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 Good Standing Certificate Tracking
WebRun reads incoming certificate of good standing requests logged in Athennian, drafts the state order email for each for review, and tracks every request's status on a shared Google Sheet.
Automated Quarterly Payroll Tax Filing Tracker
In the two weeks before each quarterly deadline, WebRun opens Payroll Relief to check every client's 941 and state filing status, logs each client's status into a master Google Sheet, and pings your compliance channel in Telegram with anyone not yet marked filed.
Automated Business Broker Buyer Inquiry Alerts
WebRun watches BizBuySell for new buyer inquiries, logs each one to Google Sheets, and posts your team a same-day Slack alert so a hot lead never waits for someone to check the inbox.
Automatic Litigation Deadline Tracking
Each morning, WebRun checks Google Calendar for discovery, filing, and report deadlines in the next two weeks, checks whether the related CaseWare IDEA analysis is on track, and pings the case team on Telegram with what's due and what still needs work.
Automated Regulatory Filing Deadline Alerts
Every morning, WebRun checks which regulatory outputs are ready in AXIS, from the NAIC Annual Statement to IFRS 17 and Solvency II disclosures, cross-checks them against your Smartsheet filing calendar, and posts a Slack alert for anything due within 2 weeks.
Automated Applied Epic New Business Follow Up
Every morning, WebRun opens Applied Epic, finds new business quotes sitting with no prospect response, checks whether the application is signed in DocuSign, and drafts a follow up in Outlook for your producer to review and send.
Automated Divorce Financial Affidavit Reminders
Every morning, WebRun checks Family Law Software for financial affidavits that are still incomplete, drafts a polite reminder email for each client, and leaves it unsent for your team to review before it goes out.
Automated RIA Quarterly Performance Reports
Each quarter, WebRun pulls every client's return, benchmark, and asset allocation from Morningstar, matches it to the household in Redtail Technology, and drafts a personalized report email in Gmail for your review.
Automated Prenda State Testing Compliance Alerts
Every Monday, WebRun pulls each student's state testing requirement from Prenda, keeps a live compliance tracker in Google Sheets, and reminds admin in Telegram who has an incomplete deadline in the next 30 days.
Automated iClassPro Skill Evaluation Reports
Every Monday, WebRun pulls the past week's skill evaluation notes from iClassPro, compiles them into a Google Sheet by class, and drafts a personalized progress report email for each family in Gmail for coaches to review before sending.
Automated CourseStorm Room Booking Conflict Alerts
Every morning, WebRun compares CourseStorm's class schedule against your room calendar in Google Sheets, flags any room booked for two classes at once, and alerts facilities in Telegram so the conflict gets resolved before students show up.
Automated Punchpass Workshop Announcement Drafts
Before each new season, WebRun checks upcoming workshops in Punchpass, drafts an announcement email campaign in Mailchimp, and posts it to Slack for review before it goes to your list.
Automatic Preschool Re-enrollment Reminders
Every Monday, WebRun checks Teaching Strategies GOLD for currently enrolled families approaching their re-enrollment deadline, prepares next year's contract in DocuSign, and drafts a reminder email in Gmail for the director to send.
Automated CoreCampus Completion Certificate Drafts
Every night, WebRun checks CoreCampus for students who just completed every clock hour and requirement in their program, drafts their completion certificate in DocuSign, and tells the registrar in Slack it's ready to sign.
Automated Bookeo Private Event Confirmations
When a deposit lands for a private cooking event, WebRun finds the matching Bookeo booking, confirms the payment in Stripe, and drafts a confirmation email with the event specifics, ready for your team to send.
Automated Sawyer Session Renewal Reminders
Every Monday, WebRun finds Sawyer students whose current session ends within two weeks and has not yet renewed, drafts a renewal reminder campaign in Mailchimp for review, and posts your team a Slack list of who still needs to re-enroll.
Automated Method Learning Enrollment Reminders
Before each new seasonal cohort opens, WebRun finds students in Method Learning who took a diagnostic but never enrolled, checks QuickBooks for an open enrollment invoice, and drafts an invite email in Gmail for your team to review.
Automated Teachworks Teacher Availability Reminders
Every Monday, WebRun checks Teachworks and Google Calendar for teachers who have not confirmed next week's availability, and posts a reminder digest to the staff Slack channel.
Automated GoPrep Referral Credit Notifications
Every week, WebRun finds new referral credits earned in GoPrep, logs the credit to QuickBooks, and drafts a thank-you notification email in Gmail for your team to review and send.
Automated Trym Plant Tag Compliance Audits
WebRun cross-checks every plant record in Trym against its Metrc tag each morning, flags missing, duplicate, or mismatched tags, and posts a compliance worklist to Slack before a state inspector ever asks.
Automated iUNU Retailer Delivery Confirmations
Every Monday, WebRun checks iUNU for harvest-ready volume against this week's retailer delivery calendar in Google Sheets, and drafts a delivery confirmation email for your review before it goes to each retailer.
Automated Preharvest Interval Compliance Checks
Every morning, WebRun checks each block's scheduled harvest date in Croptracker against its last spray application, and messages the harvest manager on WhatsApp if any block is scheduled to be picked before its preharvest interval clears.
Automated PoultryPlan Processor Pickup Scheduling
Every morning, WebRun checks PoultryPlan for houses hitting target weight this week, drafts a pickup request email to your processor for you to review, and logs the scheduled load into QuickBooks against the right flock.
Automated DairyComp SCC Trend Alerts
Every morning, WebRun checks your latest bulk tank somatic cell count against your co-op's quality threshold, cross-checks DairyComp 305 for cows with recent mastitis events, and posts a Slack alert naming likely contributors before the count triggers a penalty.
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