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 STORIS Furniture Aged Inventory Report
WebRun pulls aged inventory data from STORIS each week and posts a ranked digest to Slack so buyers and managers can act on slow-moving stock before it becomes a problem.
Automated Furniture Abandoned Quote Follow-Up
WebRun finds open quotes in MicroD or STORIS with no activity for 7 or more days, drafts a personalized follow-up for each customer, and queues it for the sales associate to review and send.
Automated Flooring Weekly Sales Report
Every Monday morning, WebRun pulls last week's sales figures from RFMS, compiles the key metrics, and posts a formatted weekly sales report to your team's Slack channel.
Automated Flooring Warranty Registration Follow-Up
A week after installation, WebRun checks RFMS to see which customers have not yet registered their flooring warranty and drafts a reminder email for your team to review and send.
Automated Flooring Sample Return Reminders
Every morning, WebRun checks Broadlume for overdue sample checkouts and drafts a friendly return reminder for each customer, queuing the messages for your approval before sending.
Automated Flooring Review Requests After Install
A few days after a flooring installation is marked complete, WebRun drafts a review request to the customer and queues it for your approval before anything is sent.
Automated Flooring Measure Appointment Scheduling
When a new flooring lead comes in, WebRun checks your calendar for open measure slots, drafts a scheduling message with available times, and queues it for your review before sending.
Automated Flooring Material Order Status Updates
Every morning, WebRun checks RFMS for open material orders, finds any status changes since the last run, drafts a customer update for each, and queues the messages for your review.
Automated Flooring Lead Speed-to-Lead Response
The moment a new flooring inquiry lands, WebRun logs it in Broadlume, drafts a warm first-response email, and queues it for your approval so no lead waits hours for a reply.
Automated Flooring Install Appointment Confirmations
The day before each flooring installation, WebRun checks RFMS for tomorrow's jobs, drafts a confirmation message for each customer, and queues the messages for your review.
Automated Flooring Final Invoice Collection
After a flooring installation is marked complete in RFMS, WebRun generates a final invoice, creates a Stripe payment link, and drafts the invoice email for your review before it goes to the customer.
Automated Flooring Estimate Follow-Up
When a flooring estimate goes unseen, WebRun checks Broadlume for open quotes, drafts a personalized follow-up email, and queues it for your review before anything is sent.
Automated Flooring Deposit Collection
When a flooring job is confirmed, WebRun checks RFMS for the deposit balance, creates a Stripe payment link, drafts a deposit request email, and queues it for your approval before sending.
Automated Daily Flooring Install Schedule Digest
Each morning, WebRun pulls the day's installation schedule from RFMS and posts a formatted digest to your team's Slack channel with every job, address, crew, and start time.
Automated Flooring Backorder Customer Updates
Every morning, WebRun checks RFMS for any materials flagged as backordered, drafts a proactive update to each affected customer, and queues the messages for your team to review.
Automated Weekly Revenue Report for FECs
Every Monday, WebRun compiles the prior week's revenue by category from your booking and POS system, and posts a structured weekly report to Slack for your management team.
Automated Waiver Collection Reminders for FECs
Before each upcoming visit or party, WebRun checks who has not yet completed their waiver and drafts a friendly reminder for your team to send so no one is held up at check-in.
Automated Party Review Request Emails
After each party or group event, WebRun drafts a personalised review request email for your team to send while the experience is still fresh.
Automated Party Details Confirmation Emails
Before each upcoming party, WebRun pulls the booking details from ROLLER and drafts a confirmation message covering the schedule, what to bring, and add-on options for your team to review and send.
Automated Party Deposit and Balance Reminders
WebRun checks upcoming party bookings, spots any unpaid deposits or outstanding balances, and drafts polite reminders for your team to send before the event date.
Automated Party Booking Inquiry Response
When a party inquiry lands, WebRun reads the request, checks availability in your booking system, and drafts a personalised reply with package options for your team to send.
Automated Membership and Season Pass Renewal Reminders
WebRun finds memberships and season passes expiring in the next 30 days, drafts personalised renewal reminder emails for your team to send, and posts a churn risk summary to Slack.
Automated Lapsed Customer Winback for FECs
WebRun finds guests who visited regularly but have gone quiet, drafts a warm winback offer for your team to send, and logs the outreach so you can track what brings them back.
Automated Group Event Quote Follow-Up
WebRun tracks outstanding group and corporate event quotes, spots the ones that have gone quiet, and drafts a follow-up message for your team to send before the lead goes cold.
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