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.
Finance
Recover Failed Stripe Payments Automatically
WebRun spots every failed Stripe payment, drafts a recovery email for each customer, and shows you who needs a follow-up call — so you recover revenue without chasing manually.
Finance
Weekly P&L Snapshot, Automated
Every week WebRun pulls your income and expense totals from Xero, compares them to last week and the same period last year, and delivers a plain-English P&L summary before your Monday morning starts.
Finance
Budget Variance Alerts, Automated
WebRun compares your actual spend in QuickBooks to your monthly budget, and alerts you the moment any category runs meaningfully over or under — so surprises hit your Slack, not your year-end.
Finance
Tally Your Monthly Sales-Tax Liability
WebRun tallies the sales tax you have collected across all channels, groups it by jurisdiction, and gives you a filing-ready summary — so you never scramble at quarter-end.
Finance
Prepare Your Monthly Investor Update
WebRun gathers your key business metrics from Xero and your spreadsheet, drafts a polished investor update email, and leaves it ready for you to personalise and send.
Bookkeeping
Weekly Aged-Receivables Summary
WebRun pulls your full aged-receivables report, groups balances by how long they have been outstanding, and delivers a prioritised collection list so you know exactly where to focus.
Bookkeeping
Categorise Bank Transactions Automatically
WebRun reviews every uncategorised transaction in Xero, suggests the right account code based on vendor and description, and presents them for your one-click approval — no more end-of-month categorisation backlogs.
Bookkeeping
Reconcile Your Bank Feed Weekly
WebRun matches every bank transaction to a Xero entry, flags the ones that don't match, and gives you a clean reconciliation report — so your books are never weeks behind.
Bookkeeping
Match Receipts to Card Charges
WebRun reads the receipts your team submits in Expensify, matches each one to the corresponding card charge in Ramp or your bank feed, and flags any charge that is still missing a receipt.
Bookkeeping
Route Vendor Bills for Approval
When a new vendor bill arrives in Bill.com, WebRun checks it against your approved vendor list, extracts the key details, and routes it to the right approver via Slack — so nothing is paid without the right eyes on it.
Bookkeeping
Run Your Month-End Close Checklist
At the end of every month, WebRun works through your close checklist — verifying reconciliations, flagging open items, and checking that every task is ticked — so your books close on time and nothing is missed.
Customer support
Draft Ticket Replies From Help Docs
When a support ticket arrives, WebRun finds the most relevant help article and drafts a personalised reply for your agent to review and send.
Customer support
Triage & Tag Support Tickets Automatically
The moment a ticket lands, WebRun reads it, assigns the right category and priority tags, and routes it to the correct team queue — so your agents open an already-sorted inbox.
Customer support
Escalate Angry & Urgent Tickets Instantly
WebRun reads every new ticket for distress signals and escalates the heated ones to a senior agent before the customer has to ask twice.
Customer support
Daily Support Queue Digest
Every morning, WebRun scans your open ticket queue and delivers a clear digest — open counts, oldest tickets, and today's priorities — so your team starts the day focused.
Customer support
Send CSAT Surveys Automatically
When a ticket is closed, WebRun waits the right amount of time and then drafts a CSAT survey email for your review — keeping your satisfaction scores up to date without manual chasing.
Customer support
Find Feature Requests in Support Tickets
WebRun reads your closed support tickets, spots the ones that are really product feedback or feature requests, and logs them to your product backlog — so no customer insight gets lost.
Customer support
Cluster Bug Reports From Tickets
WebRun groups similar bug reports from your support queue into clusters, so your engineering team can see which bugs are hitting the most customers — before anyone has to manually triage.
Customer support
SLA Breach Warnings Before They Hit
WebRun monitors your open ticket queue every hour and alerts your team the moment any ticket is at risk of missing its SLA — so you can act before the clock runs out.
Customer support
Weekly Support Trends Report
Every Monday, WebRun analyses last week's ticket data and delivers a clear trends report — volume, top issues, CSAT, and resolution time — so you can spot problems and improve.
Customer support
Route Support Tickets to the Right Team
WebRun reads every new ticket and assigns it to the correct team — Technical, Billing, Onboarding, or General — so tickets reach the right expert from the moment they arrive.
Customer support
Follow Up on Unresolved Tickets
WebRun finds open tickets that haven't had a reply in too long and drafts a polite follow-up for each one — so no customer is left waiting without an update.
Customer success
Nudge Customers Through Onboarding
WebRun tracks where each new customer is in your onboarding flow and sends them a personalised nudge when they haven't completed the next step — so they get value faster and churn less.
Customer success
Detect At-Risk Accounts Before Churn
WebRun monitors usage and support signals across your customer base every day and flags accounts showing churn risk — so your success team can step in before it's too late.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.