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 Funeral Outstanding Balance Follow-Up
WebRun finds outstanding balances in CRakn, drafts a sensitive payment reminder for each family, and queues every message for director review before anything is sent.
Automated Funeral Obituary Publishing Checklist
When a new case is opened in Passare, WebRun builds a checklist of every obituary submission step, drafts the obituary copy for review, and tracks completion across your website and local papers.
Automated Funeral Insurance Claim Tracker
WebRun monitors your CRakn cases for insurance assignments and claim submissions, flags any that are overdue or awaiting action, and posts a weekly status digest to Slack for your team.
Automated Funeral At-Need Case Intake Routing
When a new at-need inquiry arrives through FrontRunner Professional, WebRun gathers the key intake details, opens a case record in Passare, and immediately routes an alert to the on-call director.
Automated Funeral Service Detail Confirmation
WebRun reviews the arrangement details in Passare, drafts a clear service confirmation for the family, and flags any gaps for the director to resolve before anything is sent.
Automated Funeral Anniversary Remembrance Outreach
WebRun monitors your Passare case history, drafts a compassionate first-anniversary remembrance message for each eligible family, and queues it for director review well before the date arrives.
Automated Funeral Home Aftercare Follow-Up
WebRun monitors your Passare cases for services that have concluded, then drafts compassionate aftercare check-in messages for your review before anything reaches the family.
Automated Funeral Acknowledgment Card Drafts
WebRun reads the service details and contributor list from Passare, drafts personalized sympathy acknowledgment card messages for the family's review, and queues them for approval before any are printed or sent.
Automated Florist Wedding Proposal Follow-Up
WebRun checks Details Flowers for proposals that have gone quiet, drafts a warm follow-up for each couple, and queues them for your review before anything is sent.
Automated Florist Sympathy Order Routing
When a sympathy or funeral order comes in through Floranext, WebRun reads the service date and delivery details, flags it as a priority order, assigns it to a designer queue, and posts an internal alert to Slack so nothing is missed.
Automated Florist Stem Reorder Purchase Order
WebRun reviews your upcoming event recipes in Details Flowers, checks current stock levels, calculates what needs reordering from your Komet Sales wholesaler, and drafts a purchase order for your approval.
Automated Florist Weekly Shrink and Waste Report
Every week, WebRun totals the stems written off in Komet Sales and your inventory records, calculates the shrink cost by variety, and posts a clear waste report to Slack so you can buy smarter and reduce write-offs.
Automated Florist Recurring Corporate Account Orders
WebRun checks Floranext for corporate house accounts with recurring weekly or monthly orders due soon, drafts the order and an accompanying email for each account, and queues both for your approval before anything is placed or sent.
Automated Florist Recipe Cost and Margin Alerts
WebRun scans your Details Flowers recipes each week, flags any arrangement whose stem costs have pushed the margin below your target, and posts a clear alert to Slack so you can reprice before the next event.
Automated Florist Post-Event Review Requests
After each event is marked complete in Details Flowers, WebRun drafts a personalised review request for the client and queues it for your approval, so you never miss the window to collect a glowing testimonial.
Automated Florist Holiday Preorder Capacity Tracker
WebRun counts preorders in Floranext against your set capacity for each holiday period, tracks how full each product category is, and posts a running capacity report to Slack so you know exactly when to stop taking orders.
Automated Florist Final Payment Reminders
WebRun finds upcoming events in Details Flowers where the final balance is still outstanding, drafts a polite payment reminder for each client, and queues them for your review before anything is sent.
Automated Florist Event Order Confirmation Emails
WebRun checks Details Flowers for upcoming events, drafts a personalised order confirmation email for each client summarising their flowers, delivery details, and total, and queues every email for your review before sending.
Automated Florist Design Mockup Approval Follow-Up
WebRun checks Details Flowers for events where a design mockup has been sent but not yet approved, drafts a polite follow-up for each client, and queues every message for your review before it is sent.
Automated Florist Delivery Route Sheet
Each morning, WebRun pulls the day's orders from Floranext, groups them into optimised delivery routes, and posts a run sheet to Slack so your drivers leave on time with no missed stops.
Automated Farm Spray Window Weather Alerts
WebRun checks the local weather forecast against your spray criteria each morning and sends a Telegram alert when a viable application window opens in the next 24 to 48 hours.
Automated Farm Input Invoice Reconciliation
WebRun matches incoming vendor invoices from Gmail against input delivery records in Conservis each week, flags discrepancies, and posts a reconciliation summary to Google Sheets for your review.
Automated Farm Labor Hours Payroll Prep
Every week, WebRun reads labor hours logged in Agrivi, compiles a worker-by-worker hours summary in Google Sheets, and posts a payroll prep digest to Slack for your payroll processor to review.
Automated Farm Input Reorder Alerts
WebRun checks your seed, chemical, and fertilizer inventory in Conservis each morning, flags items falling below reorder thresholds, and drafts a purchase order for your review.
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