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 Auto Glass Instant Lead Response
The moment a new lead comes in, WebRun drafts a personalised acknowledgement message and alerts your team, so no prospect waits for a response.
Automated Auto Glass Insurance Claim Follow-Up
WebRun checks Omega EDI for claims awaiting insurer response, flags any that have stalled, and posts your team an internal chase list every morning.
Automated Auto Glass Failed Payment Recovery
When a payment fails in Omega EDI, WebRun drafts a polite retry request for the customer and alerts your billing team so nothing slips through the cracks.
Automated Auto Glass Daily Dispatch Digest
Every morning, WebRun pulls the day's jobs from GlassBiller, organises them by technician and route, and posts a clean dispatch digest to your team Slack channel.
Automated Auto Glass Appointment Reminders
WebRun finds upcoming glass installs in GlassBiller, drafts a reminder message for each customer, and queues everything for your review before anything is sent.
Automated ADAS Recalibration Reminders After Glass Work
After a windshield replacement, WebRun identifies jobs that require ADAS recalibration, drafts a follow-up reminder for the customer, and queues it for your review.
Automated Sponsor and Exhibitor Follow-Up Emails
WebRun tracks sponsor and exhibitor commitments in Wild Apricot, drafts timely follow-up emails for outstanding items and post-event check-ins, and queues them for staff review before sending.
Automated Membership Renewal Pipeline Report
WebRun pulls renewal status data from Wild Apricot and MemberClicks each week and posts a pipeline report to Slack showing which members are on track, at risk, and overdue.
Automated Association Newsletter Content Digest
WebRun gathers recent member news, event recaps, and committee updates from Wild Apricot and MemberClicks, drafts a newsletter content outline, and queues it for the communications team to review and finalize.
Automated New Member Onboarding Emails
WebRun spots new members in MemberClicks, drafts a personalized welcome email and a follow-up onboarding sequence, and queues each message for staff review before sending.
Automated Member Engagement Digest
WebRun pulls engagement signals from Wild Apricot and MemberClicks each week and posts a concise activity digest to Slack so staff can spot trends and act early.
Automated Lapsed Member Winback Emails
WebRun identifies members who let their dues lapse in Wild Apricot, drafts a warm winback outreach email for each, and queues them for staff review before sending.
Automated Membership Failed Payment Recovery
WebRun finds members with failed or declined payments in Wild Apricot, drafts a payment recovery email for each, and alerts staff so no lapse slips through.
Automated Association Event Registration Reminders
WebRun checks upcoming events in Wild Apricot, finds members who have not yet registered, drafts targeted registration reminder emails, and queues them for staff approval.
Automated Association Dues Invoice Chaser
WebRun finds overdue dues invoices in Wild Apricot, drafts a polite invoice chaser for each member, and queues the messages for staff review before sending.
Automated Committee Volunteer Follow-Up Emails
WebRun checks volunteer and committee assignments in MemberClicks, drafts follow-up emails to inactive or unresponsive volunteers, and queues them for staff review before sending.
Automated CEU and Certification Expiry Reminders
WebRun finds members whose CEU credits or certifications are expiring soon in MemberClicks, drafts timely compliance reminder emails, and queues them for staff review before sending.
Automated Appliance Repair Weekly Revenue Report
Every Monday, WebRun pulls the previous week's completed jobs and invoices from Housecall Pro, logs the totals to Google Sheets, and posts a concise revenue summary to Slack.
Automated Appliance Warranty Claim Follow-Up
When a warranty claim sits without a response or resolution, WebRun drafts a follow-up to the manufacturer and alerts your team so no claim falls through the cracks.
Automated Appliance Repair Second Visit Scheduling
When a repair job needs a follow-up visit, WebRun drafts the scheduling message and flags the job so your team books the return before the customer chases.
Automated Appliance Repair Review Requests
After a repair job is marked complete, WebRun drafts a personalised review request for the customer so your Google rating keeps climbing.
Automated Appliance Maintenance Reminders
WebRun finds customers due for their annual or seasonal maintenance check and drafts a personalised service reminder so you book the job before they forget.
Automated Appliance Parts Reorder Alerts
When stock for a common repair part drops below your reorder threshold, WebRun drafts a purchase order and alerts your team so you restock before a job stalls.
Automated Appliance Parts Arrival Scheduling
When a parts order is marked received, WebRun drafts a return-visit message to the customer and flags the job in Housecall Pro for scheduling.
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