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.

All categories
All categories
Automated Equine Lab Result Updates
WebRun watches ThoroVet for returned lab results, matches each to its horse and owner, drafts a plain-language update email, and flags anything abnormal for the veterinarian, so owners hear back promptly only after professional review.
ThoroVet›Gmail›Slack
FieldX Automated Soil Test Follow-Ups
Every morning, WebRun opens FieldX, finds soil samples past their expected turnaround with no results back, and drafts a polite follow-up to the lab in Gmail, left unsent for you to review.
FieldX›Gmail
FieldFlo Automated Job Cost Variance Report
Every week, WebRun pulls each abatement job's estimate from FieldFlo and its actual costs from QuickBooks, builds a variance report in a Google Sheet, and posts your team a Slack summary of which jobs are running over.
FieldFlo›QuickBooks›Google Sheets
Automated Pretreatment Violation Notices
WebRun checks industrial user results in Operator10 against their local limits, and when a user exceeds one, drafts a violation notice for your pretreatment coordinator to review and send.
AllMax Operator10›Google Sheets›Gmail
Steelhead Automatic Coating Thickness Logs
Every few hours, WebRun reads the coating thickness readings logged in Steelhead, checks each lot against its callout range, and sends a Telegram alert the moment a reading drifts out of tolerance.
Steelhead Technologies›Google Sheets›Telegram
Automated Grain Cash Bid Alerts
Each morning, WebRun reads your posted cash bids in Ceres, checks them against yesterday, and drafts a bid alert text and email to your producer list for you to review before it goes out.
Vertical Software Ceres›Twilio›Gmail
Agriware Automated Availability Forecast
Every Monday, WebRun reads current and future stock in Agriware 365, builds a ready-by-week availability forecast in a Google Sheet, and drafts a customer availability email in Gmail for you to review and send.
Agriware 365›Google Sheets›Gmail
Automated Grading and Transfer Tracking
After each grading or transfer, WebRun records the movement in Farm360, updates the source and destination cage biomass in Google Sheets, and posts a movement summary to Telegram.
Innovasea Farm360›Google Sheets›Telegram
MyApiary Automated Queen Order Follow-Ups
Every week, WebRun checks your queen orders in MyApiary against what has arrived, logs the outstanding ones in a Google Sheet, and drafts a polite follow-up to each breeder, left unsent for you to send.
MyApiary›Google Sheets›Gmail
User Interviews Automated Rescreen Lists
Every week, WebRun scans your User Interviews panel for past participants whose eligibility window has reset, records them in Notion, and posts the rescreen shortlist to Slack.
User Interviews›Notion›Slack
AMFG Automated Unpaid Order Tracking
Every Monday, WebRun cross-checks shipped AMFG orders against Stripe payments, tallies what each account still owes, and posts you a Slack list of unpaid orders grouped by customer.
AMFG›Stripe›Slack
Automated Stakeholder Onboarding Emails
When a new business stakeholder is added in Cognota, WebRun gathers your intake form link and a short how-to from Google Drive and drafts a warm welcome email in Gmail for you to approve and send.
Cognota›Google Drive›Gmail
Automated Trademark AR Tracking
Each morning, WebRun opens QuickBooks, reads unpaid trademark invoices, ties each to its brand owner and marks in Alt Legal, and posts you a Slack digest of outstanding balances so nothing ages quietly.
QuickBooks›Alt Legal›Slack
Automated QC Review Queue
Every morning, WebRun finds title orders whose search is done but still needs QC in AbstractorPro and posts the examiner a ranked Slack review queue.
AbstractorPro›Slack
Automated Unpaid Milestone Tracking
Every Monday, WebRun matches delivered milestones in Vani Software against paid invoices in QuickBooks and posts a Slack list of what has shipped but not yet been paid across every active project.
Vani Software›QuickBooks›Slack
Interpreter.io Automated Requester Confirmations
When an interpreter accepts a court booking in Interpreter.io, WebRun drafts a confirmation email in Gmail to the requesting agency or court with the interpreter's name, language, and hearing details for your coordinator to review and send.
Interpreter.io›Gmail
Automated Case Upload Notifications
Every few hours, WebRun checks your Dropbox case folders for newly uploaded materials, logs each against the right engagement in ExpertClear, and sends you a Telegram heads-up.
ExpertClear›Dropbox›Telegram
Automated Closed-Matter Balance Tracking
Every Monday, WebRun cross-checks closed cases in ADR Notable against QuickBooks, finds matters that were resolved but still carry an unpaid balance, and posts your team a ranked Slack list so no closed case is forgotten while it is still owed.
ADR Notable›QuickBooks›Slack
Automated Recommender Gap Alerts
Every morning, WebRun checks each student's recommender setup in CounselMore against your tracking sheet and posts you a Slack list of missing or unsubmitted recommendations.
CounselMore›Google Sheets›Slack
Automated Localization AR Tracking
Every Monday, WebRun matches delivered projects in VoiceQ against open invoices in QuickBooks and sends you a Telegram digest of what is still unpaid and how overdue, so cash from finished dubs does not slip.
QuickBooks›VoiceQ›Telegram
Automated Jump Pass Renewal Reminders
WebRun finds jump pass members in Wakesys whose plan renews soon or whose payment failed and drafts a friendly renewal reminder in Klaviyo, held for staff to approve before it sends.
Wakesys›Klaviyo›Telegram
Flybook Automated Cabin Turnover Tracking
Each morning, WebRun reads today's check-outs and check-ins from Flybook, builds a cabin turnover board in Google Sheets showing which cabins need cleaning before arrival, and posts a prioritized status to Telegram for housekeeping.
Flybook›Google Sheets›Telegram
Automated Stall Performance Digest
Every Monday, WebRun ranks the past week's stall sales from Hallpass, works out each stall's trend and share of the hall in Google Sheets, and posts you a Slack digest of the top and bottom performers with what moved.
Hallpass›Google Sheets›Slack
Automated Weather Cancellation Rebooking
WebRun finds passengers whose flights were cancelled for weather in TripWorks and still have not rebooked, then drafts a warm rebook nudge text in Twilio with your next open dates, queued for you to approve so no cancelled guest is forgotten.
TripWorks›Twilio

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