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.
Function Point Automated Client Feedback Requests
Every morning, WebRun checks Function Point for projects marked complete in the last day, drafts a short feedback request email for each client in Gmail, and leaves every draft for your account team to review and send.
Syngency Automated Booking Payment Reminders
Every Monday, WebRun checks Syngency and Xero for booking invoices past their due date, drafts a payment reminder in Xero for each client, and posts your accounts team a Slack list of who still owes.
Studio Hero Automated Engineer Assignment Alerts
When Studio Hero assigns an engineer to a session, WebRun confirms the time and room on Google Calendar and sends the engineer a WhatsApp alert with everything they need to prep.
Studio Ninja Automated Contract Signature Reminders
Every morning, WebRun checks Studio Ninja for contracts sent but not signed as the session date approaches, drafts a reminder in Gmail, and sends your team a Telegram alert for bookings still at risk.
Total Party Planner Automated Deposit Invoices
WebRun finds newly booked events that still need a deposit invoice, drafts it in QuickBooks with the right amount and due date, and leaves it for you to review before it goes out.
Planning Pod Automated Event Budget Reports
WebRun compares actual spend against the budget in Planning Pod every Monday, flags any event running over on a line item, and posts a variance report to Slack and a tracking sheet in Google Sheets.
Aisle Planner Automated Budget vs Actual Reports
WebRun compares the planned budget in Aisle Planner against actual spend recorded in QuickBooks Online for every active wedding and posts a clear over or under report to Slack.
Automated Client Exam Readiness Summaries
Every Monday, WebRun compiles each client's exam readiness status from ComplySci into Google Sheets and drafts a Gmail readiness memo to the client's compliance officer, left unsent for your review.
Automated Equipment Appraisal Report Reminders
WebRun checks Rouse Services for valuation reports marked complete, drafts the delivery email in Gmail for your review, and posts a Slack list of who still needs their report sent today.
Automated Beneficial Ownership Filing Reminders
WebRun finds client entities with a beneficial ownership information report due in Athennian, drafts the ownership data collection form in DocuSign, and drafts a client reminder email in Gmail for review.
Automated Client Payroll Register Summaries
After each client's payroll run finalizes in Payroll Relief, WebRun compiles the register into a plain summary, reconciles the totals against the client's QuickBooks bank feed, and drafts a Gmail summary for the client's bookkeeper to review before it goes out.
Automated BizBuySell Buyer Inquiry Replies
WebRun watches BizBuySell for new buyer inquiries, drafts a personalized first-touch reply in Gmail, and logs each lead in your Google Sheets pipeline so no inquiry goes cold.
Automatic Engagement Billing Reconciliation
Every Monday, WebRun pulls logged time from QuickBooks Online for each forensic accounting matter, checks progress against the planned analytic tests in CaseWare IDEA, and posts your team a Slack alert for any engagement burning budget faster than its analysis is progressing.
Automated Assumption Review Sign-Off Tracking
Every Monday during the annual assumption review, WebRun checks AXIS for which assumption sets have been updated, cross-checks each product line's sign-off in your Excel checklist, and posts a Microsoft Teams alert listing what is still outstanding.
Automated Applied Epic Submission Tracking
Every morning, WebRun opens Applied Epic, reads every open carrier submission from your new business and renewal marketing, and logs each one's status and days outstanding to a Google Sheet so nothing sits waiting on a carrier without your team knowing.
Automated RIA AUM Fee Billing Reconciliation
Each billing cycle, WebRun pulls account values from Charles Schwab Advisor Center, recalculates the fee Redtail Technology has on file for each household, and flags every mismatch in Google Sheets before invoices post.
Automated Prenda Cohort Waitlist Alerts
Every hour, WebRun checks each pod's capacity in Prenda, updates your waitlist order in Google Sheets, and pings admin in Slack the moment a seat opens with who is next in line.
Automated iClassPro Birthday Party Confirmations
When a new birthday party is booked in iClassPro, WebRun blocks the party room and coach on the gym's Google Calendar and drafts a confirmation email with the package details for staff to review and send.
Automated CourseStorm Catalog Launch Reminders
Every Monday, WebRun checks CourseStorm for courses opening for registration this week, drafts a launch announcement in Mailchimp for your interest list, and logs which courses are queued so nothing launches without an announcement.
Automated Finished Piece Pickup Reminders
When a glaze firing finishes, WebRun checks the pickup log in Google Sheets against Punchpass client records, drafts a pickup-ready text via Twilio for each client, and queues the batch for approval.
Automated GOLD Portfolio Photo Uploads
Every night, WebRun reviews the day's classroom photos in Google Drive, matches each one to the right child, and stages it into that child's Teaching Strategies GOLD portfolio for a teacher to publish.
Automated CoreCampus Clock-Hour Attendance Alerts
Every morning, WebRun checks CoreCampus for students whose clock-hour attendance has slipped below the required pace, drafts a check-in email for the advisor to send, and posts the at-risk roster to Slack for the registrar.
Automated Bookeo Instructor Conflict Alerts
Every morning, WebRun cross-checks Bookeo's class calendar against your instructor availability sheet and pings your admin team on Telegram the moment two classes need the same chef.
Automated Sawyer Class Waitlist Alerts
WebRun checks Sawyer throughout the day for class spots that just opened up, drafts an enrollment offer to the next family on the waitlist, and alerts your front desk in Telegram so the offer can go out fast.
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