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 AXIS Experience Study Summaries
After each experience study run, WebRun pulls the actual-to-expected results from AXIS by product and assumption, drafts a plain-English summary in Gmail, and leaves it unsent for the assumptions committee to review.
Automated Applied Epic Claims Status Updates
Every Monday, WebRun opens Applied Epic, reads the status, adjuster, and last activity on each client's open claims, drafts a status update in Outlook for review, and logs what was sent to a Google Sheet.
Automated RIA Client Review Meeting Reminders
Every morning, WebRun checks Redtail Technology and Google Calendar for review meetings coming up in the next few days, then drafts a friendly reminder email in Gmail for you to send.
Automated Prenda Guide Payroll Reconciliation
Before each payroll run, WebRun compares every guide's enrollment and tuition totals in Prenda against what is queued in Gusto, and flags any mismatch for admin to fix before pay goes out.
Automated iClassPro Tryout Signup Confirmations
Every Monday, WebRun pulls the week's competition team tryout signups from iClassPro, drafts a confirmation campaign in Mailchimp with tryout details, and posts the roster to Slack so coaches know who to expect.
Automated CourseStorm Low Enrollment Alerts
Every morning, WebRun checks CourseStorm for classes starting soon that haven't hit minimum enrollment, logs them in Google Sheets with the enrollment gap, and posts a Slack alert so your coordinator can decide whether to promote, combine, or cancel the class.
Automated Kiln Firing Schedule Reminders
Every evening, WebRun checks Punchpass for tomorrow's classes and the studio's firing log in Google Sheets, flags pieces due for a bisque or glaze firing, and reminds instructors in Slack before the kiln gets loaded.
Automated GOLD Family Observation Requests
Each month, WebRun checks Teaching Strategies GOLD for children missing family input, drafts a request with a Google Forms link in Gmail for the office to send, and tracks who responds.
Automated CoreCampus Financial Aid Reminders
Every Monday, WebRun checks CoreCampus for students with outstanding financial aid documents, drafts a reminder email for each one, and posts a missing-document count to Telegram for the financial aid office.
Automated Bookeo Corporate Inquiry Follow-Ups
When a corporate group submits a team-building inquiry through Bookeo, WebRun logs the lead in Google Sheets, drafts a personalized follow-up quote email, and leaves it ready for your events team to send.
Automated Sawyer Equipment Checkout Logs
Every night, WebRun matches Google Form equipment checkout submissions against Sawyer's class schedule, logs who has each 3D printer, laptop cart, or tool kit, and posts a Slack alert for anything overdue for return.
Automated Method Learning Test Date Reminders
Before every practice test date, WebRun checks Method Learning for each student's enrolled track, pulls the test date roster from Google Sheets, and drafts a text reminder in Twilio for your team to send.
Automated Teachworks Level Progression Tracking
Every Monday, WebRun reads each student's latest assessment scores in Teachworks, logs level changes to a Google Sheets tracker, and tells the academic team in Slack who is ready to progress.
Automated GoPrep Failed Payment Recovery
Every morning, WebRun flags GoPrep subscriptions with a declined payment, checks the invoice status in QuickBooks, drafts a payment update text in Twilio, and posts your billing team a Slack recovery worklist.
Automated Trym Inventory Aging Reports
Every Monday, WebRun reviews packaged flower, trim, and biomass inventory in Trym, calculates how many days each lot has sat since harvest, flags anything past your freshness threshold, and posts a Slack summary so aging stock gets sold or reworked before it loses value.
Automated iUNU Grow Room Task Digests
Every morning, WebRun checks iUNU for each grow room's current crop stage, builds the day's care tasks such as pruning, trellising, and scouting, adds them to a Monday.com board, and posts the digest to Slack.
Automated Orchard Frost Risk Alerts
Every night during bloom, WebRun checks the overnight low forecast on AccuWeather against each block's bud stage in Croptracker, and messages your crew lead on WhatsApp the moment a block is at frost risk.
Automated PoultryPlan Feed Mill Reorder Alerts
Every morning, WebRun checks feed bin levels against expected consumption in PoultryPlan, posts a reorder recommendation to Slack for your approval, and logs the confirmed order into QuickBooks against the right house.
Automated DairyComp Dry-Off Reminders
Every Monday, WebRun checks DairyComp 305 for cows approaching their target dry-off date, 60 days before calving, adds each date to Google Calendar, and sends your herdsman a Telegram list so no cow gets milked past her window.
Automated Holiday Order Cutoff Reminders
During your holiday ordering window, WebRun opens BakeSmart each morning, finds wholesale accounts that have not placed their holiday order yet, drafts a cutoff reminder email for each, and texts the accounts closest to missing the deadline.
Automated Cropster Green Coffee Inventory Alerts
Every morning, WebRun checks each green coffee lot in Cropster against its reorder point, confirms the committed inventory value in QuickBooks, and posts a Slack alert for any origin that will run out before the next shipment lands.
Automated Mar-Kov Distributor Shipment Confirmations
WebRun finds orders Mar-Kov marks as shipped, drafts a shipment confirmation email with lot numbers and quantities for each distributor, and leaves it in Gmail for your logistics team to review and send.
Automated Ekos Ingredient Reorder Alerts
Every morning, WebRun checks raw material inventory in Ekos against your reorder points, cross checks QuickBooks for any purchase order already outstanding, and posts a Slack alert listing exactly what to reorder and from whom.
Automated InnoVint Distributor Order Follow Ups
Every Wednesday, WebRun checks which distributor orders shipped in InnoVint against unpaid invoices in QuickBooks, and drafts a friendly follow up email per distributor in Gmail for your sales team to review before it sends.
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