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 Late Order Customer Notices
WebRun checks your Fulcrum jobs each morning for orders that will ship late, drafts a heads-up email to each customer for your team to approve in Gmail, and posts the at-risk orders to Slack.
Automated Katana Production Status Digest
WebRun reads your Katana manufacturing orders each morning, captures each one's status and due date, logs them to a Google Sheet, and posts your team a Slack digest of what is blocked or running late.
Automated Odoo Inventory Valuation Snapshot
WebRun reads the Odoo inventory valuation each night, splits the value across raw materials, work in progress, and finished goods, snapshots it to Google Sheets, and sends you a Telegram summary.
Automated Fulcrum Scrap and Reject Report
WebRun pulls last week's scrap and non-conformance data from Fulcrum, works out the reject rate by part and work area, logs it to Google Sheets, and posts your quality team a Slack scorecard.
Automated Fishbowl to Shopify Stock Sync
WebRun reads finished-goods quantities from Fishbowl every hour, compares them against your Shopify listings, stages the stock updates for you to approve, and posts any mismatches to Slack.
Shopify›Automated Katana BOM Cost Change Alerts
WebRun checks your Katana product recipes each night, spots components whose average cost has moved, recalculates the affected build costs, logs the changes to Google Sheets, and alerts your team on Slack.
Automated Applied Epic Renewal Tracking
WebRun checks your Applied Epic renewals list each morning, pulls every policy whose X-date is inside your window, captures the carrier, premium, and producer, logs them to a sheet, and posts your team a ranked Slack list of which renewals to work today.
Automated AgencyZoom Quote Follow-Up
WebRun checks your AgencyZoom pipeline each morning for quotes that have sat without a reply, drafts a friendly follow-up email to each prospect in Gmail, leaves every message unsent for the producer to review, and posts a Slack list of quotes that need a nudge.
Automated HawkSoft Missing Application Info Chasing
WebRun reviews in-progress applications in HawkSoft each morning, finds the ones missing required fields or documents, drafts a friendly client note requesting exactly what is missing in Gmail, and posts your team a Slack list of applications held up by incomplete info.
Automated Jenesis Lapsed Policy Win-Back
WebRun reviews your Jenesis book each week for policies that lapsed or cancelled, drafts a warm win-back email to each former client in Gmail, leaves every message unsent for a producer to review, and posts your team a Slack list of accounts worth re-engaging.
Automated EZLynx Renewal Reminders
WebRun reads your EZLynx book each morning, finds policies expiring in the next 30 days, and drafts a friendly renewal reminder email to each insured in Gmail, leaving every message unsent for a producer to review and send.
Automated DocuSign Application Chasing
WebRun checks DocuSign each morning for application and ACORD envelopes still waiting on a signer, pulls who is holding each one up, drafts a friendly follow-up nudge in Gmail, and posts your team a Slack list of envelopes that need a push.
Automated AMS360 Cross-Sell Gap Flags
WebRun reviews your AMS360 accounts each week, spots clients who hold only one line of business, flags likely coverage gaps and cross-sell openings, logs each with a suggested line, and posts producers a Slack list of accounts worth a rounding conversation.
Automated Commission Statement Reconciliation
WebRun reads each carrier commission statement from your inbox, matches every line to the expected commission in NowCerts, logs matches and discrepancies to a Google Sheet, and posts your team a Slack summary of underpaid, missing, or unexpected commissions to chase.
Automated NowCerts COI Request Drafting
When a certificate-of-insurance request lands in your inbox, WebRun reads the details, finds the matching policy in NowCerts, drafts the certificate request on the right ACORD form, and posts your team the request to review and issue.
Automated HawkSoft Claims Status Digest
WebRun reviews your open claims in HawkSoft each morning, captures the status, carrier, and last activity for each, flags the ones with no movement, and posts your team a Slack digest of which claims need a follow-up today.
Automated AMS360 Carrier Download Reconciliation
WebRun reviews the overnight carrier downloads in AMS360 each morning, checks each policy transaction against the agency record, flags the ones that did not match or need a suspense worked, and posts your team a Slack list of download exceptions to clear.
Automated Applied Epic Annual Review Outreach
WebRun reviews your Applied Epic book each morning for clients reaching their annual review month, drafts a warm check-in email inviting each to a coverage review in Gmail, leaves every message unsent, and posts producers a Slack list of reviews to schedule.
Automated Zen Planner Member Win-Back
WebRun checks Zen Planner each week for members who have not checked in for a while, drafts a warm win-back message to each in Gmail, and posts your team a Slack list of who has gone quiet so you can pull them back.
Automated Mindbody Membership Renewals
WebRun checks Mindbody each morning for memberships expiring soon, drafts a friendly renewal reminder to each member in Gmail, and posts your team a Slack list of who is up for renewal and by when.
Automated Class Attendance Reporting
WebRun reviews last week's attendance in Pike13, logs how full each class ran into a Google Sheet, and posts your team a Telegram digest of the classes and time slots that are consistently under-attended.
Automated Glofox Failed Payment Recovery
WebRun checks the Glofox Failed Payment report each morning, drafts a polite update-your-card message to each affected member in Gmail, and posts your team a Slack list of failed payments to recover.
Automated Mariana Tek Waitlist Fill
WebRun watches Mariana Tek for spots that open in nearly-full classes, drafts a heads-up to the next member in line in Gmail, and pings your team on Telegram so an empty spot gets claimed before class.
Automated Class Credit Expiry Reminders
WebRun checks WellnessLiving each morning for session passes with credits about to expire, drafts a friendly use-it reminder to each member in Gmail, and posts your team a Slack list of who has credits at risk.
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