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 Auto Body Cycle-Time Report
Every morning, WebRun pulls repair data from CCC ONE, calculates cycle time and WIP counts, logs the numbers in Google Sheets, and posts a daily digest to Slack so managers can act before delays compound.
CCC ONEGoogle SheetsSlack
Automated Car Wash Dunning
WebRun checks DRB for memberships with failed payments, builds a prioritized dunning worklist, drafts update-card text messages via Stripe, and posts the queue to Slack for your team to review before sending.
DRBStripeSlack
Automated Boarding Check-In Reminders
The morning before each check-in, WebRun drafts a reminder text with a what-to-bring note and leaves it unsent for your team to review and approve.
GingrTwilioSlack
Automated Grooming Cancellation Fill
When a grooming cancellation appears in MoeGo, WebRun drafts an offer text for the next waitlist client and queues it in Twilio for your team to review before sending.
MoeGoTwilioSlack
Automated Tattoo Artist Schedule Digest
Every morning, WebRun opens Square Appointments, compiles each artist's appointments for the day, highlights any gaps or back-to-back bookings, and posts individual digests to Slack so every artist starts their shift prepared.
Square AppointmentsSlack
Automated Nail Salon Booking Intake
WebRun logs new bookings and walk-in requests from Booksy into Google Sheets and alerts the front desk in Slack the moment each one arrives.
BooksyGoogle SheetsSlack
Automated Caregiver Credential Tracking
WebRun tracks license, CPR, and TB test expiry dates for every caregiver in Google Sheets, drafts reminder emails through Gmail, and posts upcoming expirations to Slack so your agency stays compliant.
Google SheetsGmailSlack
Automated Cosmetic Consult Reminders
WebRun checks upcoming consult appointments in Nextech, drafts reminder texts via Twilio, and queues them in Slack for coordinator approval before any message is sent.
NextechTwilioSlack
Automated Podiatry Denial Worklist
WebRun pulls denied claims from Tebra each morning, compiles them into a prioritized Google Sheet worklist with denial reason codes, and alerts the billing team in Slack so nothing ages out.
TebraGoogle SheetsSlack
Automated Comparable Data Prep
WebRun compiles MLS comparable sales into a structured Google Sheets worksheet and cross-checks against ACI so your comps are ready before you open the report.
Google SheetsACISlack
Automated Review Approval Chaser
WebRun checks Frame.io for review links that have been pending longer than your deadline, drafts a polite approval reminder for each client in Gmail, and posts the overdue list to Slack.
Frame.ioGmailSlack
Automated Clip Task Queue
When a new episode is exported from Descript, WebRun creates a clip task in Notion for each promising segment and posts a Slack summary so the team can start cutting without a briefing call.
DescriptNotionSlack
Automated Escape Room Birthday Promos
WebRun scans your contact list in Google Sheets for upcoming birthdays, drafts a birthday-party promo in Mailchimp for each group, and queues the messages in Slack for approval.
Google SheetsMailchimpSlack
Automated Rental Balance Reminders
WebRun finds orders in Goodshuffle Pro with outstanding balances due before the event, checks payment status in Stripe, and drafts a reminder for your review so you get paid on time.
Goodshuffle ProStripeSlack
Automated DJ Balance Reminders
Before each event, WebRun finds outstanding balances in DJ Event Planner, checks Stripe for unpaid invoices, drafts a reminder, and alerts you in Slack.
DJ Event PlannerStripeSlack
Automated Window Cleaning Bid Follow-Ups
WebRun checks ResponsiBid for bids that have not been accepted, drafts a polite follow-up email for each, and alerts your team in Slack so no potential job goes cold.
ResponsiBidGmailSlack
Automated Change Order Tracking
WebRun finds unsigned change orders in D-Tools, drafts a DocuSign send for approval, and alerts your project team in Slack so no scope change slips through unbilled.
D-ToolsDocuSignSlack
Automated Aircraft Utilization Report
Every day, WebRun pulls each aircraft's Hobbs time from Flight Schedule Pro, calculates daily and weekly utilization, logs it to Google Sheets, and posts a summary digest to Slack for the chief flight instructor.
Flight Schedule ProGoogle SheetsSlack
Automated Fitness Challenge Signups
WebRun drafts a challenge promo email for your Mailchimp list, logs new signups from Google Sheets, and posts a daily signup count to Slack so coaches can track interest and fill spots before the challenge begins.
Google SheetsMailchimpSlack
Automated Pet Autoship Reminders
WebRun checks Shopify each day for autoship orders due to renew, drafts an SMS reminder via Twilio for your approval, and posts a renewal summary to Slack so your team stays on top of subscription health.
ShopifyTwilioSlack
Automated Card Buylist Intake
When a customer submits a buylist, WebRun logs the submission in BinderPOS, records it in Google Sheets, and alerts staff in Slack to review the offer.
BinderPOSGoogle SheetsSlack
Automated Cash Drawer Reconciliation
WebRun pulls daily cash drawer totals from Google Sheets each night, calculates variances against expected amounts, logs the reconciliation to a master sheet, and sends a cash variance report to both Slack and Telegram so your manager is never in the dark.
Google SheetsSlackTelegram
Automated Tax Client Intake
WebRun logs every new client inquiry into TaxDome and Google Sheets, then alerts the preparer in Slack so no prospect falls through the cracks.
TaxDomeGoogle SheetsSlack
Automated CSI Survey Triage
After delivery, WebRun drafts a CSI survey text via Twilio and queues it for approval. When responses land in Google Sheets, it flags low scores in Slack so your team can follow up before frustration becomes a review.
Google SheetsSlackTwilio

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