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.

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All categories
Automated Tax Extension Worklist
WebRun compiles a list of Drake Tax returns that need an extension filed, logs them in Google Sheets, and posts a Slack alert so your team can act before the original deadline.
Drake TaxGoogle SheetsSlack
Automated Rental Coordination
When a repair job is flagged as needing a rental, WebRun logs the requirement in Google Sheets, drafts a rental request email in Gmail, and alerts your coordinator in Slack to arrange the vehicle before drop-off day.
GmailGoogle SheetsSlack
Automated Car Wash Membership Save
WebRun watches Washify for membership cancellations and declined payments, drafts a personal save offer for each member, and alerts your team in Slack so someone can follow up.
WashifySlackTwilio
Automated Pet Report Cards
Every afternoon, WebRun drafts a daily report-card email for each boarding guest's owner and queues the drafts for staff review before sending.
PetExecGmailSlack
Automated Tattoo Inquiry Intake
WebRun logs every new design inquiry from Instagram DMs or your contact form into Google Sheets, drafts a reply for the artist to review, and alerts the team in Slack.
Google SheetsGmailSlack
Automated Nail Salon Review Requests
WebRun finds completed appointments in Booksy, drafts a post-visit review request for each client, monitors new reviews on Google Business, and posts a summary to Slack for the team.
BooksyGoogle BusinessSlack
Automated Recertification Tracking
WebRun tracks every patient's 60-day recertification window in Axxess, logs upcoming deadlines to Google Sheets, and drafts reminder alerts for the clinical team before time runs out.
AxxessGoogle SheetsSlack
Automated Post-Op Check-In Messages
WebRun finds patients who had surgery yesterday or seven days ago in Symplast, drafts personalized post-op check-in texts via Twilio, and queues them in Slack for clinical staff to approve before sending.
SymplastTwilioSlack
Automated Podiatry Patient Reactivation
WebRun finds patients in ModMed who have not been seen in 12 or more months, logs them in Google Sheets, and drafts a reactivation email in Mailchimp for staff review before anything is sent.
ModMedMailchimpGoogle Sheets
Automated Appraisal Order Intake
WebRun logs new appraisal orders from AMCs into Google Sheets and alerts the appraiser in Slack so nothing slips through.
ACIGoogle SheetsSlack
Automated License Expiry Tracking
WebRun scans your license tracking sheet for music and stock footage licenses expiring soon, posts a flagged list to Slack, and drafts a renewal reminder email for each supplier.
Google SheetsSlackGmail
Automated Pre-Record Prep Reminders
The day before each recording, WebRun drafts a prep and tech-check email for the guest and posts it to Slack for the host to review before sending.
RiversideGmailSlack
Automated Gift Card Reminders
WebRun finds unredeemed gift cards in Resova, drafts a friendly reminder email in Gmail for each recipient, and queues the messages in Slack for approval before sending.
ResovaGmailSlack
Automated Rental Quote Follow-Ups
WebRun checks Goodshuffle Pro for quotes that haven't been accepted, drafts a polite follow-up email for your review, and alerts your team in Slack so nothing stalls.
Goodshuffle ProGmailSlack
Automated DJ Inquiry Intake
When a new event inquiry arrives, WebRun logs it to Google Sheets and alerts you in Slack so no lead slips through.
DJ Event PlannerGoogle SheetsSlack
Automated Window Cleaning Quote Intake
WebRun logs every new window cleaning quote request into Google Sheets and alerts your office in Slack so no lead slips through.
ResponsiBidGoogle SheetsSlack
Automated AV Project Intake
Every time a new project inquiry lands, WebRun logs it in Google Sheets, creates a D-Tools project record, and alerts your sales team in Slack.
D-ToolsGoogle SheetsSlack
Automated Flight Lesson Reminders
WebRun reads upcoming lessons from Flight Schedule Pro, drafts SMS reminder texts for each student, and queues them in Twilio for your review before sending.
Flight Schedule ProTwilioSlack
Automated Gym Membership Renewals
WebRun finds contracts expiring within two weeks in Zen Planner, drafts a renewal email for each member in Gmail, and posts a renewal worklist to Slack so staff can follow up before memberships lapse.
Zen PlannerSlackGmail
Automated Yoga Member Winback
Every week, WebRun finds lapsed members in WellnessLiving, logs them in Google Sheets, drafts a winback email via Mailchimp for each, and posts the list to Slack for your team to approve before anything is sent.
WellnessLivingMailchimpGoogle Sheets
Automated Pet Order Routing
WebRun watches Shopify for new orders, posts a packing alert to Slack so staff know what to prepare, and sends a confirmation email via Gmail to keep customers informed.
ShopifySlackGmail
Automated Play Space Membership Renewals
Every week, WebRun checks Square for memberships expiring in the next 14 days, flags any lapsed Stripe subscriptions, and drafts renewal notices for staff to review and send.
SquareStripeSlack
Automated Dispensary Margin Report
WebRun pulls weekly sales and cost data from Dutchie each Monday, calculates gross margin by SKU and category, logs the results to Google Sheets, and posts a margin digest to Slack so your buyer can act on low-margin products immediately.
DutchieGoogle SheetsSlack
Automated Estimated Tax Reminders
WebRun reads your Google Sheets client list before each 1040-ES due date, drafts a quarterly estimated tax reminder email in Gmail for each applicable client, and posts the drafts to Slack for review before sending.
Google SheetsGmailSlack

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