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.
Send CSAT Surveys Automatically
When a ticket is closed, WebRun waits the right amount of time and then drafts a CSAT survey email for your review - keeping your satisfaction scores up to date without manual chasing.
Daily Support Queue Digest
Every morning, WebRun scans your open ticket queue and delivers a clear digest - open counts, oldest tickets, and today's priorities - so your team starts the day focused.
Escalate Angry & Urgent Tickets Instantly
WebRun reads every new ticket for distress signals and escalates the heated ones to a senior agent before the customer has to ask twice.
Triage & Tag Support Tickets Automatically
The moment a ticket lands, WebRun reads it, assigns the right category and priority tags, and routes it to the correct team queue - so your agents open an already-sorted inbox.
Draft Ticket Replies From Help Docs
When a support ticket arrives, WebRun finds the most relevant help article and drafts a personalised reply for your agent to review and send.
Run Your Month-End Close Checklist
At the end of every month, WebRun works through your close checklist - verifying reconciliations, flagging open items, and checking that every task is ticked - so your books close on time and nothing is missed.
Route Vendor Bills for Approval
When a new vendor bill arrives in Bill.com, WebRun checks it against your approved vendor list, extracts the key details, and routes it to the right approver via Slack - so nothing is paid without the right eyes on it.
Match Receipts to Card Charges
WebRun reads the receipts your team submits in Expensify, matches each one to the corresponding card charge in Ramp or your bank feed, and flags any charge that is still missing a receipt.
Reconcile Your Bank Feed Weekly
WebRun matches every bank transaction to a Xero entry, flags the ones that don't match, and gives you a clean reconciliation report - so your books are never weeks behind.
Categorise Bank Transactions Automatically
WebRun reviews every uncategorised transaction in Xero, suggests the right account code based on vendor and description, and presents them for your one-click approval - no more end-of-month categorisation backlogs.
Weekly Aged-Receivables Summary
WebRun pulls your full aged-receivables report, groups balances by how long they have been outstanding, and delivers a prioritised collection list so you know exactly where to focus.
Prepare Your Monthly Investor Update
WebRun gathers your key business metrics from Xero and your spreadsheet, drafts a polished investor update email, and leaves it ready for you to personalise and send.
Tally Your Monthly Sales-Tax Liability
WebRun tallies the sales tax you have collected across all channels, groups it by jurisdiction, and gives you a filing-ready summary - so you never scramble at quarter-end.
Budget Variance Alerts, Automated
WebRun compares your actual spend in QuickBooks to your monthly budget, and alerts you the moment any category runs meaningfully over or under - so surprises hit your Slack, not your year-end.
Weekly P&L Snapshot, Automated
Every week WebRun pulls your income and expense totals from Xero, compares them to last week and the same period last year, and delivers a plain-English P&L summary before your Monday morning starts.
Recover Failed Stripe Payments Automatically
WebRun spots every failed Stripe payment, drafts a recovery email for each customer, and shows you who needs a follow-up call - so you recover revenue without chasing manually.
Run a Payroll Pre-Check Before Pay Day
Before payroll is processed, WebRun verifies headcount, hours, and deductions in Gusto and flags any discrepancy for you to fix - so no one is overpaid, underpaid, or missed.
Flag Duplicate & Unusual Expenses
WebRun scans your expense feed for duplicate charges and out-of-pattern spending, then surfaces the suspicious ones for your review before they hit the books.
Daily Cash Position Report
Every morning WebRun checks your bank feed and accounts in Xero, calculates today's cash position, and posts a plain-English summary before you start your day.
Chase Overdue Invoices Automatically
WebRun finds every past-due invoice, drafts a polite reminder for each customer, and gives you a clear picture of who still owes you money.
Build Your Influencer Outreach Shortlist
WebRun searches Instagram and TikTok for creators whose audience matches your target customer, evaluates their engagement rates, and delivers a shortlist of the best candidates for you to reach out to.
Instagram›
A/B Test Email Subject Lines Automatically
WebRun sets up a Mailchimp A/B subject-line test for your next campaign, monitors the results, and sends you a digest declaring the winner so you can send to your full list with confidence.
Draft Replies to Social Media DMs
WebRun reads new DMs on Instagram and LinkedIn, drafts a personalised reply to each one, and sends you the drafts for approval - so no message goes unanswered and nothing goes out without your sign-off.
Instagram›
Watch Your Competitors' Content
WebRun checks your top competitors' social profiles every day and sends you a digest of their freshest content so you always know what they are pushing and can respond with your own strategy.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.