Templates
Workflow templates.
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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 Tally Trial Balance Report
On the first of every month, WebRun pulls the prior month's trial balance from TallyPrime, logs it to Google Sheets, and emails your accountant a copy with any debit credit mismatch flagged.
Automated Qoyod Price Change Audit Log
Every night, WebRun opens Qoyod, finds every item price changed that day, and logs the old price, new price, and percentage change to Google Sheets, so every price move is on record.
Automated Wafeq Multi Branch Revenue Rollup
Every night, WebRun pulls revenue by branch from Wafeq, compiles it into a single rollup sheet, and sends leadership a WhatsApp summary of which branches are ahead or behind.
Automated Khatabook New Customer Ledger Setup
The moment a new customer's first entry lands in Khatabook, WebRun checks the details are complete and logs them to a master customer registry in Google Sheets.
Automated Deskera Overdue Invoice Reminders
Every Monday, WebRun finds invoices past due in Deskera, sends a polite reminder for small balances and drafts one for you to review on larger ones, and posts a Slack list of who still owes you.
Automated iKhokha Payment Link Reminders
WebRun checks your iKhokha iK Pay Link orders for ones still unpaid after 2 days, drafts a friendly WhatsApp nudge with the link for each customer, and logs the outstanding list in Google Sheets for you to review.
Automated Yoco Refund and Void Alerts
WebRun watches your Yoco transactions for refunds and voids, checks each one against your normal pattern, and sends an instant WhatsApp and Slack alert if a till looks out of line.
Automated SASSIE Shop Assignment Reminders
Two days before a shopper's assigned shop is due, WebRun drafts a friendly SMS reminder in Twilio and posts a summary to Slack for your team to review and send, so fewer shops slip past their deadline forgotten.
Automated BCC Software NCOA Expiry Flags
Every Monday, WebRun checks each client mailing list's last NCOA run date in BCC Software, flags any list approaching the maximum age allowed before its next mailing, posts your team a Slack summary, and pings the compliance lead on Telegram for anything expiring within 48 hours.
Automated LoanPro Late Fee Flags
Every night, WebRun opens LoanPro to find payments that missed the grace period, calculates the fee each loan's terms allow, and logs it to a Google Sheet for a servicing agent to confirm before it is assessed in LoanPro or posted in QuickBooks.
Automated Credit Repair Cloud Round Reminders
Every morning, WebRun checks Credit Repair Cloud for clients whose 30 day response window has closed, logs each one's round status in Google Sheets, and sends your team a Telegram digest of who is ready for the next round of disputes.
Automated RDN New Assignment Dispatch
The moment a new assignment lands in RDN, WebRun matches it to an available driver, texts them the debtor, vehicle, and collateral location, and logs the dispatch so nothing sits unassigned.
Automated PermitFlow Project Intake Checklist
The moment a new project lands in PermitFlow, WebRun builds an intake checklist in Google Sheets, drafts a kickoff email to the client listing what's needed, and notifies your team in Slack so the file starts moving on day one.
Automated PrismHR New Hire Onboarding
As soon as a new hire is added in PrismHR, WebRun prepares the new hire paperwork packet in DocuSign, leaves it ready for your onboarding team to send, and posts a Slack alert with the employee's start date and client so nothing is missed on day one.
Automated TazWorks Daily Order Intake Summary
Every morning, WebRun opens TazWorks, pulls every order placed in the last 24 hours, logs it to a sheet, and emails your ops manager a short intake summary broken down by client and package type.
Automated Amtelco New Client Onboarding
When a new client account is created, WebRun sets up the standard onboarding checklist in Amtelco, schedules the kickoff call in Google Calendar, drafts a welcome email in Gmail, and tells the onboarding team in Slack.
Automated ATM Location Commission Statements
On the 1st of each month, WebRun opens Switch Commerce, calculates last month's surcharge revenue and commission owed to each location owner, builds the statement in Google Sheets, and drafts the email to send, leaving it unsent for your review.
Automated accesso Refund Request Follow-Ups
WebRun checks accesso each morning for pending refund requests, drafts a reply and a credit memo in QuickBooks for each one, and posts guest services and finance a Slack list to review. WebRun never issues a refund itself.
Automated Occupier Percentage Rent Reports
Every month, WebRun compiles each location's gross sales from Google Sheets, calculates percentage rent due against the lease breakpoint in Occupier, drafts the landlord report in Gmail, and posts your team a Slack summary.
Automated Conservice Move Out Bill Proration
When a resident moves out, WebRun pulls their move out date and final submeter read from Conservice, prorates the utility charge to the days occupied, drafts the final bill email in Gmail, and leaves it unsent for your property manager to review before it goes to the former resident.
Automated Merlin Maintenance Fee Reminders
Every Monday, WebRun opens Merlin Software, finds owner accounts with a past due maintenance fee balance, drafts a polite reminder email for each, and gives you a Google Sheets list of who still owes.
Automatic O-Valet Retrieval Wait Alerts
WebRun times every vehicle retrieval from the moment a driver is dispatched in O-Valet, and if one runs past your wait limit, it texts the assigned driver a nudge and alerts the shift lead in Slack when it is still not resolved.
Automated Pruvan Inspection Result Digest
Every morning, WebRun reads yesterday's completed inspections in Pruvan, sorts them into pass, fail, and needs-follow-up, and sends you a Slack digest of the whole batch.
Automated Envoy Host Follow Up Reminders
WebRun checks Envoy each hour for hosts who have not acknowledged a waiting visitor, sends a Microsoft Teams nudge, and emails their manager if the visitor is still unacknowledged after 20 minutes.
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