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.
Syngency Automated Client Feedback Follow Ups
Every morning, WebRun checks Syngency for bookings marked complete in the last 2 days with no feedback request sent yet, drafts a short feedback request email in Gmail to the client, and posts a Telegram note of who was asked and who is still pending.
Studio Hero Automated Mastering Deadline Tracking
Every morning, WebRun scans Studio Hero for mastering deadlines in the next 7 days, confirms them on Google Calendar, and posts a ranked digest to Telegram so nothing ships late.
Studio Ninja Automated Gallery Delivery Alerts
Every morning, WebRun checks Studio Ninja for sessions marked gallery ready, confirms the finished folder is uploaded and shared in Google Drive, and drafts a delivery email in Gmail for you to review before it sends.
Total Party Planner Automated Final Payment Reminders
WebRun finds events with a final balance still due, checks QuickBooks for the real payment status, and drafts a payment reminder for each client so nothing ships unpaid.
Planning Pod Automated Event Lead Response Drafts
When a new inquiry lands in Planning Pod, WebRun reads the event details, drafts a personalized first reply in Outlook, and pings your sales team in Slack so a hot lead never waits until tomorrow.
Aisle Planner Automated Timeline Distribution
WebRun checks Aisle Planner each morning for weddings entering their timeline distribution window, builds the day-of schedule, adds the key moments to your team calendar, and drafts the distribution email to vendors and the wedding party for your review.
Automated Form ADV Filing Deadline Reminders
Every Monday, WebRun checks ComplySci for material changes at each client that need disclosure, compares them against the firm's filed status on SEC IAPD, and posts your team a Slack countdown of who's still due.
Automated Auction Comparable Price Alerts
Every night, WebRun checks Rouse Services for new auction results in categories tied to open engagements, logs any result that swings the estimate by more than 10 percent in Google Sheets, and posts an alert to Telegram.
Automated Client Entity Renewal Summaries
WebRun compiles every client entity's upcoming renewal in Athennian onto a shared Google Sheet and drafts each account manager a weekly Outlook summary of what's due and what needs client attention.
Automated Payroll Garnishment Order Tracking
Every Monday, WebRun opens Payroll Relief to list every active wage garnishment, child support, or tax levy order across your clients, logs the order details into a master Google Sheet, and posts a Slack alert naming any remittance due in the next 7 days.
Automated Closing Date Countdown Tracking
WebRun checks DocuSign for closing document signature progress, cross-references BizBuySell for each deal's status, and keeps a Google Calendar countdown current so you always know exactly how many days remain until close.
Automatic Forensic Deposition Prep Checklist
Each morning, WebRun checks Google Calendar for depositions in the next seven days, pulls the exhibit-ready findings for that matter from CaseWare IDEA, and posts your case team a Slack checklist of exhibits, exceptions, and open questions before you walk in.
Automated AXIS Data Quality Exception Alerts
Before each model run, WebRun checks incoming policy, claims, and asset data against AXIS validation rules, logs every exception as an Asana task assigned to the data owner, and posts a Slack alert so bad data never quietly flows into a reserve or pricing run.
Automated Certificate of Insurance Requests
When a certificate of insurance request lands in Outlook, WebRun reads the holder and coverage details, drafts the certificate on the matching policy in Applied Epic, leaves it unissued, and logs it to a sheet for your team to review and issue.
Automated RIA Client Onboarding Checklist
The moment a new client signs their agreement, WebRun opens a checklist in Redtail Technology, schedules a kickoff call in Zoom, drafts a welcome email in Gmail, and posts a Slack update whenever a step falls behind.
Automated Prenda Enrollment Signature Reminders
Every morning, WebRun checks Prenda for accepted offers with no signed enrollment agreement, confirms the envelope is still unsigned in DocuSign, and drafts a friendly reminder for the guide to send.
Automated iClassPro Class Waitlist Alerts
When a cancellation opens a spot in iClassPro, WebRun finds the next waitlisted family for that class and level, drafts a text offer in Twilio, and pings staff on Telegram so the spot gets offered before it sits empty.
Automated CourseStorm Instructor Pay Reconciliation
Every Monday, WebRun pulls last week's completed classes and attendance from CourseStorm, compares the session count to what's recorded in Xero, and drafts a correction bill for any instructor whose pay doesn't match, leaving it for your bookkeeper to approve.
Automated Instructor Payout Reconciliation
Every Monday, WebRun checks Punchpass for classes taught last week, calculates what each instructor is owed, and logs the reconciled payout report to Google Sheets for the owner to approve.
Automatic Preschool Waitlist Follow-ups
Every Monday, WebRun checks each classroom's current roster in Teaching Strategies GOLD for open seats by age group, matches them against your Google Sheets waitlist, and drafts an offer email in Gmail for the director to send.
Automated CoreCampus Externship Confirmations
Every morning, WebRun checks CoreCampus for externship placements starting soon, drafts a confirmation email to each site's coordinator, and adds the confirmed start date to Google Calendar.
Automated Bookeo Class Completion Certificates
When a student finishes every session in a class series, WebRun checks attendance across Bookeo, generates a personalized certificate in Canva, and drafts the delivery email for your team to send.
Automated Sawyer Competition Roster Drafts
WebRun pulls each competitor's enrollment and skill level from Sawyer, builds a competition team roster in Google Sheets, and emails the coach a review-ready draft before anything is submitted to the organizer.
Automated Method Learning Parent Summaries
Once a month, WebRun pulls each student's score trend from Method Learning, adds the instructor's notes from Google Sheets, and drafts a parent friendly summary email in Gmail for your team to review before sending.
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