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 DoorLoop Lease Renewal Offers
WebRun checks DoorLoop for leases ending soon, drafts a renewal offer email to each tenant in Gmail with the new term and rent for your review, and posts you a Slack list of who to renew and by when.
DoorLoopGmailSlack
Automated Harvest Invoice Drafting From Time
Every week, WebRun reviews uninvoiced billable time in Harvest, drafts an invoice per client from those hours, leaves each unsent for your approval, logs the totals, and posts you a Slack summary of what is ready to bill.
HarvestGoogle SheetsSlack
Automated Rippling Document Expiry Reminders
Each morning, WebRun checks Rippling for employee documents and certifications nearing expiry, drafts a friendly reminder email to each person in Gmail for review, and posts HR a Slack digest of what is lapsing and when.
RipplingGmailSlack
Automated Planhat Renewal Reminders
Every morning, WebRun checks Planhat for renewals coming due, reads each account's health and usage, drafts an outreach email to the customer in Gmail for your review, and posts the CSM a Slack list of renewals to work.
PlanhatGmailSlack
Automated Cin7 Cycle Count Variance Alerts
After each cycle count, WebRun reviews your Cin7 stocktake results, flags SKUs where the counted quantity does not match the system, logs the variances, and posts your team a Slack alert ranked by value at risk.
Cin7Google SheetsSlack
Automated Sessionize Speaker Confirmations
WebRun checks Sessionize for accepted speakers who have not confirmed yet, drafts a friendly reminder email to each in Gmail for you to review, and posts your team a Slack list of who is still outstanding.
SessionizeGmailSlack
Automated Instrumentl Grant Deadline Reminders
Every morning, WebRun checks your Instrumentl grant tracker, finds application and report deadlines coming up, adds a reminder to your team calendar, and posts a Slack list of what is due and when.
InstrumentlGoogle CalendarSlack
Automated Autodesk Build Submittal Tracking
WebRun checks your Autodesk Build submittals each morning, finds the ones overdue or waiting on a reviewer, logs the ball-in-court and due date for each, and posts your team a Slack list of what is holding up the log.
Autodesk BuildGoogle SheetsSlack
Automated Fieldwire Punch List Tracking
WebRun checks your Fieldwire punch list each morning, finds tasks open past their due date or sitting unassigned, logs them, and posts your team a Slack list of what is aging and who owns it.
FieldwireGoogle SheetsSlack
Automated Raken Daily Report Digest
Every evening, WebRun reads the day's Raken field reports, pulls crew hours, progress, and delays into one sheet, and posts your team a short Slack digest of what happened on site.
RakenGoogle SheetsSlack
Automated Buildertrend Change Order Follow-Up
WebRun finds Buildertrend change orders still awaiting client approval, drafts a polite follow-up for each homeowner, and posts your team a chase list of unsigned work.
BuildertrendGmailSlack
Automated Loop Returns Reporting
Every Monday, WebRun reads last week's returns in Loop Returns, tallies the top reasons by product and SKU, updates a trend sheet in Google Sheets, and posts your team the worst offenders in Slack.
Loop ReturnsGoogle SheetsSlack
Automated Amplitude Usage Decline Alerts
Every Monday, WebRun reviews product usage in Amplitude, finds accounts whose active usage is dropping, checks the owner and renewal date in HubSpot, and posts your CSMs a ranked at-risk list in Slack.
AmplitudeHubSpotSlack
Automated Procore RFI Tracking
Every morning, WebRun reads your Procore RFI log, finds the ones that are open and past their due date, logs them to a shared Google Sheet, and posts the project team a prioritized chase list in Slack.
ProcoreGoogle SheetsSlack
Send Volunteer Shift Reminders
WebRun checks your volunteer schedule each morning, identifies shifts happening in the next 48 hours, and drafts a reminder email for each volunteer - so you stop chasing people manually and your shifts stay covered.
Google SheetsGmailSlack
Win Back Lapsed Donors Automatically
WebRun identifies donors who gave last year but haven't given again, drafts a personalised re-engagement email for each one, and holds the messages for your review - so your lapsed-donor list becomes a warm outreach campaign, not a forgotten spreadsheet.
DonorboxMailchimpSlack
Generate Monthly Donation Reports
On the first of every month, WebRun pulls all donations from Donorbox, compiles a complete report in Google Sheets, and posts a summary to Slack - giving your leadership team a clear picture of fundraising health with no manual data export.
DonorboxGoogle SheetsSlack
Thank New Donors Automatically
WebRun watches for new donations on Donorbox, drafts a warm, personalised thank-you email for each donor, and holds it for your approval - so every supporter feels seen without you manually writing every message.
DonorboxGmailSlack
Daily Ticket-Sales Digest
Every morning, WebRun pulls the previous day's ticket sales from all your Eventbrite events and sends your team a clean digest in Slack - so everyone knows how each event is tracking without logging into Eventbrite.
EventbriteGoogle SheetsSlack
Collect Post-Event Feedback
After each event, WebRun drafts a personalised feedback request for every attendee who checked in and queues them in Mailchimp for your approval - so you gather the insights you need without manually emailing anyone.
EventbriteMailchimpGoogle Sheets
Follow Up With Event No-Shows
After each event, WebRun compares your Eventbrite registrant list against actual check-ins, drafts a warm follow-up email for everyone who missed it, and holds the messages for your approval - so you stay connected even with people who couldn't make it.
EventbriteGmailSlack
Send Event Reminders Automatically
WebRun checks your upcoming Eventbrite events, drafts reminder emails for registered attendees at the 7-day and 24-hour marks, and holds them for your approval - so attendees stay excited and no-show rates drop.
EventbriteMailchimpSlack
Track Event Registrations vs Capacity
WebRun monitors your Eventbrite events, compares live registration counts against venue capacity, and alerts you the moment an event is approaching full - so you can act before it sells out without you noticing.
EventbriteGoogle SheetsSlack
Send Students Zoom Session Reminders
WebRun checks your upcoming Zoom sessions each day, drafts reminder emails for enrolled students who have not yet confirmed attendance, and posts a live-session briefing to Slack - so your webinars and office hours stay full.
ZoomMailchimpSlack

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