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.

All categories
All categories
Automated Dance Studio Overdue Tuition Reminders
Every Monday, WebRun finds families with overdue tuition in Jackrabbit Dance, drafts a polite reminder for each one, and posts your team a chase list in Slack to review before sending.
Jackrabbit DanceGmailSlack
Automated Dance Studio New Family Onboarding
When a new family registers in DanceStudio-Pro, WebRun drafts a personalised welcome email with class details, studio policies, and next steps, ready for your review.
DanceStudio-ProGmailSlack
Automated Dance Studio Monthly Enrollment Report
On the first of each month, WebRun pulls enrollment and billing data from Jackrabbit Dance, updates a Google Sheet report, and posts your team a Slack digest with the key numbers.
Jackrabbit DanceGoogle SheetsSlack
Automated Dance Studio Lapsed Student Winback
Each week, WebRun finds students who have not attended class in 30 or more days in Jackrabbit Dance and drafts a warm re-engagement message for each family to review.
Jackrabbit DanceGmailSlack
Automated Dance Instructor Substitute Coverage
When an instructor marks themselves unavailable in The Studio Director, WebRun identifies affected classes, drafts substitute outreach messages for your review, and alerts the team in Slack.
The Studio DirectorGmailSlack
Automated Dance Competition Registration and Travel Digest
Before each competition, WebRun checks registration status and travel details in The Studio Director and posts your team a consolidated digest to action.
The Studio DirectorGoogle SheetsSlack
Automated Dance Class Waitlist Fill
When a spot opens in a Jackrabbit Dance class, WebRun finds the next family on the waitlist and drafts their enrollment offer for your approval.
Jackrabbit DanceGmailSlack
Automated Dance Class Absence Alerts to Parents
After each class day, WebRun checks attendance in Jackrabbit Dance, drafts a kind absence notice for each parent, and queues it for your staff to review before sending.
Jackrabbit DanceGmailSlack
Automated Church Year-End Giving Statements
Each January, WebRun pulls the full year's contribution records from Tithe.ly, generates a statement draft for every donor, and queues them for staff review and approval before any statement is sent.
Tithe.lyGoogle SheetsGmail
Automated Church Giving and Attendance Report
Every Monday morning, WebRun pulls giving totals from Tithe.ly and attendance figures from Planning Center, compares them to prior weeks, and sends the leadership team a clean summary in Slack.
Tithe.lyPlanning CenterSlack
Automated Planning Center Volunteer Reminders
Before each service, WebRun checks Planning Center for upcoming volunteer shifts, drafts reminder messages for each volunteer, and posts a serving roster to the team leader in Slack.
Planning CenterGmailSlack
Automated Church Recurring Gift Recovery
When a recurring gift fails in Pushpay or Tithe.ly, WebRun drafts a sensitive, pastoral notice for the giving team to review and send, and logs the failure in a recovery tracker.
PushpayGmailGoogle Sheets
Automated Church Prayer Request Routing
When a prayer request is submitted through Planning Center, WebRun reads the request, determines the appropriate care team member or pastor, and routes it to them privately via Slack with the member's contact details.
Planning CenterSlackGoogle Sheets
Automated Church Capital Campaign Tracking
Every week during a capital campaign, WebRun pulls pledge and payment data from Pushpay, compares it to the campaign goal and timeline, and posts a progress report to leadership in Slack.
PushpayGoogle SheetsSlack
Automated Church New Member Assimilation Tracking
Each week, WebRun checks Breeze ChMS for new members and tracks their progress through your assimilation steps, posting a status digest to the care team in Slack and drafting a nudge for anyone who has stalled.
Breeze ChMSSlackGmail
Automated Church Lapsed Donor Re-Engagement
Each week, WebRun checks Tithe.ly for donors who gave regularly but stopped, drafts a warm, pastoral re-engagement message for the giving team to review, and logs each outreach in a tracker.
Tithe.lyGmailGoogle Sheets
Automated Church Visitor Follow-Up
When a new connect card is submitted, WebRun logs the visitor in Planning Center, drafts a warm welcome message for a pastor to review and send, and adds a follow-up task to the care team.
Planning CenterGmailSlack
Automated Planning Center Event Reminders
Before each event or class, WebRun finds registrants in Planning Center, drafts a personalized reminder for each attendee, and posts the RSVP summary to the event coordinator in Slack.
Planning CenterGmailSlack
Automated Church Children Check-In Security Digest
After each service, WebRun pulls children's check-in data from Planning Center, flags any security anomalies or missing pickups, and posts a concise digest to the children's ministry team in Slack.
Planning CenterSlackGoogle Sheets
Automated Church Birthday and Anniversary Outreach
Each morning, WebRun checks Breeze ChMS for members with a birthday or anniversary today, drafts a warm pastoral greeting for the care team to review and send, and logs the outreach in the member's profile.
Breeze ChMSGmailSlack
Automated Weekly Catering Bookings Report
Every Monday, WebRun pulls last week's bookings and revenue from your catering system, compiles the numbers into a clean summary, and posts it to your Slack.
Total Party PlannerGoogle SheetsSlack
Automated Catering Tasting Scheduling
When a client is ready for a tasting, WebRun checks your calendar for available slots, drafts an invitation with options, and queues it for your approval before sending.
CaterZenGoogle CalendarGmail
Automated Catering Staff Shift Confirmations
Before each event, WebRun checks which staff members are scheduled, drafts a shift confirmation message for each, and queues every message for your approval before sending.
Total Party PlannerGmailSlack
Automated Catering Rental Order Coordination
WebRun checks upcoming events for rental and equipment needs, drafts an order summary for your rental supplier, and queues it for your review before anything is confirmed.
CatereaseGmailGoogle Sheets

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