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 Alegra Customer Statements
On the 1st of every month, WebRun opens Alegra, builds a statement of account for each customer with a balance, drafts the email and a WhatsApp heads-up for each, and leaves both unsent for your review.
Automated Tally Daily Sales Digest
Every evening, WebRun totals the day's sales vouchers in TallyPrime, ranks your top items and customers, and sends a digest by Gmail and Telegram.
Automated Qoyod Customer Statement Drafts
On the first of every month, WebRun opens Qoyod, builds each customer's account statement, drafts a WhatsApp message for you to review, and logs who still needs to be sent theirs in Google Sheets.
Automated Wafeq Cash Flow Forecast Alerts
Every Monday, WebRun projects your cash position from Wafeq's receivables and payables, logs the forecast to a sheet, and alerts your finance team on WhatsApp if it dips below your threshold.
Automated Khatabook Daily Ledger Summary
Every night, WebRun reviews the day's entries in Khatabook, totals up credit given, cash received, and expenses, and emails you a clear summary before you close up.
Automated Deskera Inventory Valuation Report
Every Monday, WebRun runs Deskera's stock valuation report, saves it to Google Drive, and posts a Slack summary of total inventory value and what shifted most since last week.
Automated iKhokha Chargeback Dispute Alerts
Every morning, WebRun checks iKhokha for any new chargeback dispute, logs the amount, reason, and response deadline in Google Sheets, and posts a Slack alert so you never miss the window to respond.
Automated Yoco Daily Takings Recap
Every night, WebRun opens Yoco, totals the day's card takings by payment type and till, logs the numbers to a running spreadsheet, and sends you a short WhatsApp recap before you close up.
Automated SASSIE Geo Verification Fraud Flags
WebRun checks each submitted shop in SASSIE for GPS coordinates that do not match the shop location or a visit duration that looks implausible, logs anything suspicious to a Google Sheet, and alerts your QA team in Slack to investigate before it reaches a client.
Automated BCC Software Job Pipeline Digest
Every morning, WebRun opens BCC Software, counts every active job by production stage, logs the breakdown to a running Google Sheet, and posts your team a Slack digest that flags any job at risk of missing its mail date.
Automated LoanPro Delinquency Escalation
Every morning, WebRun opens LoanPro, sorts every delinquent loan into its aging bucket, builds a worklist in Google Sheets, and posts each collector their assigned accounts in Slack so nothing sits untouched.
Automated Credit Repair Cloud Document Requests
Every morning, WebRun checks Credit Repair Cloud for clients with outstanding document requests, drafts a friendly text reminder in Twilio for each one, leaves it unsent for review, and posts your team a Slack list of who's still holding things up.
Automated RDN Condition Photo Follow-Ups
WebRun checks each day's recoveries in RDN for a complete condition report and texts the agent a reminder for any unit missing photos.
Automated PermitFlow Inspection Scheduling
Every morning, WebRun checks PermitFlow for permits ready for their next inspection, updates a Google Sheets scheduling tracker, and posts a Slack reminder of which inspections need to be booked this week.
Automated PrismHR Client Headcount Digest
Every morning, WebRun opens PrismHR, finds every worksite employee added, terminated, or changed status across your client base yesterday, logs the running headcount history to a Google Sheet, and posts your account managers a Slack digest of who changed and where.
Automated TazWorks Client SLA Reporting
Every Monday, WebRun compiles each client's completed orders in TazWorks against their contracted turnaround SLA, drafts a performance summary email for your account manager to review, and posts an internal Slack copy for the team.
Automated Amtelco Shift Coverage Gap Alerts
WebRun checks Amtelco a few minutes after every shift start to confirm the scheduled agent has logged into their queue, texts a backup through Telegram if not, and alerts the supervisor in Slack.
Automated ATM Cash Load Route Reminders
Every morning, WebRun checks Switch Commerce for terminals due for a cash load, matches them against your route schedule in Google Sheets, and sends each driver their stops and load amounts on Telegram before they leave the vault.
Automated accesso Dynamic Pricing Approvals
WebRun watches demand signals in accesso, proposes a dynamic pricing change when a ticket type is running hot or slow, logs the proposal in Airtable with its rationale, and pings your revenue manager in Slack to approve before anything goes live.
Automated Occupier Critical Date Alerts
Every morning, WebRun checks Occupier for critical lease dates coming up across your portfolio, adds a Google Calendar hold for each one, and posts your team a Slack digest of what needs attention this week.
Automated Conservice High Consumption Leak Alerts
Every morning, WebRun compares each occupied unit's latest submeter read in Conservice against its own trailing average, flags any unit running well above its normal consumption, and posts the list to Slack so maintenance can check for a leak before it shows up on next cycle's bill.
Merlin Automated Deed Transfer Status Alerts
Every Monday, WebRun opens Merlin Software, checks the status of every open deed transfer, and alerts your closing team in Telegram about any that have not moved in over a week.
Automated O-Valet Driver Tip Payout Drafts
Every night, WebRun tallies the digital tips each driver received in O-Valet, drafts a payout summary by driver, and posts it to Slack for your manager to review and approve. It never disburses funds on its own.
Automated Pruvan Chargeback Dispute Drafts
When a client charges back a work order, WebRun pulls the timestamped Pruvan photos and notes that support your case, files them to Google Drive, and drafts a dispute email for your review.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.