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.
DMSi Agility Automated Loyalty Points Redemption
Every morning, WebRun checks DMSi Agility for new loyalty point redemption requests, confirms each contractor's shipping address on file in QuickBooks, and drafts a redemption confirmation text in Twilio for the rewards coordinator to review before it sends.
Automated DDI Inform Min Max Reorder Alerts
Every morning, WebRun checks DDI Inform for branch stock below its min level, checks QuickBooks for the current cash position, drafts the reorder in DDI Inform for the buyer, and posts the dollar impact in Slack.
Automated rfxcel Lot Expiry Tracking
Every Monday, WebRun scans rfxcel for lots nearing their expiry date, logs each one to a Google Sheet with days remaining, and posts your warehouse team a Slack list sorted so the soonest-to-expire stock moves first.
Automatic Out-of-Stock Substitution Alerts
Every morning, WebRun opens VIP, checks today's route orders against warehouse stock, drafts a substitution notice for each affected retailer in Gmail, and posts the warehouse a Slack pick list of what to pull instead.
Automated HVAC Filter Reorder Reminders
WebRun finds contractor accounts due for a filter reorder based on past purchase intervals in Savance Enterprise (Klipboard), checks the account is in good standing in QuickBooks Online, and drafts a reorder reminder for review.
Automated DistributionPlus Price File Update Digest
Every morning, WebRun checks CP Tech DistributionPlus for vendor price file updates loaded overnight, syncs the new item costs to QuickBooks, and posts your sales team a Slack digest of what went up, what went down, and which open quotes now use a stale price.
Automated Eclipse Submittal Approval Alerts
WebRun checks Epicor Eclipse for switchgear and panel submittals still awaiting engineer or GC approval, drafts a chase email in Gmail for each one, and posts your project team a Slack digest of what's holding up release.
Streamtime Automated Feedback Escalation Alerts
Every night, WebRun checks Streamtime for projects still waiting on client feedback a week or more after the first reminder, drafts a firmer check-in email in Gmail for you to review, and messages the project's producer directly on Telegram so it doesn't stall another day.
Sprout Social Automated Payout Reconciliation
Every Monday, WebRun checks which creators completed their contracted posts in Sprout Social, matches that against payments recorded in Stripe, and logs any mismatch, a payment with no delivery or a delivery with no payment, into a reconciliation sheet.
Muck Rack Automated Pitch Response Tracking
Every morning, WebRun reviews all pitches sent through Muck Rack, classifies each as interested, declined, or awaiting reply, logs the status in Google Sheets, and posts your team a Slack summary of where every pitch stands.
Function Point Automated New Business Follow Ups
Every Monday, WebRun checks Function Point for pitches and proposals sent to prospects with no reply, drafts a follow up email for each in Gmail, and posts your new business lead a Slack list of who to chase.
Syngency Automated Contract Renewal Alerts
Every Monday, WebRun checks Syngency for talent representation agreements or client service contracts expiring in the next 60 days, drafts a renewal outreach email in Gmail for each, and adds a follow up reminder to Google Calendar so the renewal never gets missed.
Studio Hero Automated Session Rate Quotes
When a new booking inquiry lands in Studio Hero, WebRun checks your current rate card in Google Sheets and drafts a priced quote email in Gmail for your team to review and send.
Studio Ninja Automated Print Order Status Tracking
Every morning, WebRun checks Studio Ninja for print and product orders with a status change since yesterday, logs each stage in Google Sheets, and posts the studio's print order digest to Slack.
Total Party Planner Automated Kitchen Prep Lists
WebRun compiles tomorrow's menu items and quantities from every booked event, saves a prep list to Google Drive, and posts the kitchen team a Slack link so prep starts on the right numbers.
Planning Pod Automated RFP Follow-Up Drafts
WebRun checks Planning Pod every morning for sent proposals with no client reply, drafts a friendly follow up in Outlook for each one, and posts your sales team a Slack list of who still needs a nudge.
Aisle Planner Automated Final Guest Count Reports
WebRun checks Aisle Planner for weddings approaching their final guest count deadline, tallies the confirmed RSVPs, logs the finalized number in Google Sheets, and drafts the confirmation email to the caterer or venue for your review.
Automated Marketing Rule Review Checklists
When a new marketing piece is submitted, WebRun checks it in ComplySci against the SEC Marketing Rule requirements, logs the outcome to Google Sheets, and posts your team a Slack alert for anything needing revision.
Automated Draft Appraisal Review Reminders
WebRun checks Rouse Services for draft reports waiting on a QC reviewer, confirms the draft document exists in Google Drive, and posts a Slack reminder to the assigned reviewer before a deadline slips.
Automated Entity Formation Status Tracking
WebRun checks Athennian for entities still pending state formation approval, logs each one's status to a shared Google Sheet, and pings Telegram the moment a formation is approved.
Automated Payroll Overtime Exception Alerts
Every morning before that day's runs, WebRun opens Payroll Relief to scan each client's current batch for employees with unusually high overtime, checks the cost impact in QuickBooks, and pings your processing team in Telegram to confirm the hours before the batch is submitted.
Automated Listing Price Review Alerts
WebRun reviews days on market and inquiry activity for every BizBuySell listing and flags any listing that's gone quiet long enough to warrant a price conversation with the seller in your Google Sheets tracker.
Automatic Forensic Evidence Intake Tracking
Whenever new evidence files are uploaded to Drive, WebRun catalogs each one, registers it as a data source in CaseWare IDEA, and posts your team a Slack summary of what arrived, from whom, and what still needs a source file.
Automated Peer Review Sign-Off Reminders
Every morning, WebRun checks AXIS for completed reserve, valuation, or pricing work still waiting on its required peer review, logs each one to a Google Sheet with the reviewer and days waiting, and posts a Slack reminder so nothing goes out unreviewed.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.