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 iUNU Pest Scouting Alerts
Every morning, WebRun checks iUNU for plants flagged with possible pest or disease signs, logs each sighting to Airtable, and posts a scouting summary to Slack for the IPM team to confirm.
iUNU›Airtable›Slack
Automated Croptracker Packout Grade Reports
Every afternoon, WebRun pulls today's pack-out grade breakdown by block and variety from Croptracker, logs it to Google Sheets, and drafts a QuickBooks entry reflecting the grade based payout for your bookkeeper to review.
Croptracker›Google Sheets›QuickBooks
Automated PoultryPlan Hatchery Delivery Confirmations
When your crew logs a new chick delivery in PoultryPlan, WebRun checks the count against the hatchery's manifest, drafts a delivery confirmation with any DOA credit request for you to review, and posts the receiving summary to Slack.
PoultryPlan›Gmail›Slack
Automated DairyComp Hauler Pickup Confirmations
Before each scheduled pickup, WebRun checks today's expected milk volume in DairyComp 305, drafts a confirmation email to your hauler with the volume and pickup window, and pings your manager on Telegram once it's ready to review and send.
DairyComp 305›Gmail›Telegram
Automated BakeSmart Recipe Costing Reports
Every Monday, WebRun opens BakeSmart, recalculates the cost of each recipe against current ingredient prices, checks recent purchase costs in QuickBooks, and posts a report of which recipes and wholesale accounts lost margin this week.
BakeSmart›QuickBooks›Google Sheets
Automated Cropster Roast Batch Schedule Digest
Every morning, WebRun reads today's planned roast batches from Cropster, logs which orders they cover in your production sheet, and posts the full roast schedule to Slack so your roast team knows exactly what to roast and in what order.
Cropster›Google Sheets›Slack
Automated Mar-Kov Private Label Order Routing
WebRun reads each new private label order's specs in Mar-Kov, routes it to the correct production line or co-packer based on flavor and packaging requirements, drafts an order acknowledgment for the customer, and notifies ops in Microsoft Teams.
Mar-Kov›Gmail›Microsoft Teams
Automated Ekos Quality Control Flag Reviews
Every morning, WebRun reads yesterday's QA and QC test entries in Ekos, flags any batch that fell outside spec on gravity, pH, or sensory notes, and posts a review alert to Slack so your head brewer catches it before packaging.
Ekos›Google Sheets›Slack
Automated InnoVint Harvest Tonnage Reports
Every night during harvest, WebRun reads each load logged in InnoVint, totals the tonnage by block and varietal, and sends your team a clean intake report in Google Sheets and Slack.
InnoVint›Google Sheets›Slack
CyFrame Automated Lot Certification Requests
Every morning, WebRun opens CyFrame, finds resin lots received without a certificate of analysis, logs each to a Google Sheet, and drafts a request to the supplier for the missing paperwork.
CyFrame›Gmail›Google Sheets
Tekla PowerFab Automatic Punch List Tracking
Every morning, WebRun checks Fieldwire for open punch list items tied to your scope, matches each one to the job in Tekla PowerFab, and prepares a DocuSign closeout certificate once every item is cleared, holding it for your PM to review and send.
Fieldwire›Tekla PowerFab›DocuSign
FactoryLogix Automatic RMA Status Tracking
WebRun checks FactoryLogix RMA and MRO records each hour for status changes, alerts your quality team in Slack the moment one is ready to ship back or needs attention, and drafts a Gmail status update to the customer for review.
FactoryLogix›Slack›Gmail
TSTracker Automated Tool PM Maintenance Reminders
Every Monday, WebRun checks TSTracker for tools due or coming due for preventive maintenance, logs the list in a running Google Sheet, and schedules each PM slot on your shop's Google Calendar.
TSTracker›Google Calendar›Google Sheets
Odyssey ERP Automated Order Backlog Reports
Every Monday, WebRun pulls every open order from Odyssey ERP, checks each job's value in QuickBooks, and compiles a backlog report in Google Sheets sorted by due date so nothing slips.
Odyssey ERP›QuickBooks›Google Sheets
EFI Automatic Repeat Order Reminders
Every week, WebRun reviews order history in EFI, finds customers due for their usual reorder based on past cadence, logs them to a sheet, and drafts a reorder email with their last spec and quantity for you to send.
EFI›Gmail›Google Sheets
Cabinet Vision Automatic Job Margin Reports
WebRun compares estimated material, hardware, and labor cost from Cabinet Vision against actual job costs and revenue in QuickBooks Online, then logs the estimate versus actual gap to a Google Sheet and flags any job under your target margin.
Cabinet Vision›QuickBooks Online›Google Sheets
JobBOSS Automatic Past Due Job Alerts
WebRun finds every job in JobBOSS past its promised ship date, ranks them by days late, and drafts your production manager a same-day catch-up alert.
JobBOSS›Google Sheets›Gmail
Automated SigmaNEST Quote Turnaround Alerts
Every morning, WebRun checks open quotes in SigmaNEST against your turnaround target, posts a Slack alert for anything at risk of going late, and drafts a status update email to the customer for your review.
SigmaNEST›Gmail›Slack
DELMIAWorks Automatic Purge and Color Change Log
Every hour, WebRun checks DELMIAWorks for presses that ran a purge or color change and logs a row to a Google Sheet with the press, outgoing and incoming color or material, and the purge weight used.
DELMIAWorks›Google Sheets
ProShop Automated On-Time Delivery Reports
WebRun compares promised ship dates in ProShop ERP against actual ship and invoice dates in QuickBooks, then posts your on-time delivery score and which jobs missed to Slack every week.
ProShop ERP›QuickBooks›Slack
Automated CGM APRIMA Medication Reconciliation
Every night, WebRun reviews CGM APRIMA for medication lists updated during the day's home visits, flags discrepancies, duplicate therapies, and high risk interactions, and logs each flag to Airtable with a Slack alert for provider review.
CGM APRIMA›Airtable›Slack
Automated Driver Schedule Rider Satisfaction Survey
Every Monday, WebRun finds last week's completed rides in Driver Schedule, drafts a short satisfaction survey invite for each family in SurveyMonkey, and posts a Slack summary of responses so low scores get a fast follow-up.
Driver Schedule›SurveyMonkey›Slack
Automated Alora Respite Hours Authorization Tracking
Every week, WebRun checks Alora for each client's authorized versus used respite hours, logs the running balance to Google Sheets, and drafts a renewal request email in Gmail for any authorization closing out within 2 weeks.
Alora›Google Sheets›Gmail
Automated MedVision Medication Reconciliation Flags
Every morning, WebRun compares each participant's active medication list in MedVision QuickCap against newly logged prescriber orders and pharmacy fills, flags discrepancies like duplicate therapies or missing doses, and posts a Slack alert so nursing can reconcile the list before the next dose.
MedVision QuickCap›Slack

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