, WebRun compares completed aircraft reservations in Flight Schedule Pro against invoices in QuickBooks, flags any rental or fuel charges that are missing or mismatched, and posts a reconciliation summary to Slack.
Automated On-Ramp Progress Tracking
WebRun tracks on-ramp progress in PushPress, identifies clients ready to graduate to group classes, drafts a next-step email for each, and posts a progress summary to Slack.
Automated Class Pass Expiry Reminders
Every morning, WebRun checks Punchpass for expiring class passes, drafts a reminder text via Twilio for each client, and posts the pending batch to Slack for your approval.
Automated Price Sync Checks
WebRun compares Shopify and Square prices each day, flags any mismatches between your online store and your in-store catalog, and posts a discrepancy report to Slack so staff can correct the difference before a customer notices.
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Automated Online Order Routing
When a new order arrives on TCGplayer, WebRun alerts staff in Slack with the pull list and drafts a shipping confirmation email in Gmail for review.
Automated Menu Price Checks
WebRun compares Dutchie online menu prices against your master price list in Google Sheets each day, flags any mismatch, and posts the discrepancies to Slack so staff can correct them before customers see a wrong price.
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