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
Automated Time-Based Invoice Drafts
On the first of each month, WebRun totals each family's tracked time in CounselMore, prepares a Stripe invoice draft, and emails you a summary in Gmail to approve before anything is sent.
CounselMore›Stripe›Gmail
Automated Dubbing Retake Note Lists
After a director review, WebRun gathers the comments left on Frame.io, matches each to its line in VoiceQ, and builds a tidy retake list in Google Sheets ready for the next session.
Frame.io›VoiceQ›Google Sheets
Automated Slot Capacity Alerts
WebRun watches today's Wakesys time slots, spots any nearing its capacity limit, blocks the matching hour on the staff Google Calendar, and posts an early warning to Slack so floor cover is ready.
Wakesys›Google Calendar›Slack
Flybook Automated Guide Scheduling
Each evening, WebRun reads tomorrow's booked activities in Flybook, matches guides by skill and availability, drafts a proposed assignment sheet on Google Calendar, and posts the plan to Slack for your head wrangler to confirm.
Flybook›Google Calendar›Slack
Automated Vendor Payout Notifications
When a stall payout clears in Stripe, WebRun matches it to that vendor's remittance in Hallpass and drafts a payment-sent confirmation email in Gmail with the amount and reference, left for you to approve before it reaches the vendor.
Hallpass›Stripe›Gmail
Automated Balloon Review Request Drafts
The evening after a flight, WebRun finds the day's landed balloon passengers in TripWorks and drafts a warm thank-you email in Gmail with your review link and flight-photo gallery link, queued for you to review before sending.
TripWorks›Gmail
Automated Cabana Booking Confirmations
When a guest reserves a cabana, WebRun reads the booking in Parker, drafts a confirmation email with the cabana number, arrival time, and included perks in Gmail, and adds the reservation to a shared Google Calendar for the cabana team, leaving the email for a human to send.
Parker›Gmail›Google Calendar
Automated New Release Member Previews
WebRun spots a new cider going live in Arryved, drafts an early-access preview invite for your top loyalty members in Mailchimp, pulls the release details from Untappd, and posts a Slack alert to approve before it sends.
Arryved›Mailchimp›Untappd
Automated Review Request Campaigns
The morning after each event, WebRun pulls who attended from FEARTICKET, drafts a warm review-and-photo-share request for each guest in Klaviyo, and posts a summary to Slack so your team can approve the send.
FEARTICKET›Klaviyo›Slack
Automated Glamping Review Requests
The morning after each guest checks out, WebRun drafts a warm thank you and review request in Gmail, personalised to their stay, and logs who was asked in a Google Sheet, leaving every email for you to approve before it reaches the guest.
GlampManager›Gmail›Google Sheets
Automated Near-Record Rebooking Nudges
Each week, WebRun scans the RaceFacer results for drivers who came close to a record, then drafts a personal rebooking nudge in Mailchimp for staff to send.
RaceFacer›Mailchimp
Automated Surf Rental Stock Tracking
Every morning, WebRun reads today's rentals in WaveRez, tallies how many wetsuits and softboards are committed by size, compares that to your stock in a Google Sheet, and posts a Slack alert when any size is about to run short.
WaveRez›Google Sheets›Slack
Automated Dive Trip Review Requests
Two days after each trip, WebRun finds the divers who came out in Diversdesk, drafts a friendly review request in Mailchimp, and posts the team a Slack summary of who is being asked.
Diversdesk›Mailchimp›Slack
Automated Club Renewal Reminder Drafts
Before each cheese-of-the-month renewal, WebRun reads the upcoming Stripe charge, confirms the member's active club tier in ShelfPerks, and drafts a friendly heads-up email in Gmail for you to review and send.
ShelfPerks›Stripe›Gmail
Automated Loyalty Win-Back Campaigns
Each month, WebRun finds loyalty members who have not shopped in a while in GiftLogic and drafts a personal win-back campaign in Mailchimp for you to approve.
GiftLogic›Mailchimp›Google Sheets
Automated House Account Balance Reminders
Every Monday, WebRun reviews house-account balances in The Uniform Solution, drafts a polite reminder to each customer past due, and posts you a Slack list of who owes what.
The Uniform Solution›Gmail›Slack
Runit Automated Store Stock Balancing
Every week, WebRun compares size and color stock across your stores in Runit, spots where a shoe sits idle at one and sells at another, and posts a Slack transfer plan.
Runit›Slack
Automated Long-Arm Booking Reminders
Before each long-arm appointment, WebRun pulls the booking from Like Sew and drafts the client a reminder text with prep notes for you to approve.
Like Sew›Twilio›Google Calendar
Automated Pull-List Subscriber Winback
Each week, WebRun finds pull-list subscribers in Nerdslice who have stopped collecting their boxes, logs them to Google Sheets with what is piling up, and drafts a friendly winback email in Mailchimp for each one that you approve before sending.
Nerdslice›Google Sheets›Mailchimp
Ordorite Automated Receiving Variance Reports
Every evening, WebRun compares what the warehouse scanned in against the expected purchase orders in Ordorite, logs each shortage or overage in Google Sheets, and posts your team a Slack variance report.
Ordorite›Google Sheets›Slack
Automated Bandcamp Fulfillment Digest
WebRun pulls your unshipped Bandcamp orders, checks each item against your Common Ground stock, and posts your team a Slack pick-and-pack list so every online order gets out the door on time.
Common Ground›Bandcamp›Slack
Automated Transfer Pickup-Ready Texts
Every morning, WebRun finds incoming transfers newly logged in FastBound, drafts a pickup-ready text to each buyer in Twilio, queues it for staff approval, and posts the ready list to Slack.
FastBound›Twilio›Slack
Cigars POS Automated Age-Check Decline Log
WebRun reviews Cigars POS each day for checkouts where the ID scan age verification declined or was overridden, logs each incident to a Google Sheet for compliance, and posts a daily summary to Slack.
Cigars POS›Google Sheets›Slack
Automated Bridal Gown Arrival Notices
WebRun watches BridalLive for gowns received into stock each day, matches each to its bride, and drafts a happy your-gown-is-here text and email inviting her to book a first fitting, left for you to approve before it sends.
BridalLive›Twilio›Gmail

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