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.
Function Point Automated Timesheet Reminders
Every morning, WebRun checks Function Point for staff who haven't logged time for the previous work day, skips anyone away in Google Calendar, and sends each person a friendly Slack reminder before the deadline slips.
Syngency Automated Usage and Residual Tracking
Every Monday, WebRun checks Syngency for bookings with usage rights or residual windows expiring in the next 30 days, cross checks Xero for whether the renewal has been billed, drafts a renewal invoice in Xero for anything unbilled, and logs the full status in Google Sheets.
Studio Hero Automated Room Utilization Reports
Every Monday, WebRun pulls the past week's sessions from Studio Hero, calculates booked and idle hours per room and engineer in Google Sheets, and sends the summary to Telegram.
Studio Ninja Automated Shoot Day Text Reminders
Every afternoon, WebRun checks Studio Ninja for sessions booked for tomorrow, drafts a reminder text for each client in Twilio, and sends your team tomorrow's full shoot day sheet in Telegram.
Total Party Planner Automated Staff Shift Reminders
WebRun finds every event staffed in the next few days, checks for scheduling conflicts, and posts the crew a shift roster in Telegram so everyone knows where to be.
Planning Pod Automated Venue Contract Alerts
WebRun checks venue contracts in Planning Pod every Monday for terms expiring within 60 days, logs each to Google Sheets, and drafts a renewal inquiry in Outlook to the venue for your review.
Automated Regulatory Change Alert Digests
Every morning, WebRun checks SEC.gov for new rule releases, matches them against each client's compliance calendar in ComplySci, and posts your team a Slack digest of what applies and to whom.
Automated Site Visit Photo Upload Reminders
WebRun checks Rouse Services for inspections completed yesterday, checks Dropbox for the matching photo folder, texts the field appraiser through Twilio if photos are still missing, and posts any gaps to Slack.
Automated Service of Process Notifications
WebRun logs each service of process document received in Athennian, stores the scanned copy in Dropbox, and drafts an urgent client notification email in Gmail for your review the moment it lands.
Automated W2 and 1099 Year End Checklist
Every Monday from November through January 31, WebRun opens Payroll Relief to check each client's W2 and 1099 readiness, cross checks 1099 contractor totals against the client's QuickBooks records, and logs a master year end checklist status per client into Google Sheets.
Automated Seller Financial Document Reminders
WebRun checks your Google Sheets checklist against what's actually been received for each listing, and drafts a friendly Gmail reminder to the seller for whatever financial document is still missing.
Automated CaseWare IDEA Anomaly Alerts
Every night, WebRun runs CaseWare IDEA's exception tests against the day's transaction data, logs every flagged item to a Google Sheet with the test that caught it, and pings you on Telegram the moment a high-risk anomaly needs a closer look.
Automated Valuation Data Follow-Up Requests
Every Monday during a valuation cycle, WebRun opens AXIS, finds which cedants and data providers still owe a policy, claims, or asset extract, drafts a follow-up email for each one in Gmail, and leaves every draft unsent for you to review.
Automated Applied Epic Premium Audit Reminders
Every Monday, WebRun opens Applied Epic, finds policies with a premium audit due soon, and drafts a reminder in Outlook asking the client for payroll or sales records, left unsent for your team to review and send.
Automated Missing Financial Document Reminders
Every morning, WebRun checks the required financial document list in Family Law Software against the client's shared Dropbox folder, then drafts a reminder email for anything still missing before the affidavit deadline.
Automated RIA RMD Deadline Reminders
Every Monday, WebRun checks Fidelity for clients who still owe a required minimum distribution this year, cross references their account details in Redtail Technology, and drafts a reminder email in Gmail for you to send.
Automated Prenda Weekly Progress Reports
Every Monday, WebRun pulls each student's weekly progress from Prenda, drafts a parent friendly update for every family in Gmail, and lets your guide review and send them from one Slack notice.
Automated iClassPro Waiver Form Reminders
Every morning, WebRun checks iClassPro for students missing a signed waiver or safety form ahead of their next class, drafts a reminder campaign in Mailchimp for those families, and emails the front desk a same day list of who still needs to sign.
Automated CourseStorm Waitlist Seat Openings
Every hour, WebRun checks CourseStorm for classes with a newly opened seat, finds the next person on the waitlist, and drafts them a seat-offer email in Gmail so your staff can review and send it before the seat goes to someone else.
Automated Punchpass Workshop Waitlist Alerts
When a workshop seat opens up, WebRun checks the Punchpass waitlist, drafts a seat-available email to the next person in line via Klaviyo, and posts the update to Slack for your team to send.
Automatic Weekly Lesson Plan Reminders
Every Friday, WebRun checks Teaching Strategies GOLD for each classroom's current curriculum objectives, confirms which teachers have posted next week's lesson plan to Google Drive, and posts a reminder to anyone missing in Microsoft Teams.
Automated CoreCampus Tuition Past-Due Alerts
Every Monday, WebRun checks CoreCampus for tuition installments past their due date, cross-checks payment status in QuickBooks, and posts the business office a past-due list in Slack.
Automated Bookeo Seasonal Class Announcements
When new seasonal classes go live in Bookeo, WebRun pulls the details, drafts an announcement campaign in Mailchimp, and logs which classes still need promoting in Google Sheets.
Automated Sawyer Skill Progress Updates
Every night, WebRun checks Sawyer for students whose skill level an instructor updated that day, drafts a progress update email to the family for your team to review, and files a copy of each update in Google Drive for the student's record.
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