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 Towing Review Request Emails
After each completed tow, WebRun drafts a friendly review request for the customer and queues it for your approval before sending, helping your towing company build a stronger reputation.
TowbookGmailSlack
Automated Private Property Tow Billing Follow-Up
Every week, WebRun finds completed private-property tows in Towbook with outstanding balances, drafts a billing follow-up for each vehicle owner, and queues the drafts for your review.
TowbookGmailSlack
Automated Towing Overdue Invoice Reminders
Every week, WebRun finds overdue invoices in Towbook, drafts a polite payment reminder for each customer, and queues them for your review before anything is sent.
TowbookGmailSlack
Automated Towing Motor Club Invoice Reconciliation
Every week, WebRun matches motor club dispatch records in Towbook against received payments and flags any discrepancies for your billing team to review.
TowbookGoogle SheetsSlack
Automated Towing Lead Response via Ranger SST
When a new lead lands from your website or motor club partner, WebRun drafts an instant response email and queues it for quick review so no potential customer waits more than minutes for a reply.
Ranger SSTGmailSlack
Automated Towing Impound Lien Deadline Tracking
Every morning, WebRun checks your impounded vehicles in Towbook or Ranger SST, calculates approaching lien notification deadlines, and alerts your team before any deadline is missed.
TowbookGoogle SheetsSlack
Automated Towing Failed Payment Recovery
When a payment fails in your billing system, WebRun drafts a polite recovery message for the customer and alerts your billing team in Slack so no failed charge goes unaddressed.
TowbookStripeGmail+1
Automated Tow Truck Fleet Maintenance Alerts
Every week, WebRun checks your truck and equipment maintenance records, flags units approaching service intervals, and alerts your fleet manager in Slack before a vehicle goes down.
TowbookGoogle SheetsSlack
Automated Towing Driver Shift Coverage Outreach
When a driver shift goes uncovered in your scheduling tool, WebRun drafts an outreach message to available drivers and queues it for your dispatcher to review and send.
TowbookGmailSlack
Automated Towing Dispatch Digest
Every morning, WebRun opens Towbook, tallies overnight dispatches, flags any open calls still pending, and posts a clean digest to your team Slack channel.
TowbookSlack
Automated Towing Commercial Account Renewal Reminders
Every week, WebRun checks your commercial account list for contracts approaching renewal, drafts a renewal reminder for each account, and queues it for your review before anything is sent.
TowbookGmailSlack
Automated Work Authorization Signature Chaser
WebRun checks Albi for unsigned work authorizations, drafts a gentle e-sign reminder to the homeowner, and alerts your project manager in Slack so no job starts without a signed authorization.
AlbiDocuSignGmail+1
Automated Restoration Weekly WIP Report
Every Monday, WebRun pulls job stages, revenue, and outstanding items from DASH and Encircle, compiles a work-in-progress report, and posts it to your leadership Slack channel before the week begins.
Next Gear DASHEncircleSlack
Automated Restoration Subcontractor Coordination
Every morning, WebRun checks Albi for upcoming subcontractor tasks, confirms each trade is scheduled and has site access, and posts your project manager a Slack summary of the day's sub activity.
AlbiSlackGoogle Sheets
Automated Restoration Review Request Emails
When a restoration job is marked complete in Encircle, WebRun drafts a warm review-request email for the homeowner, ready for your office manager to send within 24 hours of job close.
EncircleGmailSlack
Automated Restoration Loss Intake Routing
When a new loss comes in, WebRun reads the job details in DASH, scores the loss type and geography, and posts the right crew lead a Slack alert with everything they need to respond.
Next Gear DASHSlackGoogle Sheets
Automated Restoration Lead Speed-to-Lead Response
When a new lead fills out your contact form, WebRun drafts an immediate, personal acknowledgment email and texts a Slack alert to your dispatcher so no emergency call goes cold.
Google SheetsGmailSlack
Automated Restoration Equipment Pickup Scheduling
WebRun checks Encircle for jobs where drying equipment has hit its target readings, drafts a pickup scheduling email for the homeowner, and alerts your crew coordinator in Slack.
EncircleGmailSlack
Automated Restoration Documentation Chasers
WebRun checks Encircle for jobs with incomplete documentation, then drafts a polite reminder to the field tech asking them to upload the missing photos or documents before the next adjuster visit.
EncircleGmailSlack
Automated Restoration Daily Job Board Digest
Every morning, WebRun reads all active jobs in DASH and Encircle, builds a one-page digest of job stages, crew assignments, and flags, and posts it to your operations Slack channel.
Next Gear DASHEncircleSlack
Automated Restoration Claim Updates
When a job status changes in Encircle, WebRun drafts a plain-English update for the homeowner and adjuster, ready for your project manager to review and send.
EncircleGmailSlack
Automated Restoration Certificate of Completion Collection
When a restoration job moves to close-out in Encircle, WebRun drafts a certificate-of-completion request for the homeowner to sign and alerts your project manager so the file can be closed cleanly.
EncircleDocuSignGmail+1
Automated Restoration Adjuster Follow-Ups
WebRun identifies claims in DASH that are waiting on adjuster response, drafts a professional follow-up email, and leaves it ready for your project manager to send.
Next Gear DASHGmailSlack
Automated Weekly Club Revenue Report
Every Monday, WebRun pulls the previous week's revenue from CourtReserve and Stripe, breaks it down by revenue stream, logs it to a Google Sheet, and posts a clear weekly revenue report to Slack for management.
CourtReserveStripeGoogle Sheets+1

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