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.
Automated Loyverse Shift Cash Reconciliation
Every night, WebRun opens Loyverse, compares each closed shift's expected cash to what was actually counted, logs the reconciliation to Google Sheets, and flags any discrepancy in Slack.
StoreHub Supplier PO Status Tracking
Every morning, WebRun checks StoreHub for purchase orders past their expected delivery date, drafts a polite WhatsApp status check for each supplier, and alerts your purchasing team on Telegram with the overdue list.
Automated Silo New Buyer Credit Applications
When a new buyer submits a credit application, WebRun logs their details and trade references into a Google Sheet, drafts an acknowledgment email for your review, and creates a pending record in Silo so your credit team can start underwriting.
Automatic Private Label Reorder Alerts
WebRun checks private label SKU stock in JanSanix against each item's reorder point, drafts suggested reorder quantities for items running low, and alerts purchasing in Telegram, leaving the purchase order unsubmitted for review.
Automated Accolent ERP Sample Request Tracking
When a rep submits a new sample request, WebRun logs it to a Google Sheet, checks current sample stock in Accolent ERP, and pings your fulfillment team on Telegram with exactly what to pull and ship.
DMSi Agility Automated Delivery Scheduling
Every morning, WebRun reviews orders in DMSi Agility that are ready for delivery, builds a delivery schedule grouped by route in Google Sheets for your warehouse team, and drafts a delivery window text to each contractor in Twilio for the dispatcher to review before it sends.
Automated Safety Supply Usage Reports
On the first of every month, WebRun pulls each customer's safety supply order history from DDI Inform, breaks it down by department, logs it to a usage sheet, and tells the account rep it's ready in Microsoft Teams.
Automated rfxcel Recall Notifications
The moment rfxcel flags a new recall or market withdrawal, WebRun finds every affected lot in your inventory, lists the customers who received it, drafts the recall notice in Outlook for your review, and alerts your QA team in Slack.
Automated Retailer Invoice Follow-Ups
Every Monday, WebRun opens VIP, finds retailer invoices past due, drafts a polite payment reminder for each in Gmail, leaves every draft unsent for review, and logs the week's chase list to Airtable with who still owes.
Automated HVAC Delivery Route Digest
WebRun pulls today's outbound deliveries from Savance Enterprise (Klipboard), groups them by route, and texts each driver their stop list before the truck leaves the yard.
Automated DistributionPlus RGA Tracking
Every morning, WebRun checks CP Tech DistributionPlus for open return goods authorizations, logs each one's stage in Google Sheets from requested to credited, and posts your AR team a Slack alert on any RGA sitting more than 14 days without a vendor credit.
Automated Eclipse Tax-Exempt Cert Renewals
WebRun checks Epicor Eclipse for customer tax-exempt certificates expiring soon, drafts a renewal request email in Gmail to each contractor, and leaves it ready for your credit team to review and send.
Streamtime Automated Retainer Hours Balance Alerts
Every Monday, WebRun checks Streamtime for how many hours each retainer client has used this month, logs the running balance to a Google Sheet, and posts your team a Slack alert for anyone on track to go over their allotment.
Sprout Social Automated Creator Onboarding
When a new creator is added to your roster, WebRun adds them to Sprout Social for tracking, builds an onboarding checklist in Airtable for the contract and tax paperwork, and drafts a welcome email with next steps for the account manager to send.
Muck Rack Automated Client Onboarding Checklist
When a new client signs, WebRun sets up their media list in Muck Rack, builds an onboarding checklist in Google Sheets, drafts a kickoff email in Gmail, and posts a Slack summary of what's done and what still needs a human.
Function Point Automated Retainer Hours Alerts
Every Monday, WebRun checks Function Point for each retainer client's hours used against their monthly cap, flags anyone over 80 percent, and posts your account leads a Slack summary before hours run out.
Syngency Automated Talent Availability Reminders
Every Monday, WebRun checks Syngency for talent who have not updated their availability in the last 14 days, drafts a friendly WhatsApp nudge for each, and logs who was reminded in Google Sheets so agents can see who has gone quiet.
Studio Hero Automated Session Payment Reminders
Every Monday, WebRun finds overdue session invoices in Studio Hero, confirms the balance in QuickBooks, and drafts a polite reminder email in Gmail for your review.
Studio Ninja Automated Review Request Texts
Every morning, WebRun checks Studio Ninja for galleries delivered a few days ago, drafts a short review request text in Twilio for each client, and posts the ready list to Slack for your review.
Total Party Planner Automated Event Profit Reports
WebRun pulls each event's contract value from Total Party Planner, checks actual costs recorded in QuickBooks, and logs a weekly margin report so you know which events actually made money.
Planning Pod Automated Event Staffing Reminders
WebRun checks the staffing plan in Planning Pod every Monday for events within 2 weeks, flags any role still unfilled, and drafts a confirmation request in Outlook to booked freelance staff who have not yet confirmed.
Aisle Planner Automated Seating Chart Alerts
WebRun checks Aisle Planner hourly for seating chart edits, logs each change to a Google Sheets history, and pings your team on Telegram so everyone is working from the latest chart.
Automated ComplySci Trading Exception Alerts
Every morning, WebRun checks ComplySci across your clients for new personal trading exceptions, drafts an Outlook request for explanation to the employee involved, and alerts your team in Slack the same day.
Automated Lender Appraisal Status Updates
WebRun checks Rouse Services for the current stage of each lender's requested valuation, drafts a status update email in Gmail, and logs a summary row in Google Sheets for your team to track.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.