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
Angelpaw Automatic Pet Memorial Page Setup
As each pet completes service in Angelpaw, WebRun assembles a draft memorial page and a Mailchimp invite for the family, and posts your team a Slack list of pages awaiting a final check before they go live.
Angelpaw›Mailchimp›Slack
OnRamp Automated Pretreatment Inspection Log
Each shift, WebRun reads the pretreatment stage inspections in OnRamp, checks bath concentration, pH, temperature, and stage times against your spec, records a running Google Sheet log, and posts a Slack alert if any wash or rinse stage drifts out of range.
OnRamp›Google Sheets›Slack
Automated Estimate Follow-Up Drafts
WebRun finds treatment estimates in ThoroVet that owners have not yet approved, checks their status in QuickBooks, drafts a gentle follow-up email for each, and queues them for you to review so pending work does not stall.
ThoroVet›QuickBooks›Gmail
FieldX Automated Scouting Invoices
Each week, WebRun opens FieldX, tallies the billable scouting visits and acres per grower, and drafts the matching invoice in QuickBooks, left unsent for you to review and send.
FieldX›QuickBooks
FieldFlo Automated Containment Inspection Log
Every day, WebRun checks each active abatement job in FieldFlo for its completed containment and negative-air inspection checklist, logs the results to a Google Sheet, and sends your supervisors a Telegram alert for any job missing a check.
FieldFlo›Google Sheets›Telegram
Automated Sample Collection Reminders
Every morning, WebRun checks your Operator10 sampling schedule against what has been logged, puts today's required samples on the calendar, and reminds operators in Microsoft Teams.
AllMax Operator10›Google Calendar›Microsoft Teams
Steelhead Automatic Nadcap Audit Records
Every week, WebRun gathers the process, quality, and calibration records tied to your Nadcap requirements in Steelhead, builds an audit-ready index in a Sheet, and flags any gaps in Telegram.
Steelhead Technologies›Google Sheets›Telegram
Automated Outbound Feed Load Tracking
Every evening, WebRun reads the day's outbound shipments in Ceres, applies each load to its sale contract, logs tons and destinations in Google Sheets, and sends a Telegram recap of what shipped.
Vertical Software Ceres›Google Sheets›Telegram
Agriware Automated Rack and Cart Load Plan
Every afternoon, WebRun reads tomorrow's shipping orders in Agriware 365, works out how many racks and carts each route needs into a Google Sheet, and sends your shipping crew a Telegram load plan.
Agriware 365›Google Sheets›Telegram
Automated Fish Health Treatment Schedule
Every morning, WebRun reads planned and active treatments per cage in Farm360, puts each dose and withdrawal date on Google Calendar, and posts today's due treatments to Slack.
Innovasea Farm360›Google Calendar›Slack
MyApiary Automated Hive Loss Reporting
At season end, WebRun reads hive numbers and dead-out records from MyApiary, builds a loss-rate report by apiary site in a Google Sheet, and drafts a summary email to your partners or association, left for you to review.
MyApiary›Google Sheets›Gmail
User Interviews Automated Panel Reports
Every Monday, WebRun reviews your User Interviews Research Hub panel, scores how fresh each segment is, logs the breakdown to Google Sheets, and sends a freshness report to Telegram.
User Interviews›Google Sheets›Telegram
AMFG Automated Shipment Invoice Drafts
When an AMFG order is marked shipped, WebRun drafts a matching invoice in QuickBooks with the parts and price, leaves it unsent for you to approve, and logs it to Slack.
AMFG›QuickBooks›Slack
Automated Stalled Project Detection
WebRun scans active projects in Cognota for ones with no movement in days, works out why each is stuck, and posts a Slack list of stalled courses so nothing quietly rots in the pipeline.
Cognota›Slack
Automated Trademark Renewal Invoicing
Each week, WebRun opens Alt Legal, finds renewal work that has been filed but not yet billed, drafts a matching invoice in QuickBooks, and posts you a Slack summary so filed work gets billed without anything going out unchecked.
Alt Legal›QuickBooks›Slack
Automated Aged Receivables Digest
Every Monday, WebRun reads open client invoices in QuickBooks, ages each balance by account, and sends you a Telegram digest of receivables with the oldest and largest balances first.
AbstractorPro›QuickBooks›Telegram
Automated Milestone Invoice Drafts
When a delivery milestone's shots are all approved in Vani Software, WebRun prepares a draft invoice in QuickBooks and a cover email in Gmail for your finance lead to review before anything is sent.
Vani Software›QuickBooks›Gmail
Interpreter.io Automated AR Aging Digest
Every Monday, WebRun reads open invoices in QuickBooks, cross-references the assignments in Interpreter.io, and posts an internal Slack digest of outstanding balances grouped by requesting agency and aging bucket.
Interpreter.io›QuickBooks›Slack
Automated Missing Document Worklists
Every morning, WebRun checks which engagements are awaiting records in ExpertClear, confirms what has landed in Dropbox, and posts a Slack worklist of cases blocked on documents from counsel.
ExpertClear›Dropbox›Slack
Automated Split-Fee Invoice Drafts
After a session, WebRun reads the billable time and fee split from ADR Notable, drafts a separate invoice for each party's share in QuickBooks, and leaves both invoices for you to review and send.
ADR Notable›QuickBooks
Automated College List Review Summaries
When you finish a student's college list, WebRun reads the reach, target, and safety picks in CounselMore, builds a clean summary in Google Docs, and drafts a parent email in Gmail.
CounselMore›Google Docs›Gmail
Automated Dubbing Invoice Drafting
When a project or episode is marked approved in VoiceQ, WebRun pulls the billable details, drafts the invoice in QuickBooks, and pings you in Slack to review and send, so billing keeps pace with delivery.
VoiceQ›QuickBooks›Slack
Automated Party Upsell Offers
WebRun finds upcoming parties in Wakesys that have no room or catering yet and drafts a tailored upsell in Mailchimp offering the right package, held for staff to approve before it sends.
Wakesys›Mailchimp›Slack
Flybook Automated Pre-Arrival Upsells
Before each stay, WebRun spots ranch weeks in Flybook without popular add-ons, drafts a tailored fly fishing or spa upsell in Gmail with a Stripe pay link, and leaves it for your team to review before offering it to the guest.
Flybook›Gmail›Stripe

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