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 Fire Contract Renewals
Every morning, WebRun finds fire monitoring and inspection agreements nearing their end date in Uptick, pulls the account balance from QuickBooks, and drafts a renewal email for each customer for you to approve.
Automated Deposit Payment Reminders
WebRun matches scheduled jobs in Bitumio against Stripe payments, finds deposits still unpaid, and drafts a polite reminder so no crew rolls out unpaid.
Automated Builder Lead Routing
When a builder or general contractor emails a new job, WebRun reads the details, creates the lead in FieldGroove, logs it in a sheet, and pings the right estimator in Slack.
Automated Crane Coverage Reports
Each quarter, WebRun reads InspectAll for what was inspected and what is outstanding across a customer's cranes, builds a coverage summary in a sheet, and drafts a client report email for your account manager to review.
Automated Code Violation Deadline Alerts
Each day, WebRun reads FIELDBOSS inspection violations, finds those with a correction deadline approaching, logs them to a sheet, and posts your compliance team a Slack alert.
EXEMPTAX Automated Exempt Status Intake
When a customer's tax status changes in NetSuite, WebRun updates their record in EXEMPTAX, starts a certificate request if they became exempt, and drafts a confirmation email left unsent for review.
Automated Commission Dispute Triage
WebRun reads incoming commission dispute emails, pulls the deal and payout from QuotaPath, drafts a reply, and posts finance a triaged queue to resolve.
Automated Input Cost Overrun Alerts
Each week, WebRun compares actual seed, chemical, and fertilizer spend in Traction Ag against your budget, logs any overrun to a Google Sheet, and sends you a Telegram alert so a category running hot gets caught mid-season.
Automated Labor Cost Percentage Alerts
Every morning, WebRun pulls yesterday's payroll hours from Gusto and net sales from Restaurant365, works out each location's labor cost percentage, and posts you a Slack alert on any store that ran past its target.
Automated F&I Chargeback Reserve Alerts
WebRun reads cancelled and early payoff contracts in MenuMetric, calculates the F&I income clawed back against the reserve posted in QuickBooks, and sends the finance director a Telegram alert when chargebacks outrun what is held in reserve.
Automated AFE Cost Overrun Alerts
Each day, WebRun compares actual well costs in Petrofly against each AFE budget in Excel, works out which authorizations are trending over, and sends the operator a Telegram alert of the AFEs at risk before a supplemental is needed.
Automated Chargeback Ledger Matching
Each morning, WebRun matches new chargebacks in Chargeflow to the original order and revenue entry in NetSuite, and flags any dispute it cannot tie to a sale for review.
Automated Nil Escheat Report Tracking
Every month, WebRun opens Simple Escheat, works out which states require a negative report when you have nothing to escheat, checks whether each is filed, and posts the team a Slack list of the nil reports still owed.
Automated TP Documentation Status Digest
Every week, WebRun reads the status of every local and master file in Exactera and posts the tax director a clear digest of what is filed, drafted, and outstanding.
Automated 1031 Identification Form Alerts
Each morning, WebRun checks exchanges past their identification date in Accruit Exchange Manager Pro, finds any with no signed identification form on file, logs the exceptions to a Google Sheet, and posts the team a Slack alert.
Automated Placed-in-Service Tracking
WebRun reads each building component's placed-in-service date from a KBKG study, keeps a clean register in Google Sheets, and puts depreciation-start milestones on your calendar.
Automated Yardage Reconciliation
Each day, WebRun compares batched yardage in CommandBatch against delivered yardage in Dispatch360 by job and mix, and writes any variance to a Google Sheet so short pours, overbatching, and lost tickets get caught.
Trux Automated Jobsite Wait Escalation
Through the day, WebRun reads GPS on-site dwell time in Trux, pings the owner on Telegram when a truck's jobsite wait crosses your threshold, and drafts an SMS to the site super in Twilio for approval.
Automated Driver Cert Expiry Reminders
Every morning, WebRun checks driver H2S and hazmat certification dates, finds the ones expiring soon, drafts a reminder text for each driver, and posts the queue to Slack for a supervisor to approve before it sends.
Automated Manifest Reconciliation
WebRun compares each route's manifest against what actually got delivered in Deliveright, writes the mismatches to Google Sheets, and posts a shortfall list to Slack.
Automated Authority Reinstatement Tracking
WebRun watches carriers whose FMCSA authority was revoked or suspended in Highway, logs any move toward reinstatement to a Google Sheet, and pings your team on Telegram when a carrier's status changes.
Automated Livestock Driver Settlements
WebRun reads each completed trip in M2X, calculates the driver settlement from loaded head and the agreed rate, writes it to a Google Sheet, and drafts a settlement statement email for payroll to review and send.
Automated Wash Chemical Usage Tracking
Each day, WebRun reads the detergents and chemicals logged against washes in TankSoft Pro, rolls up usage per wash type in an Airtable base, and posts a Slack summary that flags heavy users and low stock.
Automated Reefer Repair Backlog Alerts
WebRun tracks reefer containers awaiting repair or precool in MRI Intermodal Software, posts the depot team a prioritized Slack backlog, and drafts a text to the on-call tech for units needed against a booking.
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