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 HOA Vendor COI Expiry Tracking
Every week, WebRun checks your vendor COI tracker in Google Sheets, flags certificates expiring within 30 days, and drafts a renewal request email to each vendor for the manager to send.
Automated HOA New Homeowner Welcome Emails
When a new owner is added to PayHOA, WebRun gathers their account details, drafts a welcome email with portal login instructions, and queues it for manager review before anything is sent.
Automated HOA Monthly Financial Summary Digest
On the first of each month, WebRun pulls key financial figures from PayHOA, compiles a concise summary of income, expenses, and reserve status, and posts it to the management Slack channel so the team starts the month informed.
Automated HOA Late Fee Waiver Request Review
When a homeowner submits a late-fee waiver request, WebRun pulls their payment history from PayHOA, summarizes the case, and adds it to the board waiver review list in Google Sheets so the board can decide at the next meeting.
Automated HOA Homeowner Request Triage and Routing
Every morning, WebRun reads new homeowner requests in TownSq, categorizes each by type, assigns it to the correct team queue in Google Sheets, and posts a triage summary to Slack so the manager starts the day knowing exactly what landed overnight.
Automated HOA Board Meeting Packet Assembly
Before each board meeting, WebRun pulls the financials from PayHOA, collects open violations, work orders, and ARC items from the tracker, and compiles the full packet outline into a Google Sheets summary for the manager to finalize.
Automated HOA Delinquency Notice Drafting
Every week, WebRun opens Vantaca, finds owners with overdue assessments, drafts a polite delinquency notice for each, and queues them for the manager to review and send.
Automated HOA Architectural Review Request Tracking
Every morning, WebRun checks TownSq for open architectural review requests, updates the status tracker, flags requests nearing their decision deadline, and drafts owner update emails for the manager to send.
Automated HOA Amenity Reservation Confirmations
Every morning, WebRun checks TownSq for new amenity reservation requests, logs them to the reservations tracker, and drafts a confirmation email for each so the manager can approve and send with one click.
Automated Golf Course Weekly Revenue Report
Every Monday, WebRun pulls last week's rounds played and revenue from ForeUP, and posts a clean digest to Slack so management has the numbers before the week begins.
Automated Golf Tee Time Waitlist Fill
When a tee time is cancelled, WebRun finds the next golfer on the waitlist, drafts an offer email for staff review, and posts the open slot to Slack so no tee time stays empty.
Automated Golf Tournament Registration Digest
Every morning, WebRun pulls the latest tournament registration counts from ForeUP and posts a tidy digest to Slack so your events team always knows where each event stands.
Automated Golf No-Show Follow-Up
When a golfer no-shows a tee time, WebRun drafts a courteous follow-up message for your review so you can re-engage them before they book elsewhere.
Automated Golf Pro Shop Reorder Alerts
Every morning, WebRun checks pro shop inventory in Lightspeed Golf, identifies items below reorder threshold, and drafts a purchase order for your buyer to review and send.
Automated Golf Club Member Statement Drafts
At the start of every month, WebRun pulls each member's charges from Club Caddie, compiles a statement, and queues it as a Gmail draft for staff review before sending.
Automated Golf Lesson Reminder Emails
The evening before each lesson, WebRun drafts a friendly reminder for the student and posts a daily lesson schedule to your pro in Slack.
Automated Golf Club Lapsed Member Win-Back
Every week, WebRun finds members who have recently let their membership lapse and drafts a personalized win-back offer for staff to review and send.
Automated Golf Course Post-Round Review Requests
The evening after a round, WebRun identifies golfers who played that day, drafts a personalized review request for each, and queues them for staff approval before sending.
Automated Golf Dues Payment Recovery
When a member's dues payment fails, WebRun drafts a courteous recovery email for staff review so you can resolve the issue before the membership lapses.
Automated Golf Club Event Lead Follow-Up
When a banquet or event inquiry comes in, WebRun drafts a personalized follow-up for your events team to review and send, so no lead sits unanswered overnight.
Automated Funeral Home Weekly Caseload Report
Every Monday, WebRun pulls the prior week's case and revenue data from CRakn, compiles a concise caseload and revenue digest, and posts it to Slack so ownership has the numbers before the week begins.
Automated Funeral Vendor Coordination Digest
WebRun pulls upcoming service details from Passare, compiles each vendor's assignment into one internal coordination digest, and posts it to Slack so your team can confirm coverage without a single phone call.
Automated Funeral Pre-Need Lead Follow-Up
When a pre-need inquiry arrives through FrontRunner Professional, WebRun drafts a warm, informative follow-up for your counselor to review and send, then tracks the lead in Google Sheets.
Automated Funeral Permit Deadline Tracker
WebRun monitors your Passare cases for death certificate and permit filing deadlines, flags anything due within 48 hours, and posts a daily alert to Slack so your team can act before a deadline is missed.
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