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.
Automatic Run-of-Show Distribution
WebRun checks Planning Pod each morning for events happening within 3 days, pulls the finalized run of show, formats it in Google Sheets, and posts it to your event day Slack channel so staff and vendors have the schedule before doors open.
Aisle Planner Automated Inquiry Response Drafts
WebRun watches Aisle Planner for new couple inquiries, logs each lead to your Google Sheets pipeline, drafts a warm personalized response in Gmail, and pings you on Telegram to review and send it.
Automated Compliance Mock Audit Checklists
Every Monday, WebRun checks each client's compliance program in ComplySci against your standing mock audit checklist, logs every gap to Google Sheets, and posts your team a Slack readiness summary by client.
Automated Equipment Serial Number Verification
WebRun checks every serial number in your Airtable equipment register against Rouse Services data, flags mismatches or units with no record on file, and posts the discrepancy list to Telegram before the report is finalized.
Automated Foreign Qualification Checklists
WebRun reads each new foreign qualification request in Athennian, builds the state's checklist as Asana tasks, and drafts the supporting document request needed to file for review.
Automated Payroll Funding Confirmation Alerts
Every morning, WebRun opens Payroll Relief to check each client's scheduled debit date and required funding amount, checks the client's QuickBooks balance to confirm it is covered, posts a Slack digest of every upcoming debit, and sends an urgent Telegram ping for any client short with less than 2 business days to go.
Automated Seller Listing Status Updates
Every week, WebRun pulls each listing's views, inquiries, and showings from BizBuySell and drafts a friendly status update in Gmail for the seller, so you never have to write one from scratch.
Automatic Expert Witness Report Draft Reminders
Each morning, WebRun checks the expert report draft in Drive against the CaseWare IDEA project's completed tests, and pings the report writer on Telegram with which sections and exhibits are still outstanding before the filing deadline.
Automated Quarterly Reserve Roll-Forward Reports
At each quarter close, WebRun pulls the reserve movement by product line from AXIS, compiles the roll-forward in Excel, drafts the management summary, and leaves it for the reviewing actuary before anything reaches finance.
Automated Applied Epic Expiring Policy Alerts
Every morning, WebRun opens Applied Epic, checks the Expiration List for policies expiring in the next 90 days with no remarketing activity yet, logs them ranked by days left to a Google Sheet, and emails your producer team an internal alert so nothing is left until the last minute.
Automated Divorce Intake Questionnaire Reminders
As soon as a new client submits a Typeform intake questionnaire, WebRun checks it against the case in Family Law Software and drafts a follow-up email for any required financial question left blank.
Automated RIA Lead Intake and Follow Up
When a new contact is added in Redtail Technology, WebRun drafts a warm welcome email in Gmail and pings the assigned advisor in Slack, so no new lead waits more than a day to hear back.
Automated Prenda Parent Conference Scheduling
Each term, WebRun opens a round of conference booking slots in Calendly sized to your Prenda roster, and every Monday reports the guide who has booked and who still needs a nudge.
Automated iClassPro Open Gym Booking Reminders
Every afternoon, WebRun checks iClassPro for open gym sessions booked for the next day, drafts a friendly reminder text for each family in Twilio, and updates the gym's Google Calendar with expected headcount so staff can plan the floor.
Automated CourseStorm Registration Deadline Alerts
Every morning, WebRun checks CourseStorm for courses whose registration deadline is approaching, drafts a reminder campaign in Mailchimp for everyone who started but hasn't finished signing up, and pings your team in Telegram once it's ready to send.
Automated Punchpass Private Event Follow-ups
The day after a private event or party wraps, WebRun checks Punchpass for who booked it, drafts a thank-you and rebooking email in Gmail, and logs the event details to Google Sheets for review.
Automated GOLD Kindergarten Readiness Reports
Each month, WebRun pulls every child's assessment data from Teaching Strategies GOLD, drafts a plain language readiness report in Google Docs, and leaves it attached to an email in Gmail for the teacher to review and send home.
Automated CoreCampus Job Placement Follow-Ups
Every Monday, WebRun checks CoreCampus for graduates approaching their placement-verification window, drafts a follow-up email asking for their employment status, and logs each response in Google Sheets for career services.
Automated Bookeo Low Enrollment Alerts
Every night, WebRun checks Bookeo enrollment against each class's minimum headcount, logs at-risk classes in Google Sheets, and alerts your admin team in Slack while there's still time to fill seats.
Automated Sawyer Showcase Day Invites
Every Monday, WebRun finds Sawyer classes reaching their final session of the term, drafts a showcase day invite campaign in Mailchimp for those families, and holds the showcase slot on your Google Calendar.
Automated Method Learning Milestone Alerts
The moment a student's Method Learning score crosses a milestone toward their goal, WebRun alerts the instructor in Slack and drafts a congratulatory email in Gmail for your team to review before sending to the family.
Automated Teachworks Placement Test Scheduling
When a new student inquires, WebRun logs the placement test request in Teachworks, books an open slot with an available teacher on Google Calendar, and drafts a confirmation email for staff to review and send.
Automated GoPrep Order Cutoff Reminders
Every Tuesday, WebRun checks GoPrep for customers who have not placed this week's order yet, drafts a personal cutoff reminder in Gmail for each, and posts your team a Slack summary of who still needs to order.
Automated Trym License Renewal Reminders
Every Monday, WebRun checks your facility's license and permit expiration dates tracked in Trym, flags anything due within 60 days, and drafts the renewal packet in DocuSign for your compliance lead to send to the license holder while alerting your team in Slack.
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