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 Climbing Gym Intro Class Follow-Up
After every intro climbing class, WebRun pulls the attendee list from Rock Gym Pro, drafts a personalised follow-up email for each participant, and posts a conversion opportunity list in Slack so staff can reach out while enthusiasm is still high.
Rock Gym ProGmailSlack
Automated Climbing Gym Failed Payment Recovery
When a membership payment fails in Rock Gym Pro, WebRun drafts a friendly recovery message for the member and alerts staff in Slack so the issue is resolved before check-in is affected.
Rock Gym ProGmailSlack
Automated Climbing Gym Event Registration Reminders
Before every competition or event, WebRun checks registration numbers in Approach, identifies members who have not yet signed up, drafts a targeted reminder email, and posts a registration status summary in Slack so staff can drive last-minute sign-ups.
ApproachGmailSlack
Automated Climbing Gym Day Pass to Membership Conversion
Every week, WebRun finds day-pass customers in Rock Gym Pro who have visited three or more times, drafts a targeted membership pitch for each one, and posts a conversion shortlist in Slack so staff can follow up at the right moment.
Rock Gym ProGmailSlack
Automated Climbing Gym Daily Check-In Digest
Every morning, WebRun pulls the previous day's check-in data from Rock Gym Pro and posts a clean daily traffic digest to Slack, giving staff an instant snapshot of visit counts, peak hours, and membership mix before the day begins.
Rock Gym ProSlack
Automated Climbing Gym Attendance Drop-Off Alerts
Every week, WebRun identifies members in Rock Gym Pro whose visit frequency has dropped significantly in the past 30 days, drafts a personalised re-engagement email for each one, and posts a retention alert list in Slack so staff can act before a cancellation request arrives.
Rock Gym ProGmailSlack
Automated Chamber Weekly Member Activity Digest
Every Monday, WebRun pulls member engagement signals from ChamberMaster and GrowthZone and posts a concise activity digest to staff in Slack, highlighting new members, recent renewals, upcoming expirations, and event registrations.
ChamberMasterGoogle SheetsSlack
Automated Chamber Sponsorship Renewal Follow-Up
WebRun finds expiring sponsorship agreements in ChamberMaster or GrowthZone and drafts a personalized renewal proposal for each sponsor, ready for staff to review and send.
GrowthZoneGmailGoogle Sheets+1
Automated Chamber Ribbon-Cutting Scheduling
When a new member requests a ribbon-cutting ceremony, WebRun checks Google Calendar for available slots, drafts a scheduling email with options for the member, and creates a calendar hold for staff.
ChamberMasterGoogle CalendarGmail+1
Automated Chamber Renewal Pipeline Report
Every week, WebRun pulls the membership renewal pipeline from ChamberMaster, segments it by tier and urgency, logs the breakdown to Google Sheets, and posts a board-ready summary to staff in Slack.
ChamberMasterGoogle SheetsSlack
Automated Chamber Referral Lead Routing
When a member submits a referral lead through GrowthZone or a chamber web form, WebRun reads the lead details, matches it to the best-fit member business, and posts a routing alert to staff in Slack.
GrowthZoneGoogle SheetsSlack
Automated Chamber New Member Onboarding
When a new member is added in ChamberMaster or GrowthZone, WebRun drafts a personalized welcome email, creates a follow-up task for staff, and posts a new-member alert to your team in Slack.
ChamberMasterGmailSlack
Automated Chamber Membership Renewal Reminders
WebRun checks ChamberMaster for memberships expiring in the next 30 days and drafts a personalized renewal reminder for each member, ready for staff to review and send.
ChamberMasterGmailSlack
Automated Chamber Member Spotlight Digest
Every week, WebRun pulls member business profiles from GrowthZone, drafts a member spotlight write-up for the chamber newsletter or social media, and queues it for staff review.
GrowthZoneGmailSlack
Automated Chamber Lapsed Member Win-Back
WebRun finds members who let their membership lapse in ChamberMaster, drafts a personalized win-back email highlighting what they have been missing, and queues the outreach for staff review.
ChamberMasterGmailSlack
Automated Chamber Failed Payment Recovery
When a dues payment fails in ChamberMaster or Stripe, WebRun drafts a polite payment-recovery message for staff to review and send, and logs the failure to a Google Sheet for tracking.
ChamberMasterStripeGmail+2
Automated Chamber Event Registration Reminders
Before each chamber event, WebRun finds members who have not registered in ChamberMaster or GrowthZone and drafts a targeted invitation reminder so staff can send it with one click.
GrowthZoneGmailSlack
Automated Chamber Dues Invoice Chaser
WebRun finds overdue dues invoices in ChamberMaster, drafts a polite payment reminder for each member, and posts the outstanding balance list to your team in Slack.
ChamberMasterGmailSlack
Automated Carpet Cleaning Supply Reorder Alerts
WebRun checks your supply inventory in a Google Sheet each week, identifies products running low, drafts a purchase order for your supplier, and posts a reorder alert to Slack for your approval.
Google SheetsGmailSlack
Automated Carpet Cleaning Warranty Follow-Up
WebRun finds jobs in ServiceMonster where a spot treatment or warranty was noted, drafts a warranty check-in email for each customer, and queues the drafts in Gmail for your review.
ServiceMonsterGmailSlack
Automated Carpet Cleaning Review Requests
After a job is marked complete in ServiceMonster, WebRun drafts a personalised review request for the customer and queues it in Gmail for you to send.
ServiceMonsterGmailSlack
Automated Carpet Cleaning Quote Follow-Up
WebRun finds quotes sent but not yet accepted in Housecall Pro, drafts a friendly follow-up for each prospect, and queues them in Gmail for your review.
Housecall ProGmailSlack
Automated Carpet Cleaning Invoice Chaser
WebRun finds unpaid invoices in Housecall Pro, drafts a polite payment reminder for each overdue customer, and gives you a chase list in Slack so nothing slips through.
Housecall ProGmailSlack
Automated Carpet Cleaning Lead Response
When a new lead arrives in Housecall Pro, WebRun drafts a personalised response email and notifies your team in Slack so someone can follow up before the lead goes cold.
Housecall ProGmailSlack

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