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.
Syngency Automated Comp Card Renewal Reminders
Every Monday, WebRun checks Syngency for talent whose comp card or headshots are older than 12 months, drafts a friendly Gmail reminder suggesting a reshoot, and logs the renewal status for every talent in Google Sheets.
Studio Hero Automated Mix Revision Tracking
When a client asks for mix changes in Studio Hero, WebRun logs the request on a Google Sheets tracker and pings the assigned engineer in Slack, so nothing open falls out of sight.
Studio Ninja Automated Quote Follow-Up Reminders
Every morning, WebRun checks Studio Ninja for quotes sent to new inquiries with no reply after a few days, drafts a friendly follow-up in Gmail, and posts the stalled leads to Slack so nothing slips through.
Total Party Planner Automated Gratuity Payout Reports
WebRun totals the gratuity and service charge collected on each event, splits it across the staff who worked it, and posts a payout worksheet so payroll runs without hand-tallied math.
Automatic Post-Event Survey Dispatch Drafts
WebRun checks Planning Pod every night for events that wrapped up that day, pulls the attendee list, and drafts the post-event survey email in Outlook so it is ready to send the next morning while feedback is still fresh.
Aisle Planner Automated Deposit Receipt Drafts
WebRun watches Stripe for new deposit payments, confirms the booking in Aisle Planner, and drafts a personalized receipt and thank you email to the couple for your review before it sends.
Automated Comparable Sales Data Alerts
WebRun checks Rouse Services each day for new comparable sales matching your open engagements, logs any that would materially change a draft valuation in Airtable, and posts an alert to Slack.
Automated Document Forwarding Confirmation Tracking
WebRun checks Athennian for documents marked forwarded to a client without a receipt confirmation, verifies the scanned copy is filed in Dropbox, and pings your operations team in Telegram when a confirmation is still outstanding.
Automated New Hire Payroll Setup Checklist
The moment a client adds a new hire, WebRun opens the employee record in Payroll Relief, checks DocuSign for signed W4 and direct deposit forms, and drafts a Gmail email to the client's HR contact listing anything still missing before the first pay run.
Automated Due Diligence Deadline Tracking
WebRun tracks each deal's due diligence end date in Google Sheets against BizBuySell listing status, and adds a countdown reminder to your Google Calendar so no deadline sneaks up on you.
Automatic Forensic Engagement Letter Reminders
Each morning, WebRun opens DocuSign, finds engagement letters sent but still unsigned, cross-checks the case list in CaseWare IDEA to see which matters are queued for analysis, and drafts a signature reminder in Gmail for you to review before it goes out.
Automated AXIS Model Run Completion Alerts
WebRun watches your long-running AXIS batch jobs, reserve valuations, cash flow projections, or stochastic scenarios, and posts a Microsoft Teams alert the moment each run completes, with any validation exceptions called out.
Automated Applied Epic Renewal Marketing Summary
Every Monday, WebRun opens Applied Epic, reads the marketing activity on renewals coming up in the next 60 days, builds a carrier quote comparison in a sheet, and drafts a client-ready renewal summary in Outlook for your producer to review and send.
Automated Divorce Asset Division Comparisons
Whenever a new asset division scenario is saved in Family Law Software, WebRun turns the numbers into a clear side by side comparison in Google Sheets and posts the highlights to Slack for the attorney to review.
Automated RIA Compliance Mock Audit Reminders
Every Monday, WebRun checks client files in Redtail Technology against your mock audit checklist, logs every gap to Google Sheets, and posts a Slack alert to your compliance officer so records stay exam ready year round.
Automated Prenda New Family Inquiry Follow Ups
The moment a new family inquiry lands in Prenda, WebRun drafts a warm welcome reply in Gmail and holds a tentative tour time on your calendar, so no interested family waits days to hear back.
Automated iClassPro Makeup Class Scheduling
Every morning, WebRun checks iClassPro for students who missed a class and still have an open makeup window, drafts a makeup slot offer for each family in Gmail, and posts a Slack list to staff with the ones expiring soonest.
Automated CourseStorm Makeup Class Alerts
Every hour, WebRun checks CourseStorm for a cancelled class session, finds the enrolled roster, drafts a makeup-session notice in Gmail once a new date is set, and alerts your coordinator in Slack so the makeup gets communicated quickly.
Automated Punchpass Membership Renewal Reminders
Every morning, WebRun checks Punchpass for memberships expiring within a week, checks Stripe for their card on file, and drafts a renewal email in Klaviyo for your team to send.
Automatic Immunization Record Expiry Alerts
Every Monday, WebRun checks each enrolled child's roster status in Teaching Strategies GOLD against the immunization records on file in Google Drive, and drafts a reminder in Gmail for the office to send to any family with an expiring record.
Automated CoreCampus Gainful Employment Reports
WebRun pulls completion, cost, and placement data from CoreCampus, compiles it into the Gainful Employment disclosure worksheet in Google Sheets, and archives the packet in Google Drive for the compliance officer to review.
Automated Bookeo Gift Card Balance Reminders
Once a month, WebRun checks Bookeo for gift vouchers with an unused balance nearing expiry, logs them in Google Sheets, and drafts a friendly reminder campaign in Mailchimp for your team to review and send.
Automated Sawyer Lesson Plan Reminders
Every Monday, WebRun checks Sawyer for the week's class schedule, finds the correct lesson plan document in Google Drive for each class and skill level, and posts each instructor a Slack reminder with a direct link before their first class of the week.
Automated Method Learning Registration Drafts
When a family joins the practice test waitlist in Google Sheets, WebRun confirms the student's enrollment in Method Learning and drafts the registration and waiver form in DocuSign for your front desk to review before sending.
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