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.

All categories
All categories
Automated Amtelco On-Call Schedule Reminders
Every morning, WebRun checks the on-call schedule in Amtelco, texts each agent whose shift starts within 24 hours, and posts the day's on-call roster to Telegram.
Amtelco›Twilio›Telegram
Automated Monthly ATM Terminal Profitability
On the last day of each month, WebRun combines each terminal's Switch Commerce revenue with its costs from QuickBooks, ranks every terminal from most to least profitable, and saves the finished workbook to Google Drive.
Switch Commerce›QuickBooks›Google Drive
Automated accesso POS Sales Reconciliation
Every night, WebRun pulls the day's retail and food and beverage POS totals from accesso, compares them line by line against QuickBooks, logs any discrepancy to Google Sheets, and flags it for your finance team to investigate.
accesso›QuickBooks›Google Sheets
Automated Occupier Portfolio Rent Roll
Every month, WebRun compiles every active lease from Occupier into a rent roll, logs it to Google Sheets with base rent, escalations, and term end dates, and posts your team a Slack summary.
Occupier›Google Sheets›Google Calendar›+1
Automated Conservice Provider Invoice Reconciliation
Every month, once provider invoices post, WebRun matches each water, electric, and gas invoice in Gmail against the expected charge on the property's Conservice ledger, logs the match status to Google Sheets, and posts any invoice that's missing, duplicated, or off by more than a set amount to Slack.
Conservice›Gmail›Google Sheets›+1
Merlin Automated Exchange Request Follow Ups
Every Monday, WebRun opens Merlin Software, checks the status of every open week or points exchange request, drafts an owner update for any that changed, and logs a follow up list in Airtable for your exchange coordinator.
Merlin Software›Gmail›Airtable
Automated O-Valet Peak Hour Staffing Alerts
Each morning, WebRun checks O-Valet's request volume pattern for the day of week, and an hour ahead of any predicted peak, reminds your shift manager in Slack and by text so extra drivers can be scheduled before the rush, not during it.
O-Valet›Slack›Twilio
Automated Pruvan Missing Photo Flags
WebRun checks completed Pruvan work orders for the required before and after photos on each task, then posts Slack a list of any order still missing shots so it gets fixed before submission.
Pruvan›Slack
Automated Envoy Meeting Room Utilization Report
Every Monday, WebRun compares Envoy room bookings against Google Calendar attendance, logs each room's actual utilization to a Google Sheet, and posts facilities a Slack report on which rooms are overbooked, underused, or the wrong size.
Envoy›Google Calendar›Google Sheets›+1
Automated ManageAmerica Insurance Expiry Reminders
WebRun checks ManageAmerica each week for renters or liability insurance certificates expiring soon, drafts a renewal reminder email and text for each resident, and posts your property manager a list of who still needs to renew.
ManageAmerica›Gmail›Twilio
Automated Yeti Site Service Verification
Every night, WebRun checks Yeti Software for each site's plow and salt verification photos, logs completions to a sheet, and posts a digest to Slack of any site missing proof.
Yeti Software›Google Sheets›Slack
Automated StarRez RA Duty Roster Reminders
Every night before rounds begin, WebRun checks the on-call schedule in Google Calendar against duty log activity in StarRez, reminds the RA on duty in Slack, and flags any uncovered shift to the Residence Director.
StarRez›Google Calendar›Slack
UpKeep Automated PM Compliance Reporting
On the first of the month, WebRun tallies how many preventive maintenance tasks were completed on time in UpKeep, logs the compliance rate to a sheet, and posts Slack with last month's score by asset and location.
UpKeep›Google Sheets›Slack
Automated Flash Parking Permit Expiry Reminders
Every morning, WebRun finds monthly permits expiring soon in Flash Parking, drafts a renewal reminder for each parker in Gmail, and leaves it for your office team to send.
Flash Parking›Gmail›Slack
Automated Flex Pull-Sheet Prep Reminders
Every morning, WebRun checks Flex Rental Solutions for today's load outs, builds a pull sheet with every item, kit, and container needed, and posts it to your warehouse team in Slack before the first truck backs up to the dock.
Flex Rental Solutions›Google Sheets›Slack
Automated Inflatable Office Insurance and Permit Tracking
Every Monday, WebRun checks your liability insurance and permit expiry dates stored in Google Drive against upcoming bookings in Inflatable Office, and drafts a renewal request email to your broker or permit office for anything expiring soon.
Inflatable Office›Google Drive›Gmail
Automated Booqable Customer Winback Emails
Every Monday, WebRun checks Booqable for repeat customers who have not booked in 90 days, checks their lifetime spend in Stripe, drafts a personal winback email in Gmail, and sends the outreach list to Telegram.
Booqable›Stripe›Gmail›+1
Automated Point of Rental Maintenance Due Alerts
Every Monday, WebRun checks engine hours and calendar intervals against each asset's service schedule in Point of Rental, logs everything due to a maintenance sheet, and posts your shop team a Slack alert ranked by how overdue each asset is.
Point of Rental›Google Sheets›Slack
Automated Ideal Rental Return Overdue Alerts
Every morning, WebRun checks rental agreements in Ideal DMS for units past their scheduled return date, drafts a reminder email to each renter for you to review and send, and posts your rental coordinator a Slack alert.
Ideal DMS›Gmail›Slack
Automated Karmak PM Service Due Reminders
Every morning, WebRun checks preventive maintenance schedules in Karmak Fusion for units due within 14 days, drafts a text reminder for each fleet contact, and checks Google Calendar for open service slots to suggest.
Karmak Fusion›Twilio›Google Calendar
Automated Cart Repair Ready Text Alerts
The moment a repair order is marked complete in BiT DMS, WebRun drafts a ready-for-pickup text to the customer in Twilio and posts your front desk a Telegram queue to review and send.
BiT DMS›Twilio›Telegram
Automated Service Work Order Follow-Ups
WebRun scans ASPEN Service for work orders stuck awaiting parts, approval, or pickup, drafts a status update for each customer to review, and posts an internal digest to Slack so your service manager knows what is stuck and why.
ASPEN (Charter Software)›Gmail›Slack
Automated EverLogic Repair Ready Text Drafts
WebRun checks EverLogic every hour for repair orders marked complete, drafts a ready for pickup text for each customer, and posts a service desk digest to Slack, leaving every text for your advisor to review and send.
EverLogic›Twilio›Slack
Automated DockMaster Service Status Texts
WebRun watches DockMaster for service work order status changes, drafts a short status text for each customer, and queues it in Twilio for your service desk to send with one click.
DockMaster›Twilio›Slack

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