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 Post-Event Review Request Emails
WebRun identifies events that concluded in the last day or two, drafts a warm review request for each client, and queues the emails in Gmail for your approval before anything is sent.
TripleseatGmailSlack
Automated Event Venue Inquiry Follow-Up
When a new inquiry lands in your inbox or Tripleseat, WebRun reads the event details, drafts a warm, personalized response, and queues it for your review before anything is sent.
TripleseatGmailSlack
Automated Venue Final Payment Reminders
WebRun checks upcoming events for outstanding final balances, drafts a polite payment reminder for each client, and queues the emails for review so events arrive fully paid.
TripleseatStripeGmail
Automated Venue Final Headcount Confirmation
WebRun identifies events happening within the final-details window, drafts a confirmation request for headcount, menu choices, and setup preferences, and queues the emails for review.
Event TempleGmailSlack
Automated Venue Deposit Collection Reminders
WebRun finds bookings with unpaid deposits, drafts a friendly payment reminder for each client, and queues them in Gmail for review so no date hold expires from inaction.
Perfect VenueStripeGmail
Automated Venue Contract Signature Chaser
WebRun checks for contracts sent via DocuSign that have not been signed, drafts a polite reminder for each couple or client, and queues the emails for your review.
TripleseatDocuSignGmail
Automated BEO Distribution for Event Venues
When a Banquet Event Order is finalized in Tripleseat, WebRun packages it and posts it to the relevant team channels in Slack so catering, AV, and facilities all have the details before event day.
TripleseatSlackGoogle Sheets
Automated Venue Availability Hold Follow-Up
WebRun checks your tentative holds in Perfect Venue, drafts a follow-up for each one approaching its expiry, and queues the emails for review so you can convert holds to bookings or free the date.
Perfect VenueGmailSlack
Automated Tutoring Waitlist to Tutor Matching
When a tutor has a new opening, WebRun checks the waitlist in Oases or Teachworks, finds the best match by subject and availability, drafts an offer to the family, and alerts the tutor to prepare.
OasesGmailSlack
Automated Tutor Daily Schedule Digest
Every morning, WebRun pulls each tutor's sessions for the day from TutorBird and posts a concise personal schedule digest to their Slack or Telegram so they arrive prepared.
TutorBirdSlack
Automated Trial to Enrollment Follow-Up for Tutoring
After a trial session, WebRun drafts a personalized follow-up for the family with next steps, so the momentum from the first session turns into a booking.
TeachworksGmailSlack
Automated Tutoring Session Reminders
Before each session, WebRun drafts reminder messages for the student and parent, reducing no-shows and last-minute cancellations.
TeachworksGmailTwilio
Automated Tutoring Parent Progress Report Drafts
Every month, WebRun reads session notes and attendance from TutorBird, drafts a personalized progress report for each student, and queues it for the tutor to review and send.
TutorBirdGmailGoogle Sheets
Automated Tutoring Package Hours Low Alerts
When a student's package hours drop below your threshold, WebRun drafts a personalized top-up reminder for the family so sessions never get interrupted.
TeachworksGmailSlack
Automated Tutoring Overdue Invoice Chaser
Every week, WebRun finds past-due invoices in Teachworks, drafts polite payment reminder emails for each family, and gives staff a clear aged-debt list so nothing falls through.
TeachworksGmailSlack
Automated New Tutoring Student Onboarding
When a new student is added to your system, WebRun drafts a personalized welcome email for the family, creates their onboarding checklist, and alerts the assigned tutor so the first session starts on the right foot.
TeachworksGmailSlack
Automated Tutoring Monthly Enrollment Report
On the first of each month, WebRun pulls enrollment counts, session volumes, and revenue from Teachworks and Stripe, compiles them into a clean summary, and posts it to Slack so the whole team starts the month with the same picture.
TeachworksStripeGoogle Sheets+1
Automated Tutoring Makeup Session Scheduling
When a session is cancelled or a student no-shows, WebRun drafts a makeup offer for the family and surfaces open tutor slots so rescheduling happens the same day.
TutorBirdGmailGoogle Calendar
Automated Lapsed Tutoring Family Winback
Every month, WebRun finds students who have not had a session in 30 or more days, drafts a warm re-engagement email for each family, and flags the list to staff so outreach is personal and timely.
TeachworksGmailSlack
Automated Tutoring Failed Payment Recovery
When a payment fails in Stripe or Teachworks, WebRun drafts a polite recovery message for the family and flags the account to staff so sessions continue without awkward interruptions.
TeachworksStripeGmail+1
Automated Tree Service Weekly Revenue Report
Every week, WebRun pulls completed jobs, invoiced amounts, and payment status from your tree service software and posts a revenue summary to your management channel.
SingleOpsGoogle SheetsSlack
Automated Tree Service Weather Reschedule Notices
When bad weather threatens the next day's tree jobs, WebRun drafts reschedule notices for affected customers and alerts your crew before anyone drives to a site.
JobberGmailSlack
Automated Tree Service Seasonal Service Reminders
At the start of each season, WebRun finds customers due for pruning or plant health spraying and drafts personalized outreach to bring them back.
ArborgoldGmailSlack
Automated Tree Service Review Requests After Jobs
When a tree service job is marked complete, WebRun drafts a review request for the customer so your Google and Facebook ratings keep climbing.
JobberGmailSlack

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