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 Group Tour Inquiry Follow-Up
When a private or group inquiry arrives, WebRun drafts a personalised follow-up email with availability, group pricing, and next steps, and queues it for your review so no lead goes cold.
Automated Tour Pre-Activity Guest Reminders
Every evening, WebRun finds tours running tomorrow in FareHarbor, drafts a personalised reminder for each guest with meeting point and what to bring, and queues the drafts for your review.
Automated Tour Guide Daily Manifest
Every morning, WebRun pulls each guide's bookings from FareHarbor, compiles a manifest with guest names, party sizes, special requests, and meeting points, and posts it to Slack so guides start the day fully briefed.
Automated Tour Failed Payment Recovery
Every morning, WebRun finds bookings with a failed payment in FareHarbor, drafts a polite recovery email for each guest with a secure payment link, and queues the drafts for your review.
Automated Tour Capacity and Revenue Report
Every Monday, WebRun pulls the week's booking data from Peek Pro, calculates capacity utilisation and revenue by tour type, and posts a summary report to Slack with a full breakdown in Google Sheets.
Automated Tour Booking Confirmations
When a booking is made in FareHarbor, WebRun drafts a confirmation email with meeting point, gear list, and what to expect, then queues it for your review before sending.
Automated Tour Balance Due Reminders
Every morning, WebRun finds bookings with an unpaid balance due in Checkfront, drafts a polite payment reminder for each guest, and queues the drafts for your review before sending.
Automated Tour Abandoned Booking Recovery
Every morning, WebRun finds incomplete checkouts in Xola, drafts a friendly recovery email for each prospect with a direct link back to their booking, and queues the drafts for your review.
Automated Wire Instruction Verification Reminders
WebRun identifies closings with unconfirmed wire instructions in Qualia and drafts a caution-framed verification reminder to the sending party. Wire fraud is a leading real estate scam: always verify instructions by phone before sending funds.
Automated Weekly Title Order Pipeline Report
WebRun pulls the week's order activity from SoftPro every Monday, calculates open orders, closings completed, revenue, and pipeline velocity, and posts a structured report to Slack and Google Sheets for leadership review.
Automated Title Company Review Requests After Closing
WebRun identifies orders that closed in the last one to three days in Qualia and drafts a warm, personal review request email to the buyer and seller so your firm builds its online reputation without any manual effort.
Automated Post-Closing Recording Status Tracker
WebRun checks recording status for recently closed orders in ResWare, logs each document's progress, and alerts your team to any recording that is delayed or needs follow-up with the county.
Automated Lender Payoff Request Follow-Up
WebRun monitors outstanding payoff requests in Qualia, identifies any that are aging or overdue, and drafts a polite follow-up to the lender so your team never has to chase manually.
Automated Title Order Missing Document Chaser
WebRun scans your title orders in SoftPro for outstanding required documents, drafts a polite chaser to the responsible party, and logs the outstanding items in a tracking sheet.
Automated Earnest Money Receipt Confirmations
WebRun detects newly received earnest money deposits logged in SoftPro and drafts a professional receipt confirmation for the buyer and buyer's agent so no deposit goes unacknowledged.
Automated Daily Title Closing Calendar Digest
WebRun pulls today's and tomorrow's scheduled closings from ResWare every morning and posts a structured digest to Slack so your team walks in fully prepared for every closing on the calendar.
Automated Title Commitment Cure Worklist
WebRun reads open title commitment exceptions in SoftPro, groups them by order, and builds your team a prioritized cure worklist so every exception is resolved before closing.
Automated Title Closing Milestone Updates
WebRun tracks each order in Qualia or SoftPro, identifies the current milestone, and drafts a status update to buyers, sellers, and agents so everyone knows what happens next.
Automated Title Closing Deadline Tracker
WebRun reads every active order in ResWare, calculates days to each closing and contingency deadline, and posts your team a daily countdown digest in Slack so critical dates never slip.
Automated Title Order Status Updates for Agents
WebRun reads active orders in Qualia, identifies meaningful milestone changes since the last update, and drafts a concise order status email for each referring real estate agent.
Automated Swim Waitlist and Open Slot Filling
When a cancellation creates an open spot in iClassPro, WebRun finds the next waitlisted family for that class level and time, drafts an offer email, and alerts staff to send it before the spot sits empty.
Automated Swim Trial to Enrollment Follow-Up
After a family completes a trial lesson in iClassPro, WebRun drafts a follow-up enrollment invitation and alerts staff to send it within 24 hours while interest is highest.
Automated Swim Session Registration Reminders
Before a new session opens in iClassPro, WebRun identifies current families who have not yet re-registered, drafts early-registration reminders, and alerts staff to send them before spots are gone.
Automated Swim School Overdue Tuition Chaser
Every week, WebRun checks Jackrabbit Class for families with past-due balances, drafts polite payment reminder emails, and gives your billing team a prioritized Slack list of who owes what.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.