Templates
Workflow templates.
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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 Forensic Accounting Case Status Updates
Every Monday, WebRun opens Clio to check each matter's status, pulls this week's finished CaseWare IDEA tests and open items, and drafts a status update to the instructing attorney in Gmail, left unsent for you to review before it goes out.
Automated Actuarial Opinion Signature Readiness
As the Statement of Actuarial Opinion deadline approaches, WebRun checks AXIS for the supporting reserve run's completion, prepares the signature packet in DocuSign without sending it, and posts a Teams reminder so the signing actuary has everything ready well before the filing date.
Automated Applied Epic BOR Letter Tracking
Every morning, WebRun opens Applied Epic, finds open broker of record letters, checks their signature status in DocuSign, and drafts a client nudge in Outlook for any letter that has stalled.
Automated RIA New Account Paperwork Tracking
WebRun checks every new account application in Redtail Technology against its signature status in DocuSign, and posts a Slack list of exactly which forms are still outstanding and for how long.
Automated Prenda Attendance Truancy Alerts
Every morning, WebRun checks each student's attendance in Prenda, logs anyone crossing the absence threshold to a compliance tracker, and drafts a formal notice for admin to review before it reaches a family.
Automated iClassPro Belt Progression Alerts
Every night, WebRun checks iClassPro for belt or rank level ups coaches logged that day, drafts a congratulations text for each family in Twilio, and posts the day's promotions to Slack so coaches can see who leveled up.
Automated CourseStorm Partner Co-Listing Requests
When a community partner requests to co-list a course, WebRun checks CourseStorm for the course details and any revenue-share terms in Xero, drafts a confirmation email in Gmail for the partner, and leaves it for your team to review before it goes out.
Automated Punchpass Birthday Party Confirmations
When a birthday party books in Punchpass, WebRun drafts a confirmation email in Gmail with the details and a prep checklist, and posts the day's bookings to Slack for the team.
Automatic Classroom Ratio Compliance Alerts
Every hour, WebRun checks each classroom's headcount in Teaching Strategies GOLD against the staff on shift in Google Calendar, and alerts the director in Slack the moment a room drifts out of ratio.
Automated CoreCampus Alumni Outcome Surveys
Every morning, WebRun checks CoreCampus for graduates hitting their 6-month post-graduation mark, drafts a survey invite email with a Google Forms link, and tracks response rates for career services.
Automated Bookeo Allergy and Dietary Flags
Before each class starts, WebRun reads the allergy and dietary notes attached to every Bookeo booking, logs them in Google Sheets, and posts the kitchen team a Slack summary so ingredients get swapped in advance.
Automated Sawyer Camp Week Enrollment Reports
Every Monday during camp season, WebRun pulls this week's and the next four weeks' STEM camp enrollment from Sawyer, logs the fill rate per week in Google Sheets, and sends your camp director a Telegram summary of which weeks need a push.
Automated Method Learning Deadline Alerts
Each week, WebRun checks the shared college deadlines calendar, confirms each student's latest Method Learning score against the school's range, and drafts a deadline alert email in Gmail for your team to review.
Automated Teachworks Attendance No Show Alerts
Every morning, WebRun finds yesterday's unexcused no-shows in Teachworks, alerts the academic team in Slack, and drafts a friendly check-in email for each affected family.
Automated GoPrep Allergy Flag Review
Every morning, WebRun reviews GoPrep orders for allergy and dietary flags, logs a master allergy sheet, and alerts your kitchen lead in Slack so every flagged order gets a second look before prep starts.
Automated Trym Mother Plant Tracking Reports
Every Monday, WebRun reviews mother plant health and cutting counts in Trym, calculates cuttings taken per mother since the last check, flags mothers overdue for rotation, and logs the report to Google Sheets with a Telegram summary for your propagation team.
Automated iUNU Climate Deviation Alerts
Every 15 minutes, WebRun checks iUNU for early visual stress signals across your grow rooms, such as wilting or leaf curl that often signal a climate deviation, logs the flagged zones to a sheet, and alerts your on-call grower in Telegram.
Automated Croptracker Bin Inventory Tracking
Every morning during harvest, WebRun counts bins by location and status in Croptracker, logs the running total to Google Sheets, and messages the foreman on WhatsApp if empty bin supply is running low.
Automated PoultryPlan Biosecurity Checklist Reminders
Every morning, WebRun checks PoultryPlan for any house missing yesterday's biosecurity checklist, such as shower-in logs or vehicle disinfection, pings the crew in Telegram, and logs completion rates to a Google Sheet.
Automated DairyComp Breeding Heat Reminders
Every morning, WebRun checks DairyComp 305 for cows due to be watched for heat or scheduled on a breeding protocol, adds each one to your breeding technician's Google Calendar, and sends a Telegram list of today's breeding candidates.
Automated BakeSmart Custom Order Balance Reminders
Every morning, WebRun opens BakeSmart, finds custom orders with a deposit or balance due, checks the payment status in QuickBooks, and drafts a balance reminder text for review before the pickup or delivery date.
Automated Cropster Blend Recipe Change Log
Every hour, WebRun checks Cropster for any blend recipe or ratio change, logs the old and new ratio in a Google Sheet change log, and pings your production team on Telegram so nobody roasts to the outdated recipe.
Automated Mar-Kov Allergen Label Review Alerts
WebRun compares each formulation's allergens in Mar-Kov against the label artwork in Google Drive before a production run, and drafts a correction note for your label reviewer to approve before printing.
Automated Ekos Brew Day Schedule Digests
Every morning, WebRun opens Ekos, pulls today's scheduled brews with tanks and recipes, and posts a clear brew day digest to Slack so the brewing team starts the day without checking the system themselves.
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