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.
Nextech Automated Surgery Day Family Updates
WebRun checks Nextech during the surgical day for each patient's current stage, drafts a short status update text for the family member waiting, and logs every drafted update to a Google Sheet so your front desk knows exactly what has and has not gone out.
Automated Bukku Peppol Delivery Status Check
Every morning, WebRun opens Bukku, checks the Peppol network delivery status of e-invoices sent to business customers, cross-checks the ones who share their books in Xero to confirm the bill was received, and posts your team a Slack list of anything stuck or failed.
Automated Sapaad Table Turnover Report
Every night, WebRun reads Sapaad's dine-in table history, calculates average turnover time and covers per table for the shift, and texts your floor manager a summary so slow sections get attention before tomorrow's service.
Automated CONTPAQi Overdue Invoice Reminders
Every Monday, WebRun finds which CFDI invoices are past due in CONTPAQi, drafts a polite reminder email for each client in Outlook for you to review, and posts your collections team a WhatsApp list of who still owes.
Automated Alegra Quote to Invoice Tracking
Every Monday, WebRun opens Alegra, finds quotes that are still open after a week, drafts a friendly WhatsApp follow-up for each prospect, and pings your sales rep on Telegram with who to call.
Automated Tally Purchase Order Follow-Ups
Every morning, WebRun checks TallyPrime for purchase orders still pending delivery past their expected date, drafts a follow up message for each vendor by Gmail and WhatsApp, and leaves every draft for you to review.
Automated Qoyod VAT Filing Reminders
Ahead of every VAT return, WebRun opens Qoyod, checks your filing period and the total VAT due, adds the deadline to Google Calendar, and sends you a WhatsApp reminder with enough runway to file on time.
Automated Wafeq VAT Return Summary
Every month, WebRun pulls your output VAT, input VAT, and net VAT due from Wafeq, logs the breakdown to a sheet, and drafts a review email to your tax advisor before the filing deadline.
Automated Khatabook Udhaar Payment Reminders
Every morning, WebRun checks Khatabook for udhaar due soon, drafts a polite WhatsApp reminder for each customer, sends the small balances automatically, and leaves larger ones as a draft for you to review.
Automated Deskera Sales Order Fulfillment Tracking
Every hour, WebRun checks Deskera for sales orders stuck before shipping, drafts a delay notice for the customer in Gmail, and alerts your ops team in Slack so nothing sits unfulfilled.
Automated iKhokha Slow Sales Day Alerts
Through the trading day, WebRun compares your running iKhokha takings against your recent average for the same day of the week, and posts a Slack alert the moment today is falling notably behind, while you can still do something about it.
Automated Yoco Till Float Shortage Alerts
Every night at cash up, WebRun compares what the till should hold against Yoco's recorded takings and the float you started with, logs every cash up to a spreadsheet, and flags any shortage to your ops Slack channel.
Automated SASSIE Submission QA Flags
As new shop reports come in, WebRun checks each SASSIE submission for missing fields, thin narrative answers, or a missing receipt, and logs anything incomplete to a Google Sheet so an editor can review it before it ships to the client.
Automated BCC Software Proof Approval Reminders
Every morning, WebRun finds proofs sitting in BCC Software awaiting client sign-off, drafts a polite reminder to each client in Gmail, leaves it unsent for you to review, and posts your team a Slack list of who is still holding up the mail date.
Automated LoanPro New Loan Boarding
When a new loan is boarded, WebRun opens LoanPro to verify every required field is filled in, checks DocuSign for the signed loan documents on file, and builds a boarding checklist in Google Sheets so nothing is missed before the first statement goes out.
Automated Credit Repair Cloud Lead Follow-Ups
WebRun reads new lead notification emails, logs each one into Credit Repair Cloud as a new lead, drafts a welcome text in Twilio for you to review, and posts the team a Slack alert so nobody misses a fresh lead.
Automated RDN Stale Assignment Alerts
Every week, WebRun finds assignments that have sat open too long in RDN, logs them with days open, and gives your team a clear list of what to close or return.
Automated PermitFlow Plan Review Follow-Ups
Every morning, WebRun reads new plan review comments in PermitFlow, drafts a follow-up email to the architect or design team summarizing what needs to change, and leaves it in Gmail for your review before it sends.
Automated PrismHR Quarterly Filing Tracking
Before every quarterly tax filing deadline, WebRun opens PrismHR, lists every federal and state payroll tax filing due, logs the checklist and confirmation numbers to a Google Sheet, and pings your compliance team on Telegram with what is still outstanding.
Automated TazWorks Rescreen Renewal Tracking
Every Monday, WebRun checks TazWorks for employees due for a scheduled rescreen in the next 30 days, posts your account team a Slack list by client, and logs each renewal date to a sheet so no required rescreen is missed.
Automated Amtelco Urgent Call Escalation Alerts
WebRun watches Amtelco for urgent messages that go unacknowledged past their response window, escalates each one to the next on-call contact, and drafts a client incident summary for prolonged breaches.
Automated ATM Surcharge Revenue Reports
Every Monday, WebRun opens Switch Commerce, totals last week's surcharge revenue by terminal and route, builds the breakdown into Google Sheets, and reconciles the total against what QuickBooks has booked.
Automated accesso Season Pass Renewal Reminders
Each morning, WebRun checks accesso for season passes expiring in the next 30 days, drafts a personalized renewal email in Klaviyo for each guest, and leaves every draft queued for your marketing team to review before it sends.
Automated Occupier Rent Escalation Alerts
Every Monday, WebRun checks Occupier for scheduled rent escalations taking effect soon, logs the old and new rent to a Google Sheet, and posts your team a Slack reminder so billing updates before the change date.
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