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 Drywall Level 5 Inspection Reminders
WebRun watches which drywall jobs are reaching finish in The EDGE, reminds your team when a Level 5 quality inspection is due before the painters arrive, and posts a checklist to Slack so no wall gets covered before it is signed off.
Automated Coating Review Requests
WebRun finds coating jobs that finished and were paid in CoatingOS, drafts a friendly review-request text through Twilio for each homeowner, and posts the day's send list to Slack for a quick check.
Automated FOG Permit Renewal Tracking
Every morning, WebRun checks the FOG permit dates held against your grease trap sites in Tank Track, logs any expiring soon to a Google Sheet, and drafts renewal reminder emails for the affected customers for you to review before sending.
Automated Cabling Warranty Registration
WebRun reads the cabling systems each finished job used in Conest IntelliBid, tracks which manufacturer warranty registrations are still open in Airtable, and drafts the registration submission for you to approve before it goes to the manufacturer.
Automated Multi-Site Inspection Digest
Every Monday, WebRun rolls up fire asset inspection status across all your sites in Uptick, builds a portfolio compliance sheet, and posts account managers a Slack digest of what is due, done, and overdue.
Automated Asphalt Tonnage Ordering
WebRun totals the asphalt tonnage your upcoming paving jobs need from Bitumio, drafts a supplier order for each plant, and reminds you to lock in the load.
FieldGroove Automated Warranty Tracking
After each completed job, WebRun checks whether the manufacturer warranty is registered in FieldGroove, drafts the homeowner a confirmation with their coverage, and logs the warranty in a shared sheet.
Automated Crane Corrective Work Log
Each day, WebRun reads InspectAll for inspection items that failed, opens a follow-up work-order row for each in a sheet, and posts your service manager a Slack digest of open corrective work.
Automated Modernization Quote Follow-Ups
Each week, WebRun finds FIELDBOSS modernization quotes that are sitting unaccepted and drafts a tailored follow-up email per prospect for your sales lead to review and send.
EXEMPTAX Automated Renewal Reminders
Each week, WebRun finds certificates in EXEMPTAX expiring in the next 60 days, queues a guided renewal for each, drafts a reminder email to the customer, and leaves it unsent for review.
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Automated Rep Earnings Digest at Close
At period close, WebRun pulls each rep's earnings and attainment from QuotaPath, files a leaderboard in Google Sheets, and posts a clear earnings digest to Slack.
Automated Grain Inventory Exception Flags
Each week, WebRun compares the grain inventory booked in Traction Ag against your on-farm bin capacity, logs any mismatch to a Google Sheet, and posts you a Slack alert so a shrink or an over-full bin gets caught early.
Automated Three-Way Match Exceptions
Every morning, WebRun runs the three-way match in Restaurant365, comparing each vendor invoice to its purchase order and receiving record, and posts you a Slack worklist of the invoices with a price, quantity, or receiving mismatch.
Automated Unsigned eContract Flags
WebRun cross checks eContracted products in MenuMetric against their DocuSign envelopes, drafts a signature reminder for each customer who has not signed, leaves it unsent for review, and posts the F&I office a Slack list of contracts stuck without a signature.
Automated Owner W-9 and Address Flags
Each week, WebRun checks Petrofly for owners missing a W-9 or a deliverable address, logs each exception to a Google Sheet, and drafts an outreach message to each owner to collect what is missing, leaving every draft unsent for your review.
Automated Chargeback Win Rate Digest
Every Monday, WebRun reads your win rate, recovered revenue, and chargeback ratio from Chargeflow, logs the trend in a sheet, and posts finance a plain-language digest in Slack.
Automated Escheat Liability Digest
Every week, WebRun opens Simple Escheat, totals the unclaimed-property liability by state and property type, ties it to the balances in QuickBooks, and sends the controller a clear Telegram digest of where things stand.
Automated Local File Approval Packages
When a country's local file is ready, WebRun assembles the package in Exactera, saves it to SharePoint, and drafts an approval email to the controller that stays unsent.
Automated 1031 Deadline Risk Digest
Each morning, WebRun reviews every active exchange in Accruit Exchange Manager Pro, flags the ones nearing a 45-day or 180-day deadline, logs them to a Google Sheet watchlist, and posts the team a ranked Slack risk digest.
Automated Cost Seg Status Digest
WebRun reads the whole KBKG study pipeline each morning, snapshots where every study stands in an Airtable base, and posts your tax preparer a short digest of what moved, what is blocked, and what is due.
Automated Concrete Ticket Invoicing
Each day, WebRun gathers completed delivery tickets from Dispatch360, drafts a QuickBooks invoice per project priced from your rate sheet, and drafts the cover email, leaving both for your billing team to review and send.
Trux Automated Load Ticket Invoicing
WebRun gathers each customer's completed load tickets in Trux, drafts an itemized invoice in QuickBooks priced by tons and haul, leaves it unsent for your review, and posts a billing summary to Slack.
Automated Disputed Haul Ticket Escalation
When a haul ticket is disputed or rejected in Engage Mobilize, WebRun gathers the ticket detail and geofence evidence, drafts a clear review email to the operator, and posts it to Slack for a human to approve before sending.
Automated Refused Delivery Escalation
WebRun catches refused deliveries in Deliveright, drafts a return authorization request to the retailer in Gmail, and posts the returns queue to Slack for a coordinator to approve.
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