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 Applied Epic Commission Reconciliation
Each time a commission download lands in Applied Epic, WebRun matches every line to the expected commission on the policy, and logs matches and variances, underpaid, missing, or unexpected, to a Google Sheet ranked by carrier.
Automated Attorney Referral Update Notes
Whenever a referred case reaches a new milestone in Family Law Software, WebRun checks the referral record in Clio and drafts a short status update for the referring attorney, left unsent for review.
Automated Form ADV Annual Update Tracking
WebRun checks your firm's filing status on SEC IAPD against key facts on file in Redtail Technology, flags what has changed since your last annual update, and posts a Slack checklist for your compliance officer well before the deadline.
Automated Prenda Open House Tour Scheduling
Every morning, WebRun pulls the next 24 hours of open house RSVPs from Prenda, blocks a calendar slot for each in person tour, and attaches a Zoom link for every family joining virtually.
Automated iClassPro Equipment Safety Checklists
Every morning before opening, WebRun builds a pre-open safety checklist in Google Sheets from the day's scheduled classes in iClassPro, and pings staff on Telegram if the checklist is not completed before the first class starts.
Automated CourseStorm Course Proposal Intake
When a new course proposal comes in, WebRun checks CourseStorm for anything similar already in the catalog, drafts an acknowledgment reply in Gmail to the proposer, and pings your program committee in Telegram so the proposal gets a timely review.
Automated Punchpass No-show Deposit Alerts
Every morning, WebRun checks Punchpass attendance for no-shows on deposit-required classes, checks Stripe for the card on file, and drafts the charge for staff to approve in Slack.
Automated GOLD Learning Plan Updates
Every month, WebRun pulls each child's individualized goal progress from Teaching Strategies GOLD, drafts the updated plan in Google Docs, and shares it with the support team in Microsoft Teams for review before it's finalized.
Automated CoreCampus Instructor Credential Alerts
Every Monday, WebRun checks CoreCampus for instructor licenses and certifications nearing expiration, posts a compliance-risk digest to Slack, and logs renewal status in Google Sheets.
Automated Bookeo Class Ingredient Shopping Lists
Every Monday, WebRun checks Bookeo for the week's confirmed classes and headcounts, scales each recipe's ingredients, and posts your kitchen manager a consolidated shopping list in Google Sheets.
Automated Sawyer Makeup Class Scheduling
Every night, WebRun checks Sawyer for students who missed a class that day, finds an open seat in a matching makeup session on Google Calendar, and drafts a reschedule offer email to the family for your team to review.
Automated Method Learning Proctor Confirmations
Before every practice test date, WebRun counts registered students in Method Learning, pulls the assigned proctor's Zoom link for remote sessions, and drafts a confirmation email in Gmail for your team to review.
Automated Teachworks Multilingual Invoice Drafts
Once a month, WebRun finds international families due to be billed in Teachworks, translates the invoice notes into each family's preferred language with DeepL, and drafts the itemized invoice in QuickBooks for staff to check and send.
Automated GoPrep Menu Rotation Checklists
When a new menu rotation is added in GoPrep, WebRun builds a launch checklist card in Trello for every new recipe, and posts your kitchen and marketing team a Slack summary of what still needs to be done.
Automated Trym Lab Results Notifications
The moment a batch's test results post in Confident LIMS, WebRun checks the pass or fail status and potency numbers against the matching harvest batch in Trym, and posts a Slack alert so your team knows what's cleared to sell and what needs a retest.
Automated iUNU Nutrient Dosing Cost Logs
Every night, WebRun reads the day's nutrient dosing log from Google Sheets, checks iUNU for any grow room showing a health dip linked to a dosing change, and records the day's nutrient cost against each crop in QuickBooks.
Automated Croptracker Harvest Yield Reports
Every evening during harvest, WebRun pulls today's picked bins by block and variety from Croptracker, logs the totals to a running Google Sheet, and sends you a WhatsApp summary of today's yield against target.
Automated PoultryPlan Grading and Packing Reports
Every night, WebRun pulls the day's grade breakdown from PoultryPlan, logs jumbo, grade A, grade B, and cracks to Airtable, and posts a packing summary to Slack so sales knows what's available before morning.
Automated DairyComp Herd Health Digests
Every night, WebRun pulls the health events logged in DairyComp 305 that day, mastitis, lameness, ketosis, and more, logs them to a tracking sheet, and posts your management team a Slack digest so nothing gets missed at tomorrow's check.
Automated Wholesale Bakery Account Onboarding
When a new wholesale account is added in BakeSmart, WebRun checks the setup checklist, drafts a welcome email with next steps, and schedules an account kickoff call on Google Calendar so nothing about setting up a new account gets missed.
Automated Cropster Private Label Order Confirmations
The moment a private label order lands in Shopify, WebRun confirms the roast, packaging, and production schedule in Cropster, and drafts an order confirmation email in Gmail with the roast date and ship date for your team to review and send.
Shopify›
Automated Mar-Kov Freezer Inventory Aging Reports
WebRun checks finished goods inventory in Mar-Kov every Monday, flags any pallet approaching its code date or sitting past your FIFO window, and posts a Microsoft Excel aging report and Slack alert so warehouse can move it before it's written off.
Automated Ekos Keg Return Tracking Alerts
Every Monday, WebRun checks Ekos for kegs that have been out at an account longer than your return window, drafts a friendly return reminder for each, and leaves it in Gmail for your team to review and send.
Automated InnoVint Grower Contract Tracking
Every Monday during contracting season, WebRun checks each grower contract's block and tonnage terms in InnoVint against its signature status in DocuSign, then drafts a signature reminder for any grower who has not signed.
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