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 Tuition Payment Reminders
WebRun checks Blackbaud Tuition Management each week, finds the family accounts with a past-due balance, drafts a polite reminder for each, and posts your business office the list. You review and send the ones you want.
Automated Parent-Teacher Conference Booking
When a parent submits a conference request, WebRun reads it in Schoology, checks your free slots on Google Calendar, and drafts a reply offering two or three times. You pick one and send, and the booking is yours to confirm.
Automated Destiny Overdue Book Notices
WebRun checks your Follett Destiny overdue report each morning, lists the students with library books or textbooks past due, drafts a friendly notice to each guardian, and posts your librarian the list to review and send.
Automated IEP and 504 Deadline Reminders
WebRun checks Frontline Special Programs each morning, finds the IEP and 504 reviews, evaluations, and meetings coming due, adds them to a shared calendar, and posts your special-education team a Slack list of what is due this week.
Automated Course Evaluation Reminders
WebRun checks your Canvas course-evaluation response rates each night during the survey window, finds the sections lagging behind, and drafts a friendly reminder for each class, so you can send a nudge and lift completion before the survey closes.
Automated Canvas Missing-Work Notices
WebRun checks your Canvas gradebook each morning, finds students with missing submissions past their due date, drafts a short, warm note to each guardian, and posts you the list. You read and send the ones you want.
Automated Attendance Anomaly Alerts
WebRun pulls today's attendance from PowerSchool each morning, spots the students whose pattern looks off, like a spike in absences or a tardy streak, logs each case, and posts your office team a Slack list to follow up on.
Automated At-Risk Student Early Warning
WebRun pulls grades and missing work from PowerSchool and Google Classroom each week, finds students slipping on more than one signal, and posts your support team a Slack digest, so the right people can step in before a student falls behind.
Automated Per-Account Ticket Volume Digest
Every Monday, WebRun tallies last week's support tickets per account in HubSpot, logs the counts and trend in Google Sheets, and posts each CSM a Slack digest of their accounts by ticket volume so support pain becomes a CS signal.
Automated Catalyst Success Plan Milestone Digest
Every Monday, WebRun checks Catalyst for success-plan milestones that are overdue or due this week, ranks them by account value and days late, and posts each CSM a Slack digest so the goals you promised customers stay on track.
Automatic Executive Sponsor Change Alerts
Every morning, WebRun cross-checks your key sponsors in Gainsight against contact activity in HubSpot, spots the ones who look to have changed roles or gone dark, and alerts the owning CSM in Slack so a champion exit gets covered before renewal.
Automatic Seat Utilization Alerts
Every Monday, WebRun checks ChurnZero for accounts using only a fraction of their licensed seats, ranks them by wasted spend and renewal date, and posts the owning CSM a Slack list so low utilization gets fixed before it becomes a downgrade.
Automated Red Account Standup Digest
Every morning, WebRun pulls your red-health accounts from Vitally, notes what tipped each one and what changed overnight, and posts the team a single Slack standup digest so the daily huddle opens on the accounts that need it most.
Automated Gainsight QBR Scheduling
Every Monday, WebRun finds accounts due a QBR in Gainsight, builds a prep pack of health, adoption, and renewal facts in Google Sheets, and drafts a scheduling email to the sponsor in Gmail for the CSM to review and send.
Automated Totango Onboarding Escalations
Every morning, WebRun checks Totango for new accounts stuck on an onboarding step past its target, ranks them by days stalled and contract value, and escalates them to your team in Slack so a stalled launch gets unstuck before it sours.
Automated Custify NPS Detractor Save Plays
Every morning, WebRun finds fresh NPS detractors in Custify, reads each account's health and recent friction, drafts a personal save-play outreach in Gmail for the CSM to review, and alerts the owner in Slack so a bad score gets a human response within the day.
Automatic Expansion Opportunity Flags
Every Monday, WebRun scans Planhat for accounts showing expansion signals like high seat utilization and rising adoption, logs each opportunity with its trigger in Google Sheets, and posts the owning CSM a ranked upsell shortlist in Slack.
Automatic Auto-Renewal Advance Warnings
Every morning, WebRun finds contracts in Planhat whose auto-renewal notice deadline is approaching, checks each account's health, and warns the owning CSM in Slack so a customer is never surprised by a charge and the team never misses a notice window.
Automatic Customer Advocacy Candidate Flags
Every Monday, WebRun finds your healthiest, happiest accounts in Vitally, drafts a warm referral or review ask to each champion in Gmail for the CSM to review, and posts a Slack shortlist of advocacy candidates with why each one qualifies.
Automated ChurnZero Adoption Gap Nudges
Every Monday, WebRun finds accounts in ChurnZero that have never adopted a key feature, drafts a helpful enablement nudge to each in Gmail for the CSM to review, and posts the owner a Slack list so adoption gaps close before they become churn.
Automated Childcare Enrollment Digest
WebRun reviews your Procare waitlist and enrollment leads each week, finds the families waiting on a next step or sitting too long, and posts your team a Slack digest, so no prospective family slips through the cracks.
Automated Immunization Expiry Reminders
WebRun checks Procare each morning for children whose immunization records are expiring or already lapsed, logs each one, and drafts a friendly reminder to the family to send updated paperwork. Your director reviews and sends.
Automated Brightwheel Daily Report Recaps
WebRun pulls each child's day from Brightwheel every evening, the meals, naps, activities, and photos teachers logged, and drafts a friendly recap to each family. Your director gives them a quick read and sends.
Automated Tuition Autopay Failure Follow-Up
When tuition autopay runs in Lillio, WebRun checks for the charges that failed, logs each one, and drafts a gentle note to the family with how to update their payment. Your director reviews and sends, so collections stay friendly.
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