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.
Automated Inflatable Office Review Requests
The morning after each event, WebRun checks Inflatable Office for bookings completed yesterday, pulls your Google Business Profile review link, and drafts a warm review request in Gmail for each customer to review before sending.
Automated Booqable Reservation Confirmations
Every few minutes, WebRun checks Booqable for brand new reservations, drafts a confirmation email for each customer in Gmail, and blocks the pickup and return window on Google Calendar.
Point of Rental Automated Quote Followups
Every morning, WebRun finds quotes sitting open for 3 days or more in Point of Rental, drafts a follow up email for each prospect, and posts your rental rep a Slack list to review and send before the job goes to a competitor.
Automated Ideal Repair Estimate Approval Chaser
Every morning, WebRun finds repair estimates sitting unapproved in Ideal DMS for more than 2 days, drafts a follow up email to each customer for you to review and send, and pings the assigned service advisor in Telegram.
Automated Karmak Service Bay Schedule Digest
Every morning before opening, WebRun checks scheduled repair orders in Karmak Fusion against Google Calendar bay bookings, and posts your service department a Microsoft Teams digest of what is booked in every bay today.
Automated BiT Storage Renewal Invoices
Every Monday, WebRun checks BiT DMS for storage plans expiring in the next 30 days, drafts a renewal invoice in QuickBooks for each account, and tells your office manager who is due so nothing lapses.
Automated Technician Efficiency Digest
WebRun compares clocked hours to billed hours for every technician in ASPEN Service, calculates each tech's weekly efficiency rate, logs the trend in Google Sheets, and posts a ranked digest to Slack for your service manager.
Automated EverLogic Service Appointment Reminders
Every afternoon, WebRun checks EverLogic for service appointments booked for tomorrow, drafts a reminder text for each customer, and sends the shop's next day schedule to Telegram for the service team.
Automated DockMaster Slip Renewal Invoices
Every Monday, WebRun finds slip and dry-stack rentals coming up for renewal in DockMaster, drafts the renewal invoice in QuickBooks, and gives your billing team a Slack list to review before anything sends.
Automated Real Estate Radon Deadline Alerts
Every morning, WebRun checks RadonEasy for real estate radon tests tied to a closing deadline, flags anything urgent to your scheduler in Slack, and drafts a status update email to the agent for review.
Automated QuoteIQ Rooftop Fan Repair Quotes
When a technician notes a rooftop exhaust fan issue on a cleaning job in QuoteIQ, WebRun drafts a repair quote email with the photo evidence attached and pings sales in Slack, so the upsell gets followed up while the crew is still fresh from the roof.
Automated ArcSite Material Order Recaps
Every morning, WebRun reviews takeoffs completed in ArcSite the day before, drafts a material order email to your supplier for each job, and logs a recap of what was ordered in Google Sheets.
Automated Estimate Rocket Warranty Anniversary Checks
Every morning, WebRun checks Estimate Rocket for foundation pier jobs approaching their warranty inspection anniversary, prepares the annual warranty acknowledgment in DocuSign for your office to send, and logs the check in a Google Sheet for compliance.
Automated GorillaDesk Species-Specific Quotes
The moment a new inquiry names the species involved, WebRun drafts a tailored quote email with the right pricing and process in Gmail, and pings your sales team in Slack so they can review and send it fast.
Automated FieldServio PM Contract Renewals
WebRun checks FieldServio every Monday for PM contracts expiring within 60 days, confirms each customer's billing and payment history in QuickBooks, and posts a ranked renewal pipeline to Slack so your account managers know who to call first.
Automated Tinsel CRM Rebooking Campaigns
Every week during pre-season, WebRun finds last year's Tinsel CRM clients who haven't rebooked yet, drafts a personalized rebooking email in Klaviyo for each, and posts your sales team a Slack list of who to reach out to first.
Automated Arborgold Slip Hazard Logging
When a crew reports a slip hazard, WebRun logs it against the property in Arborgold, adds it to a compliance Sheet with the time and location, and pings dispatch on Telegram to send a crew back for re-treatment.
Automated Workiz Overdue Invoice Reminders
Every Monday, WebRun checks Workiz and Stripe for invoices past their due date, drafts a polite payment reminder with a payment link for each customer, and posts your office a chase list ranked by amount owed.
Automated Housecall Pro Lead Response Drafts
Every few minutes, WebRun checks Housecall Pro for new customer job requests, drafts a friendly first-response email in Gmail confirming the details and next step, and pings your office on Telegram so a real reply goes out fast.
Automated DripJobs Proposal Follow-Up Drafts
WebRun finds gutter proposals sent 3 or more days ago with no response, drafts a staged follow-up email for each, and pings your rep on Telegram to personally call the highest-value prospects.
Automated Chimney Invoice Payment Reminders
WebRun checks Smart Service and QuickBooks for invoices past their due date, drafts a polite reminder email for each customer in Gmail, and posts your office a Slack list of who still owes.
Automated Post-Discharge Adherence Check-Ins
A few days after each meds to beds discharge, WebRun checks adherent360 for how the fill and delivery went, and drafts a short adherence check-in email for your pharmacist to review and send, never sent on its own.
Automated PeriWatch Postpartum Hemorrhage Alerts
WebRun reads each patient's documented risk factors in PeriGen, stratifies postpartum hemorrhage risk as low, medium, or high, and alerts the charge nurse in Teams to confirm blood bank and hemorrhage cart readiness for anyone high risk.
Automated symplr OPPE Review Reminders
Every Monday, WebRun checks symplr for providers whose OPPE review is due within 30 days, drafts a reminder in Outlook for each department chair to complete and submit their evaluation, and prepares the signed OPPE form in DocuSign without sending it.
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