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.
Ask Diners for a Google Review
After each service, WebRun identifies guests who paid and left without complaint, and drafts a warm review-request message for your approval before it goes out.
Sync Your Menu Across Delivery Apps
WebRun checks that your menu and opening hours match across Google, DoorDash, and Uber Eats - and flags any discrepancy before a customer orders something you can't serve.
Daily Covers & Sales Report
Every morning, WebRun pulls last night's covers, revenue, and average spend from your POS and delivers a clean summary before you start the day.
Fill Restaurant Cancellations From Waitlist
The moment a reservation is cancelled, WebRun finds the next waitlisted guest, drafts an offer SMS, and alerts you so the table is filled before anyone notices.
Confirm Reservations & Cut No-Shows
WebRun checks tomorrow's reservations, sends each guest a confirmation SMS, and flags anyone who hasn't responded so you can act before the shift.
Add Matter Key Dates to Your Calendar
When a new matter is opened or a court date is confirmed in Clio, WebRun reads the key dates, creates calendar events in Google Calendar for the whole team, and sends a booking confirmation to Slack.
Follow Up on Unfinished Intake Forms
WebRun checks your intake system every morning for partially completed forms, and drafts a friendly follow-up email to each prospect for your team to review and send - so warm leads don't go cold.
Monitor Court Dockets for New Filings
WebRun checks PACER every morning for new docket entries across your active litigation matters, and delivers a filing digest to the responsible attorney before the business day begins.
Alert on Low Client Retainer Balances
WebRun monitors client retainer balances in Clio every morning, flags any account that is running low, and drafts a retainer-replenishment email for attorney review before the balance runs out.
Weekly Matter-Status Digest for Partners
Every Friday, WebRun compiles a concise status digest across all active matters - billing, milestones, and any flags - and delivers it to the managing partner so they start the week with a clear picture.
Draft Weekly Client Status Updates
Every week, WebRun pulls the latest activity from each active matter in Clio and drafts a status-update email for each client - ready for the attorney to review, personalise, and send.
Organise Case Documents by Matter
WebRun watches your Google Drive inbox folder for new case documents, identifies which matter they belong to, and moves them into the correct matter subfolder - keeping your file structure clean without manual sorting.
Follow Up on Outstanding Client Docs
WebRun checks your matter checklist every morning, spots documents that clients were supposed to send but haven't, and drafts a polite follow-up email for each one for your review.
Draft Engagement Letters for New Matters
When a new matter is opened in Clio, WebRun pulls the matter details and drafts a tailored engagement letter for the responsible attorney to review, personalise, and send via DocuSign.
Draft Overdue Invoice Reminders
Every Monday, WebRun finds overdue client invoices in QuickBooks, drafts a polite payment-reminder email for each one, and queues them for your review before anything goes to a client.
Nudge Attorneys to Log Billable Hours
Every Monday, WebRun checks Clio for attorneys with unlogged or low billable-hour entries from the previous week, and sends each one a personalised reminder so time doesn't fall off the books.
Track Court Deadlines & Matter Dates
Every morning, WebRun scans your Clio matters for upcoming court deadlines, filing dates, and key milestones, and posts a prioritised agenda to Slack so nothing is missed.
Chase Unsigned Contracts Automatically
WebRun monitors DocuSign every morning, spots envelopes that have been sitting unsigned for too long, and drafts a polite nudge email to the outstanding signer for your review.
Run Conflict Checks on New Matters
WebRun searches Clio and your client list for any name overlap whenever a new matter is being opened, and reports potential conflicts to the responsible attorney before the engagement starts.
Route New Client Intake to Attorneys
When a prospect submits your intake form, WebRun reads the matter type, finds the right attorney or practice group, creates a matter in Clio, and notifies the team - so no lead falls through the cracks.
Monthly Patient-Volume Report
On the first of every month, WebRun compiles appointment counts, no-show rates, and new-patient numbers into a clean report and emails it to the practice manager.
Practice management›
Google Sheets›
Gmail
Send Post-Visit Care Instructions
After each completed appointment, WebRun drafts personalised care-instruction messages for staff to approve and send - keeping patients informed without clinical claims.
Practice management›Gmail›
Slack
Clinic Supply Restock Alerts
WebRun checks your supply inventory each morning and sends the office manager an alert when any item falls below its reorder threshold.
Follow Up on Patient Referrals
Every week, WebRun finds referrals that haven't been acknowledged by the receiving practice and drafts a chaser email for staff to send.
Practice management›Gmail›Google Sheets
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