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 RDN Assignment Update Reminders
WebRun watches RDN for in-progress assignments that have gone quiet, texts the agent a direct nudge, and tells the office who is behind on updates.
Automated PermitFlow Permit Renewal Alerts
Every Monday, WebRun checks PermitFlow for permits expiring within thirty days, drafts a renewal reminder email to each client, and posts a Slack digest so nothing lapses and needs to be refiled from scratch.
Automated PrismHR Open Enrollment Reminders
Every morning during open enrollment, WebRun opens PrismHR, finds which worksite employees still have not completed their benefits elections, drafts a personal reminder email to each one, leaves it unsent for review, and logs the day's participation numbers to a Google Sheet.
Automated TazWorks Applicant Info Reminders
Every morning, WebRun checks TazWorks for orders stuck because the applicant hasn't provided required information, and drafts a reminder email naming exactly what's missing for your team to send.
Automated Amtelco After-Hours Message Delivery
After hours, WebRun checks Amtelco for new messages agents just took, texts each one to the client's on-call contact on file, and logs every delivery in Slack.
Automated Switch Commerce Cash-Out Alerts
WebRun watches Switch Commerce for terminals nearing or already in a cash out state, alerts your team in Slack the moment it happens, and logs every event to Google Sheets so you can see which machines run dry the most.
Automated accesso Attendance and Revenue Digest
Every morning, WebRun opens accesso, pulls yesterday's gate attendance and ticket revenue, logs the totals to Google Sheets, and posts a short summary to Slack so managers start the day with the numbers.
Automated Occupier Co-Tenancy Clause Alerts
Every month, WebRun checks Occupier for leases with a co-tenancy clause approaching its annual measurement date, holds a calendar reminder to confirm current occupancy, and drafts a landlord notice in Gmail if a breach looks likely.
Automated Conservice Cost Recovery Ratio Report
After each billing cycle closes, WebRun pulls total provider utility cost and total resident billback from Conservice for every property, calculates the cost recovery ratio for each, and posts a ranked Slack report so you can see which properties are under target before the next cycle.
Merlin Automated Board Financial Reporting
On the first of each month, WebRun opens Merlin Software, pulls maintenance fee collections, delinquency, and reserve fund figures for the prior month, and posts a board ready financial digest to Slack.
Automated O-Valet Damage Claim Status Drafts
WebRun compiles the latest photos, notes, and repair estimate from an open O-Valet damage record, drafts a plain language claim status update, and posts it to Slack for your manager to review, edit, and send. It never contacts the guest or insurer on its own.
Automated Pruvan Bid Approval Status Alerts
WebRun watches Pruvan for bids awaiting client approval, alerts your team in Slack the moment a status changes, and drafts a go-ahead email to the contractor once a bid is approved.
Automated Envoy Visitor Arrival Digest
Every morning, WebRun opens Envoy, pulls today's expected visitors and their hosts, checks each host's Google Calendar for conflicts, and posts a Slack digest so your office knows who is coming in and when.
Automated ManageAmerica Payment Reconciliation
WebRun checks that every payment received in ManageAmerica matches what QuickBooks shows deposited, flags any mismatch, and posts your accounting team a daily reconciliation summary.
Automated Yeti Material Restock Alerts
Every morning, WebRun checks salt and ice melt inventory logged in Yeti Software against your reorder threshold, drafts a purchase order email to your supplier, and pings Telegram so you know to review it.
Automated StarRez Conference Housing Digest
Every morning, WebRun checks StarRez for new and updated conference and summer housing bookings, logs each group's headcount and dates to a Trello board, and posts your ops team a Slack digest of what changed.
UpKeep Automated Critical Asset Downtime Alerts
WebRun watches UpKeep for critical assets marked down, pages the on-call technician on Telegram within minutes, and posts the ops channel in Slack so downtime gets a fast response.
Automated Flash Parking Rate Change Approvals
WebRun watches occupancy and demand in Flash Parking, drafts a proposed rate change when it shifts, and posts it to Slack for a manager's approval before anything goes live.
Automated Flex Damage Billing Follow-Ups
Every morning, WebRun checks Flex Rental Solutions for gear returned with damage noted, pulls the repair cost from QuickBooks Online, and drafts a billing follow-up email for your review.
Automated Inflatable Office Delivery Route Digest
Every morning, WebRun reads today's deliveries and pickups from Inflatable Office, orders each driver's stops on Google Maps, and posts the sorted route sheet to Slack before the crew loads the trucks.
Automated Booqable Daily Orders Digest
Every night, WebRun checks Booqable for every order and reservation created that day, logs them to a Google Sheets tracker, and sends you a Telegram digest with the day's totals.
Point of Rental Automated Damage Billing Alerts
Every night, WebRun reads the return inspection and damage waiver status in Point of Rental, drafts a billable damage line item in QuickBooks for anything not covered, and posts your billing team a Slack alert to approve before it goes out.
Automated Ideal Daily Service Intake Digest
Every night, WebRun pulls every repair order opened in Ideal DMS that day, logs it to a Google Sheet, and posts your service manager a Slack summary of intake volume, unit types, and bay load.
Automated Karmak DOT Inspection Alerts
Every morning, WebRun checks DOT annual inspection due dates in Karmak Fusion, drafts a reminder text for each fleet contact whose unit is due within 30 days, and logs the full compliance list to Google Sheets.
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