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.

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All categories
Automated Daily Food Hall Sales Log
Every morning, WebRun totals yesterday's sales across every stall from Hallpass, adds Square walk-up and event takings, and appends one clean daily line to the owner's Google Sheet with the hall total and per-stall breakdown.
Hallpass›Square›Google Sheets
Automated Special Occasion Note Capture
Each morning, WebRun scans new balloon bookings in TripWorks for mentions of birthdays, anniversaries, proposals, and other occasions, and logs a tidy crew brief in a Google Sheet so your team can make each flight feel personal.
TripWorks›Google Sheets
Automated Timed Slot Capacity Release
Through the day, WebRun watches timed-entry capacity in Parker, and when cancellations free up a sold-out window it logs the freed slots to a Google Sheet, posts the box office in Telegram, and drafts a slot-release for a manager to approve before those slots go back on sale.
Parker›Google Sheets›Telegram
Automated Nightly Tab and Payout Reconciliation
WebRun pulls last night's closed tabs, tips, and the Arryved Pay payout from Arryved, checks them against the deposit and sales record in QuickBooks, and posts a short Slack digest flagging anything that does not tie out.
Arryved›QuickBooks›Slack
Automated Waitlist Slot Fill Offers
When a timed slot frees up in FEARTICKET, WebRun finds the next guests on that night's waitlist, drafts a claim-your-spot offer for each in Twilio, and pings you in Slack to approve before any offer is sent.
FEARTICKET›Twilio›Slack
Automated Glamping Turnover Tracking
Each morning, WebRun reads today's checkouts and arrivals from GlampManager, builds a turnover cleaning board in a Google Sheet showing which pods and bell tents need cleaning before the next guest, and posts the list to your team on Telegram.
GlampManager›Google Sheets›Telegram
Automated Membership Renewal Reminders
Each morning, WebRun finds RaceFacer memberships expiring soon and drafts a personal renewal reminder in Gmail for staff to send before the member drops off.
RaceFacer›Gmail
Automated Surf Follow-Up Nudges
Every few days, WebRun finds beginners in WaveRez who took one lesson but never booked a second, drafts a personal follow-up email in Gmail with a booking link, leaves it for your approval, and sends you the list on Telegram.
WaveRez›Gmail›Telegram
Automated Dive Trip Capacity Alerts
Every few minutes, WebRun checks upcoming trips in Diversdesk, spots any that have reached their maximum diver count, posts the team a Slack alert, and pings the trip lead in Telegram.
Diversdesk›Slack›Telegram
Automated Favorite Restock Alerts
When a customer favorite is restocked in ShelfPerks, WebRun matches it to the regulars who buy it, then drafts a Klaviyo flow message to just those customers for you to review before it sends.
ShelfPerks›Google Sheets›Klaviyo
Automated Exhibit Restock Forecast
Ahead of each exhibit, WebRun reads the opening date from Google Calendar, checks tie-in merchandise stock in GiftLogic, and hands you a restock forecast in a sheet.
GiftLogic›Google Calendar›Google Sheets
Automated Workwear Markdown Flags
Every Monday, WebRun reviews seasonal workwear stock in The Uniform Solution, flags slow-moving and aging items, and posts a markdown candidate list to Slack with a sheet to back it.
The Uniform Solution›Google Sheets›Slack
Runit Automated Markdown Candidate Flags
Every week, WebRun reviews seasonal apparel age and sell-through in Runit, flags the pieces stalling with too many weeks of stock left, and posts a Slack markdown shortlist.
Runit›Google Sheets›Slack
Automated Fabric Backorder Digest
Every morning, WebRun opens Like Sew, reviews open purchase orders, and posts you a Slack digest of backordered and overdue lines to chase.
Like Sew›Google Sheets›Slack
Automated Prize Support Payout Ledger
After each event, WebRun reads the final standings and prize support in Nerdslice, calculates what each placing player is owed in store credit or product, logs the payouts to Google Sheets, and posts a payout summary to Discord for your organizer to confirm.
Nerdslice›Google Sheets›Discord
Ordorite Automated Delivery Reschedule Drafts
Each evening, WebRun finds today's failed and no-show deliveries in Ordorite, drafts a friendly reschedule text per customer in Twilio, and posts your team a Slack recovery list to approve.
Ordorite›Twilio›Slack
Automated Wantlist Match Email Drafts
WebRun matches new stock in Common Ground against the titles your customers are hunting for, and drafts a personal we-got-it-in email in Mailchimp for each match, ready for you to review and send.
Common Ground›Mailchimp›Slack
Automated Bound Book Audit Readiness
Every Monday, WebRun reviews your FastBound bound book for the issues an ATF inspection catches, logs them to a Google Sheet, and drafts the owner a readiness summary in Gmail to review.
FastBound›Google Sheets›Gmail
Cigars POS Automated Weekly Sales Digest
WebRun pulls last week's sales from Cigars POS, ranks the top-selling brands, sizes, and single sticks, logs the trend to a Google Sheet, and posts a plain-language sales digest to Slack every Monday.
Cigars POS›Google Sheets›Slack
Automated Bridal No-Show Winback Drafts
WebRun spots yesterday's no-show and canceled bridal appointments in BridalLive, checks your Google Calendar for open slots to offer, and drafts a warm rebooking email in Gmail per bride, left unsent for you to approve.
BridalLive›Google Calendar›Gmail
Automatic Film Warranty Registration
WebRun gathers the film, footage, and customer details from each completed Tint Wiz install, prepares the manufacturer warranty registration, and drafts the customer's signed warranty certificate for you to approve and issue.
Tint Wiz›DocuSign›Gmail
ScopeTakeoff Automated Warranty Tracking
WebRun logs each completed waterproofing job from ScopeTakeoff into a warranty registry, tracks the coverage end date, and alerts you in Slack before any warranty lapses.
ScopeTakeoff›Google Sheets›Slack
Automated Drywall Change Order Drafts
When a scope change comes in, WebRun prices the added drywall work in The EDGE, drafts a change order for signature in DocuSign, and drafts the cover email in Gmail, all held for your review so nothing is sent or signed without you.
The EDGE by Estimating Edge›DocuSign›Gmail
Automated Coating Moisture Test Booking
WebRun scans upcoming coating installs in CoatingOS, finds slabs with no logged moisture test, books a test window on your calendar, and drafts a heads-up text for the homeowner to approve.
CoatingOS›Google Calendar›Twilio

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