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 Tally Voucher Entry Summary
Every evening, WebRun counts the vouchers entered in TallyPrime by type and by staff member, logs the breakdown to Google Sheets, and emails your office manager a quick entry summary.
Automated Qoyod ZATCA Compliance Checks
Every morning, WebRun opens Qoyod, checks yesterday's invoices for ZATCA phase 2 compliance, logs any invoice with a missing QR code, hash, or clearance status to Google Sheets, and messages you on WhatsApp the moment something needs fixing.
Automated Wafeq ZATCA E-Invoice Rejection Alerts
Every hour, WebRun checks Wafeq for e-invoices ZATCA has rejected or left pending, logs each one to a sheet, and alerts your finance team on WhatsApp so nothing stays unresolved.
Automated Khatabook Credit vs Cash Report
Every Monday, WebRun totals last week's Khatabook entries into credit and cash, builds a comparison sheet, and stages the split as a draft voucher in Tally for your accountant.
Automated Deskera Vendor Bill Due Alerts
Every morning, WebRun checks Deskera for vendor bills coming due, saves a payables list to Google Drive, and posts a Slack alert so you never miss an early payment discount or a due date.
Automated iKhokha Multi-Store Takings Reports
Every Monday, WebRun pulls last week's takings for each of your iKhokha branches, logs them side by side in Google Sheets, posts a ranked Slack summary, and sends each store manager their own WhatsApp number.
Automated Yoco Branch Sales Reporting
Every Monday, WebRun pulls last week's Yoco takings for every branch, logs each one to a comparison spreadsheet, and emails you a ranked summary of which branches are up and which need a look.
Automated SASSIE Wave Scheduling Reminders
Before a new shop wave closes, WebRun checks SASSIE for shoppers eligible to claim a shop in that wave who have not yet picked one, and drafts a short SMS reminder in Twilio letting them know the window is closing, so waves fill faster.
Automated BCC Software USPS Paperwork Reminders
Every morning, WebRun checks jobs approaching their mail date in BCC Software, confirms whether the postage statement has been filed in the USPS Business Customer Gateway, stages the paperwork details for anything still missing, and posts your mail clerk a Slack reminder to review and file it.
Automated LoanPro Payment Reminders
Every morning, WebRun opens LoanPro, finds loans with a payment due in the next three days, drafts a short SMS reminder for each borrower, and queues them in a Google Sheet so staff can approve the batch before Twilio sends anything.
Automated Credit Repair Cloud Client Win-Back
Every Monday, WebRun checks Credit Repair Cloud for clients with no dispute activity or portal login in the last 30 days, drafts a personal check in email for each one in Gmail, leaves it unsent for review, and pings the account manager in Telegram.
Automated RDN Transport Pickup Reminders
WebRun tracks recovered units waiting on transport and reminds your driver or hauler before each scheduled pickup so nothing sits in a lot too long.
Automated PermitFlow Stalled Permit Escalations
Every Monday, WebRun finds permit applications with no movement in PermitFlow for over two weeks, drafts a status-check email to the jurisdiction contact, and posts a Slack list so your team can push before a stall becomes a missed deadline.
Automated PrismHR Workers Comp Audit Tracking
Every Monday, WebRun opens PrismHR, finds which clients have a workers compensation premium audit due soon, pulls their payroll by class code from QuickBooks, and logs each client's audit deadline and document status to a Google Sheet so nothing is filed late.
Automated TazWorks Turnaround-Delay Alerts
Every hour, WebRun checks TazWorks for orders running past their expected turnaround time and posts an alert to Slack so your team can jump on it before the client notices.
Automated Amtelco Weekly Client Activity Reports
Every Monday, WebRun compiles last week's call and message activity per client from Amtelco into Google Sheets and drafts each client's report email in Gmail, left unsent for an account manager to review.
Automated Vault Cash Replenishment Forecasts
Every Monday, WebRun reviews dispense trends across every route in Switch Commerce, forecasts how much cash the vault will need for the coming week, drafts an order recommendation email for your cash logistics contact to review, and posts the forecast to Slack.
Automated accesso Per Cap Spend Report
Every Monday, WebRun combines the week's admission revenue and retail and food and beverage sales from accesso, cross checks the totals against Xero, calculates per cap spend by day, and posts leadership a Slack report.
Automated Occupier Notice Deadline Digest
Every Monday, WebRun scans Occupier for contractual notices coming due across your portfolio, logs each one to Google Sheets, and sends your team a Telegram digest so nothing misses its notice window.
Automated Conservice Vacant Unit Cost Alerts
Every night, WebRun checks Conservice for units marked vacant that are still posting real water, electric, or gas consumption, and logs each one to a Google Sheet so maintenance can check for a running toilet, a miswired meter, or unauthorized use before it becomes a loss.
Merlin Automated Owner Arrivals Digest
Every morning, WebRun opens Merlin Software, pulls the owners and guests checking in over the next three days, and posts a prep list to your operations Telegram channel.
Automatic O-Valet Request Queue Alerts
WebRun watches the live queue of vehicle requests in O-Valet, and the moment open requests cross your threshold, it posts an alert to Slack and texts the on-duty lead so extra drivers get pulled in before guests start waiting at the podium.
Automated Pruvan Work Order Due Date Reminders
Every morning, WebRun scans Pruvan for work orders due in the next 3 days, logs them to a shared Google Drive tracker, and posts Slack a due-soon list so nothing slips past deadline.
Automated Envoy Visitor Watchlist Alerts
WebRun checks every Envoy sign in against your visitor watchlist and pulls a matching Verkada camera snapshot, then posts an immediate Slack alert to security so a person decides what happens next.
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