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.

All categories
All categories
Automated Appliance Repair Invoice Chaser
Every week, WebRun finds past-due invoices in Housecall Pro, drafts a polite payment reminder for each customer, and posts your outstanding balance list to Slack.
Housecall ProGmailSlack
Automated Appliance Repair No-Show Follow-Up
When a customer misses a scheduled repair appointment, WebRun drafts a polite follow-up and flags the job so your team can rebook quickly.
Housecall ProGmailTwilio
Automated Appliance Repair Lead Response
The moment a new repair enquiry arrives, WebRun drafts a personalised response so the customer hears back fast and your booking rate climbs.
Housecall ProGmailTwilio
Automated Appliance Repair Estimate Follow-Up
When a repair estimate sits unapproved for 48 hours, WebRun drafts a polite follow-up to the customer and alerts your team so the job does not go cold.
ServiceM8GmailSlack
Automated Appliance Repair Dispatch Digest
Each morning, WebRun pulls the day's jobs from ServiceM8, organises them by technician and route, and posts a ready-to-act dispatch digest to your team Slack channel.
ServiceM8Google SheetsSlack
Automated Appliance Repair Reminders
Before every scheduled appliance repair, WebRun sends the customer a confirmation and a technician a prep note so no one shows up surprised.
Housecall ProTwilioGmail
Automated Acupuncture Treatment Plan Rebooking
When a client completes a session but has no follow-up booked, WebRun drafts a personalised rebooking prompt aligned to their treatment plan and queues it for practitioner approval.
JaneGmailSlack
Automated Acupuncture Monthly Superbill Drafts
At the start of each month, WebRun reviews completed visits in Jane for clients who have requested superbills, drafts each document, and queues them for practitioner review before any are sent.
JaneGmailSlack
Automated Acupuncture Seasonal Wellness Outreach
At the turn of each season, WebRun drafts a personalised wellness outreach message aligned to traditional Chinese medicine seasonal principles and queues it for practitioner review, deepening client relationships year-round.
Unified PracticeGmailSlack
Automated Acupuncture Review Requests After Visits
A day after each completed appointment, WebRun drafts a personalised review request and queues it for practitioner approval, building your clinic's online reputation one visit at a time.
JaneGmailSlack
Automated Acupuncture Package Credit Expiry Reminders
When a client's prepaid package or visit credits are nearing their expiry date, WebRun drafts a personalised reminder and queues it for review, protecting client value and clinic revenue.
JaneGmailSlack
Automated Acupuncture No-Show Follow-Up Emails
After a no-show or late cancellation, WebRun drafts a caring follow-up message and queues it for practitioner review, keeping the client relationship warm and the rebooked slot in sight.
JaneGmailSlack
Automated Acupuncture Lapsed Client Winback
When a client has not booked an appointment in 60 days or more, WebRun drafts a personalised, warm winback message and queues it for practitioner review, reviving relationships before clients drift away permanently.
JaneGmailSlack
Automated Acupuncture Intake Form Collection
When a new client books an appointment in Jane without completing their intake form, WebRun drafts a polite reminder and queues it for practitioner review, so the form arrives before the first visit.
JaneGmailSlack
Automated Acupuncture Herbal Supplement Reorder Reminders
When a client's herbal formula or supplement supply is due for reorder based on their dispensing date and dosage, WebRun drafts a personalised reorder reminder and queues it for practitioner review.
Unified PracticeGmailSlack
Automated Acupuncture Failed Payment Recovery
When a payment fails in Jane, WebRun drafts a polite payment-update request and queues it for practitioner review, so balances are resolved quickly and the client relationship stays intact.
JaneGmailSlack
Automated Acupuncture Daily Schedule Digest
Each morning, WebRun pulls today's appointments from Jane and posts a structured daily digest to the clinic's Slack channel, so the whole team knows who is coming in, what they need, and what prep is required.
JaneSlack
Automated Acupuncture Outstanding Balance Chaser
When a client has an unpaid balance in Jane that has gone unresolved for more than 7 days, WebRun drafts a polite, professional payment reminder and queues it for practitioner review.
JaneGmailSlack
Automated Acupuncture Appointment Reminders
Before each appointment, WebRun drafts a personalised reminder for the client and queues it for practitioner review, so no-shows drop and chairs stay full.
JaneGmailSlack
Automated Wedding Client Weekly Status Digest
Every Monday, WebRun pulls the status of every active wedding from HoneyBook, logs the summary to Google Sheets, and posts a concise weekly client digest to Slack so your team is aligned before the week begins.
HoneyBookGoogle SheetsSlack
Automated Wedding Vendor Payment Reminders
WebRun checks Aisle Planner for vendor payments due this week, drafts a payment confirmation or reminder for each vendor, and queues the messages in Slack for your review.
Aisle PlannerGmailSlack
Automated Wedding Vendor Coordination Digest
Every morning, WebRun pulls vendor tasks, confirmations, and open items from Aisle Planner and posts a clear digest to Slack so your team starts the day in sync.
Aisle PlannerGoogle SheetsSlack
Automated Wedding Timeline Task Reminders
WebRun checks Aisle Planner for planning tasks due this week, drafts a reminder for each couple, and queues the messages in Slack for your approval before anything is sent.
Aisle PlannerGmailSlack
Automated Wedding RSVP Headcount Tracking
Every morning, WebRun pulls the latest RSVP responses from Aisle Planner, updates a live headcount tracker in Google Sheets, and posts a summary to Slack so your team always has the current numbers.
Aisle PlannerGoogle SheetsSlack

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