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 Case Break Inventory Reports
Every week, WebRun finds partial cases sitting in the warehouse in JanSanix, builds an aging report of broken case inventory, and drafts a clearance offer in Mailchimp for the customers most likely to buy it, held for marketing to review.
Automated Accolent ERP Lot Expiration Reports
Every week, WebRun scans lot and expiration data in Accolent ERP, flags stock expiring within 90 days, and posts your warehouse team a prioritized Google Sheet and Slack alert so slow moving lots get sold or rotated before they expire.
DMSi Agility Automated Warranty Registration Alerts
When an order ships that qualifies for an enhanced manufacturer warranty, WebRun checks DMSi Agility for the registration deadline, drafts the registration submission email in Gmail for the branch to send, and posts a Telegram alert to the warranty coordinator for anything still open.
Automated DDI Inform Cycle Count Variance Reports
Every night, WebRun pulls the day's completed cycle counts from DDI Inform, calculates the variance against system quantity, logs it to a tracking sheet, and flags the largest discrepancies in Slack.
Automated rfxcel Cold Chain Excursion Alerts
WebRun watches rfxcel for shipments flagged with a temperature excursion, pulls the excursion's duration and severity from Sensitech, and alerts your QA team in Slack so they can make a hold or release call fast.
Automated Franchise Territory Renewal Alerts
Every month, WebRun opens VIP, checks each brand's franchise or distribution agreement for its renewal or notice date, logs the calendar to Google Sheets, and drafts the renewal notice in DocuSign for legal to review before it goes to the supplier.
Automated Contractor Will Call Notifications
WebRun watches Savance Enterprise (Klipboard) for orders marked ready for will call, texts the contractor it's ready to pick up, and drafts a text for review on larger orders instead of sending it automatically.
Automated DistributionPlus Submittal Follow Ups
Every morning, WebRun checks CP Tech DistributionPlus for cut sheet submittals sent more than 5 business days ago with no approval on file, drafts a follow up email for each in Outlook for your estimator to review, and logs the open submittal list to Google Sheets.
Automated Eclipse Charge Account Reminders
WebRun finds contractor charge accounts past their payment terms in Epicor Eclipse, confirms the live balance in QuickBooks, drafts a statement reminder in Gmail for each, and posts your credit team a Slack chase list.
Streamtime Automated Domain Renewal Alerts
Every Monday, WebRun checks Streamtime for which client domains and hosting plans the studio manages, looks up their renewal dates in GoDaddy, and messages your team on Telegram with a chase list before anything lapses.
Sprout Social Automated Monthly Client Reports
On the first of each month, WebRun pulls the past month's growth, engagement, and top content from Sprout Social for every client, builds the numbers into a Google Sheet, and drafts a formatted report in Google Docs for the account manager to review and send.
Muck Rack Automated Embargo Lift Reminders
Every morning, WebRun checks your embargo calendar in Google Sheets against active Muck Rack pitches, flags any embargo lifting in the next 24 hours, and posts a Slack reminder so your team acts the moment it's clear.
Function Point Automated Client Invoice Reminders
Every Monday, WebRun checks Function Point and QuickBooks for client invoices past due, drafts a polite payment reminder for each in Gmail, and leaves every draft for your accounts team to review and send.
Syngency Automated Casting Submission Follow Ups
Every morning, WebRun checks Syngency for casting submissions with no client response after 3 business days, drafts a polite follow up email to the casting director in Gmail, and posts your booking team a Slack list of who is still waiting.
Studio Hero Automated Equipment Return Reminders
Every morning, WebRun checks Studio Hero's equipment log for gear due back or overdue, updates a Google Sheets checkout log, and sends a WhatsApp reminder to whoever has it.
Studio Ninja Automated Final Payment Alerts
Every morning, WebRun checks Studio Ninja for sessions with a final balance still due, confirms live payment status in Stripe, drafts the balance reminder inside Studio Ninja for your review, and posts the chase list to Slack.
Total Party Planner Automated Headcount Reminders
WebRun finds events needing a final headcount, drafts a confirmation text for each client, and leaves it queued for your review so kitchen prep and staffing never run on a guess.
Planning Pod Automated Event Invoice Reminders
WebRun checks invoice status in Planning Pod every Monday, drafts a polite payment reminder in Outlook for each overdue client, and posts your team a Slack list of who still owes a balance.
Aisle Planner Automated Contract Signature Chasing
WebRun checks Aisle Planner for contracts sent but not yet signed, confirms the live status in DocuSign, and drafts a friendly signature reminder to the client for your review before it goes out.
Automated Code of Ethics Attestation Reminders
Every Monday, WebRun checks ComplySci across your RIA clients for employees who haven't completed their code of ethics attestation, drafts a Gmail reminder naming who's still outstanding, and posts your team a Slack summary by client.
Automated Equipment Asset List Intake Checks
When a client uploads an equipment asset list, WebRun checks it for missing serial numbers, hours, and locations, flags gaps against Rouse Services data, and posts an intake checklist to Slack before the file moves to appraisal.
Automated Business License Expiration Alerts
WebRun finds client entities with a business license expiring soon in Athennian, creates a renewal task on your Trello board, and sends a compact Telegram alert to the responsible team member.
Automated Direct Deposit Rejection Alerts
Every morning, WebRun opens Payroll Relief to check for any direct deposit returned from the prior day's run, pings your processing team in Telegram with the employee and rejection reason, and drafts a Gmail email to the client asking for corrected bank details.
Automated CIM Clearance Tracking
WebRun cross-checks BizBuySell inquiries against signed NDAs in DocuSign and keeps a Google Sheets tracker of who is cleared for the CIM, who is still pending, and who has already received it.
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