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 Brewery Ingredient Reorder Alerts
WebRun checks your raw-material stock in Ekos against par levels, drafts a purchase order for anything running low, and posts a summary to Slack for your team to approve.
Automated Brewery Finished Goods Low Stock Alerts
WebRun monitors finished-goods inventory in Ekos against your minimum stock levels, and posts a Slack alert whenever a packaged SKU drops below threshold so your team can prioritize packaging or production.
Automated Brewery TTB Excise Tax Report Prep
WebRun pulls production, removal, and tax-determination data from Ekos or Crafted ERP, compiles the figures needed for your TTB Brewer's Report of Operations, and posts a pre-filled summary to Slack for your accountant to review.
Automated Brewery Event Booking Follow-Up Emails
WebRun finds new taproom or event-space booking inquiries, drafts a personalized follow-up email with availability and pricing for each, and queues them in Gmail for your team to review and send.
Automated Brewery Distributor Order Confirmations
When a distributor order arrives, WebRun checks your Ekos inventory, drafts a confirmation email with availability and expected ship date, and queues it for your sales team to review before sending.
Automated Brewery Distribution Invoice Chaser
WebRun finds overdue distribution invoices in Ekos, drafts a polite payment-reminder email for each distributor, and posts a Slack summary for your finance team to review before any message goes out.
Automated Brewery Club Membership Renewal Emails
WebRun finds club members whose renewal is coming up, drafts a personalized renewal email for each, and queues them for your team to review before any message goes out.
Automated Brewery Batch Packaging Alerts
Every morning, WebRun checks Ekos for batches that have hit their target gravity and conditioning time, and posts a packaging-ready digest to Slack so your team knows what to pull today.
Automated BQE Core Staff Utilization Report
WebRun pulls billable hours data from BQE Core each Monday, calculates utilization rates by staff member, and posts a formatted report to Slack and a Google Sheets dashboard so principals can spot under-utilized and over-extended staff at a glance.
Automated BQE Core Timesheet Completion Reminders
WebRun checks BQE Core each Friday, finds staff with incomplete timesheets for the week, and drafts a friendly reminder for each person for your review before it is sent.
Automated Newforma Submittal Log Status Digest
WebRun checks your submittal log in Newforma each morning, captures each item's review status, and posts a weekly digest to Slack so the project team always knows where things stand.
Automated Newforma RFI Deadline Tracking
WebRun checks your open RFIs in Newforma each morning, flags any responses due within 48 hours, and posts a digest to Slack so the team stays ahead of every deadline.
Automated Monograph Proposal Follow-Up
WebRun checks your open proposals in Monograph each week, drafts a courteous follow-up email for proposals with no response after seven days, and posts a pipeline summary to Slack for your review before anything is sent.
Automated Deltek Project Insurance Expiry Tracking
WebRun checks your project insurance certificate expiry dates in a Google Sheets register each week, posts an internal Slack alert for anything expiring within 60 days, and drafts a request email for each expiring certificate for your review before sending.
Automated Monograph Phase Budget Burn Alerts
WebRun checks your project phase budgets in Monograph each morning, calculates burn rate against the fee remaining, and posts an internal Slack alert whenever a phase crosses your warning threshold.
Automated PE and AIA License Renewal Reminders
WebRun checks your staff license expiry dates in a Google Sheets register each week, posts an internal Slack alert for any license expiring within 90 days, and drafts a personal reminder email for each affected staff member for your review before sending.
Automated BQE Core AR Invoice Chaser
WebRun checks your accounts receivable aging in BQE Core each week, drafts a polite follow-up email for each overdue invoice, and posts a chase list to Slack for your review before anything is sent.
Automated Deltek Deliverable Deadline Digest
WebRun checks your project milestones in Deltek every Monday morning, finds deliverables due in the next two weeks, and posts a consolidated deadline digest to Slack so every project manager is aligned.
Automated Newforma Sub-Consultant Deliverable Chaser
WebRun checks your consultant coordination log in Newforma each week, identifies overdue sub-consultant deliverables, drafts a professional chase email for each, and posts a summary to Slack for your review before any email is sent.
Automated Deltek Change Order Sign-Off Chaser
WebRun checks your pending change orders and contract amendments in Deltek each week, drafts a professional sign-off reminder for each unsigned item, and posts a chase list to Slack for your approval before anything is sent.
Automated Dentrix Treatment Follow-Ups
WebRun opens Dentrix each morning, runs the Treatment Manager for accepted treatment that was never scheduled, drafts a warm follow-up to each patient, and leaves them in Gmail for the front desk to review before sending.
Automated RMD Deadline Reminders
WebRun opens Orion each morning, reads the RMD dashboard for clients with a required minimum distribution still outstanding this year, drafts a reminder to each one in Gmail for your review, and posts the team a Slack list of who is approaching the deadline.
Automated Karbon Tax Deadline Tracking
Each morning, WebRun opens Karbon, reads the tax-return work due soon by preparer, logs each return with its deadline and days remaining to a Google Sheet, and posts the team a Slack digest so no filing date sneaks up.
Automated Unsigned Notes Reminders
WebRun reads each clinician's To-Do list in TherapyNotes each morning, logs every unsigned or overdue progress note to a Google Sheet, and posts a private Slack nudge so therapists clear their own documentation before it piles up.
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