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 Vyapar Outstanding Statements
Each month, WebRun opens Vyapar, builds an account statement for every party with a balance, drafts a covering email to each in Gmail, and posts your team a Slack index, all left unsent for review.
Automated Petpooja Recipe Cost Variance
Every Monday, WebRun compares last week's theoretical recipe cost against actual ingredient usage in Petpooja, flags dishes and ingredients with high variance, and sends the list to Telegram.
Automated GoFrugal PO Approval Reminders
Every weekday, WebRun finds purchase orders sitting unapproved in GoFrugal, works out how long each has waited, and posts Slack reminders to the managers who need to sign off.
Automated Qashier Staff Clock Exception Alerts
Every morning, WebRun reviews yesterday's Qashier clock-in and clock-out records, flags late arrivals and missed clock-outs by outlet, and pings the shift manager on Telegram.
Automated Loyverse Receipt Email Capture Sync
Every morning, WebRun opens Loyverse, finds customers who added their email for a digital receipt, checks for duplicates, syncs new contacts to Mailchimp, and logs the additions in Google Sheets.
Automated StoreHub Promo Uplift Report
Every Monday, WebRun compares last week's StoreHub promotion sales to your baseline, factors in margin from Xero, and writes a clear uplift summary to Google Sheets.
Automated Silo Daily Produce Price Sheet
Every morning before the sales day starts, WebRun pulls today's costed inventory from Silo, builds the daily market price sheet in Google Sheets, and drafts a pricing email to your regular wholesale buyers for review before it goes out.
Automatic Janitorial Route Delivery Scheduling
Every morning, WebRun pulls today's staged orders by route in JanSanix, builds each driver's stops as calendar events in order, and posts dispatch a Telegram rundown of every route before the trucks leave.
Automated Accolent ERP PPE Backorder Alerts
Every morning, WebRun checks PPE items backordered in Accolent ERP, drafts a replenishment purchase order in QuickBooks for anything critically low, and posts your purchasing team a Slack alert listing affected customer orders so a manager can approve before it is sent.
DMSi Agility Automated Price Change Digest
Every Monday, WebRun compares this week's SKU price and cost changes in DMSi Agility against QuickBooks item costs, logs any mismatch in Google Sheets, and posts a branch manager digest so pricing errors get caught before a contractor is quoted wrong.
Automated Obsolete Part Cross-Reference Alerts
Every Monday, WebRun checks DDI Inform for parts flagged obsolete with recent order history, cross-references the replacement part number, drafts a substitution notice for the account rep, and posts sales a Slack summary.
Automated rfxcel Customer License Verification
The moment a new customer application comes in, WebRun pulls the DEA and state license details, verifies the license is active in NABP, prepares the customer agreement in DocuSign but holds it unsent, and notifies your account team in Slack.
Automated POS Display Compliance Checks
Every Monday, WebRun opens VIP for the week's contracted account list, reads each rep's display compliance checklist from Google Forms, and posts a Slack alert grouped by rep on every account still missing its required point of sale display.
Automated HVAC Parts Backorder Alerts
WebRun watches purchase orders in Savance Enterprise (Klipboard) for backordered line items, pings purchasing in Telegram with the details, and drafts a delay notice for any affected contractor.
Automated DistributionPlus PVF Backorder Alerts
Every morning, WebRun checks CP Tech DistributionPlus for backordered pipe, valve, and fitting lines, links each to the order or job it belongs to, and posts your purchasing team a ranked Slack alert so nothing stalls a contractor's job without warning.
Automated Eclipse Job Release Scheduling
WebRun checks Epicor Eclipse for job orders with a material release due in the next few days, drafts a heads-up email in Gmail to the job site contact, and posts your warehouse team a Slack digest of what needs to be staged.
Streamtime Automated Project Profitability Report
On the 1st of every month, WebRun pulls budgeted versus actual hours for every project from Streamtime, checks what was actually invoiced and paid in QuickBooks, and writes a profitability report to a Google Sheet ranking projects from most to least profitable.
Sprout Social Automated Engagement Spike Alerts
Every few minutes, WebRun compares each live post's engagement velocity in Sprout Social against the account's normal pace, alerts Slack the moment a post is spiking, and logs the spike to a sheet so you can capitalize on it before it peaks.
Muck Rack Automated Media Coverage Digest
Every morning, WebRun scans Muck Rack's media monitoring for new mentions of each client, logs every hit to a Google Sheet with outlet and reach, and posts your team a ranked Slack digest with links to review.
Function Point Automated Approval Escalation Alerts
Every morning, WebRun checks Function Point for any approval, estimate, or change order stuck past its internal deadline, checks Google Calendar for the approver's availability, and posts their manager a Slack escalation.
Syngency Automated Model Release Chasing
Every Monday, WebRun lists talent booked on active jobs in Syngency, checks DocuSign for whose model release or usage rights form is still unsigned, and drafts a reminder email in Gmail for each so no delivery is held up by missing paperwork.
Studio Hero Automated No-Show Fee Alerts
When a client no shows or cancels late in Studio Hero, WebRun alerts your manager in Slack and drafts the cancellation fee invoice in QuickBooks for review, never charging automatically.
Studio Ninja Automated Referral Thank You Notes
Every Monday, WebRun checks Studio Ninja for new bookings sourced from a referral, drafts a personal thank you note in Gmail for the referring client, and checks QuickBooks so a referral credit can be applied to their next invoice.
Total Party Planner Automated Tasting Scheduling
WebRun finds new menu tasting requests, checks your tasting calendar for open slots, and drafts a scheduling email with time options for each prospect to review before it sends.
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