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 Grease-Trap Account Onboarding
When a new account is added in Tank Track, WebRun builds a site survey checklist for the first visit, prepares a service agreement in DocuSign, and drafts a welcome email with next steps for you to review before it reaches the customer.
Automated Pre-Bid Site Walk Reminders
WebRun reads the bid due dates on your open cabling estimates in Conest IntelliBid, checks Google Calendar for a booked pre-bid site walk, and sends your estimator a Telegram reminder for any bid that still needs one scheduled.
Automated Failed Device Work Orders
After each inspection, WebRun finds devices that failed testing in Uptick, drafts a follow-up work order for each, holds a return-visit slot on Google Calendar, and posts your dispatcher the fix list in Slack.
Automated Driveway Season Campaigns
WebRun builds a seasonal driveway list from past residential customers in Bitumio, drafts a Mailchimp campaign, and posts the segment to Slack for a human to send.
Automated Insulation Balance Reminders
Every morning, WebRun finds completed jobs where the deposit is in but the balance is unpaid in FieldGroove and QuickBooks, drafts a polite balance reminder, and lists who still owes in Slack.
Automated Crane Service-Hour Digest
Each week, WebRun reads runtime and duty data on each crane asset in InspectAll, works out which units are approaching a service interval, and sends your service planner a Telegram digest ranked by hours.
Automated After-Hours Call Escalation
After hours, WebRun watches FIELDBOSS shutdown calls, and when one goes unacknowledged past your SLA it drafts an escalation text to the next on-call tier for a supervisor to send.
Automated Missing Certificate Flags
Every morning, WebRun compares exempt customers in EXEMPTAX against where you have nexus in Avalara, flags each state where an exempt customer has no valid certificate, and sends the team a Telegram exceptions list.
Automated Quota Attainment Alerts
Each morning, WebRun reads live attainment in QuotaPath against Salesforce bookings and pings Slack when a rep crosses an accelerator or quota tier.
Automated 1099 Data Assembly for Farms
At year end, WebRun pulls each landlord's rent and share payments from Traction Ag, builds a clean 1099 workbook in Excel with names, TINs, and totals, and posts the team a Slack summary, ready for a person to review and file.
Automated Ingredient Price Increase Alerts
Every morning, WebRun compares the latest vendor prices in Restaurant365 against a watchlist of key ingredients in a Google Sheet, logs the moves, and posts you a Slack alert when a tracked item jumps beyond your threshold.
Automated F&I Product Cancellation Intake
WebRun reads new product cancellation requests, pulls the original contract and mileage from MenuMetric, calculates the pro rata refund owed, drafts the provider cancellation request for review, and logs each open refund to Google Sheets.
Automated Division Order Change Intake
When an owner sends a division order change, WebRun reads the request in DocuSign, checks the new decimals against the current ownership in Petrofly, and queues a change summary in Slack for a person to approve before anything in the owner record moves.
Automated High-Value Chargeback Alerts
When a chargeback above your threshold appears in Chargeflow or PayPal, WebRun verifies the amount and pings your lead on Telegram right away so the big ones get hands-on attention.
Automated Owner Address Exception Flags
Every week, WebRun opens Simple Escheat, finds the property that is missing or has a bad owner address, lists each exception in Excel with what is wrong, and sends the team a Telegram summary so records are fixed before due diligence.
Automated Country-by-Country Data Collection
Each year, WebRun pulls revenue, profit, tax, and headcount per jurisdiction from NetSuite, stages the CbC table in Exactera, and saves a working file to SharePoint.
Automated 1031 Assignment Notice Drafts
When an exchange reaches closing in Accruit Exchange Manager Pro, WebRun prepares the assignment notice, sets up a DocuSign envelope for the settlement agent, and drafts a cover email in Gmail, leaving everything queued for a facilitator to send.
Automated Depreciation Schedule Sync
WebRun reads the finished depreciation schedule from a KBKG study, stages matching fixed asset entries in QuickBooks as drafts, and asks your bookkeeper to review before anything posts to the books.
Automated Jobsite Wait Time Alerts
Every few minutes, WebRun tracks how long each truck has waited on site in Dispatch360 and alerts dispatch in Slack once a job passes its free unloading time, so demurrage gets managed and billed, not lost.
Trux Automated Ticket Reconciliation
Every evening, WebRun matches the day's scale tickets in Trux against the dispatched loads, cross-checks them against invoiced amounts in QuickBooks, and records an exceptions worksheet in Google Sheets.
Automated Disposal Manifest Reconciliation
Every morning, WebRun matches yesterday's Engage Mobilize hauls against the disposal facility manifest, finds loads that do not reconcile, and drafts a discrepancy note for the facility that a human approves before it sends.
Automated Proof of Delivery Packets
WebRun gathers the signature, photos, and notes for each completed order in Deliveright, assembles a tidy POD packet in Google Drive, and posts the link to Slack.
Automated Carrier Document Reminders
WebRun finds carriers stuck mid-onboarding in Highway for want of a document, drafts a polite reminder naming exactly what is missing, and leaves each email unsent for a person to approve.
Automated Hauler Certification Reminders
WebRun checks driver certification dates in M2X each week, logs any livestock hauler credential expiring soon to a Google Sheet, and drafts a renewal reminder email for each driver that your office reviews and sends.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.