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.
Automatic Seasonal Solar Film Campaigns
WebRun pulls past residential customers from Tint Wiz, segments who is a fit for solar and heat-rejection film this season, and drafts a Mailchimp campaign plus a target list so you fill the slow months while approving the send.
Automated Masonry Sealing Rebooking
WebRun finds clients whose masonry sealing is due to be refreshed from your ScopeTakeoff history, drafts a seasonal outreach campaign in Mailchimp, and tells you in Slack before it goes out.
Automated Drywall Labor Variance Reports
Every week, WebRun compares the Smart Labor hours you estimated in The EDGE against the actual field hours logged in QuickBooks, and posts a per-job variance digest to Slack so you catch a bleeding job before it is done.
Automated Seasonal Coating Campaigns
WebRun pulls past coating customers due for a refresh or an add-on space from CoatingOS, segments them by job type, and drafts a seasonal Mailchimp campaign for you to review before it sends.
Automated Grease-Trap Billing Digest
Each week, WebRun reads completed grease trap jobs in Tank Track, works out the billable gallons per site, matches them to the right customer in QuickBooks, and posts your office a Slack digest of what is ready to invoice and what needs a rate check.
Automated Cabling Labor Variance Reports
Each week, WebRun reads the estimated labor hours per job in Conest IntelliBid, pulls the actual hours booked in QuickBooks, and posts your team a Slack variance report showing which cabling jobs are ahead of or behind the bid.
Automated Fire Impairment Notices
When a technician logs a fire system impairment in Uptick, WebRun drafts the required impairment notice to the property owner and drafts an email to the monitoring company, then alerts your on-call lead in Slack.
Automated HOA Paving Bid Intake
WebRun reads incoming HOA and property-manager bid requests from your inbox, creates a lead in Bitumio with the details, and posts your estimator a triaged list.
FieldGroove Automated Bag Inventory Alerts
Every morning, WebRun counts cellulose bags used on recent blown-in jobs in FieldGroove, updates your on-hand count in a sheet, and pings Telegram when a product drops below its threshold.
Automated Monthly Crane Scheduling
At the start of each month, WebRun reads InspectAll for cranes on a monthly frequent-inspection cycle, blocks each visit on your team calendar, and sends the scheduler a Telegram plan for the month.
Automated Spare Parts Reorder Drafts
Each day, WebRun checks FIELDBOSS parts inventory, finds items below their reorder point, and drafts a purchase order per supplier in QuickBooks for your parts manager to approve.
Automated Audit Risk Exposure Digest
Every Monday, WebRun reads the EXEMPTAX audit-risk dashboard, pulls the matching exempt-sales totals from NetSuite, and posts the tax team a Slack digest of exposure by state with the week's biggest movements.
Automated ASC 606 Commission Amortization
Each close, WebRun pulls the capitalized commission schedules from QuotaPath Ledger, records the period expense in NetSuite, and files a per-contract schedule in Google Sheets.
Automated Cost Per Bushel Crop Digest
Each week, WebRun reads your cost and profit per bushel by crop in Traction Ag, logs the numbers to a Google Sheet, and sends you a Telegram digest so you always know where each crop stands.
Automated Food Cost Variance Reporting
Every week, WebRun pulls each location's theoretical versus actual food cost from Restaurant365, writes the variances to a Google Sheet trend, and sends you a Telegram digest of the units and categories drifting most.
MenuMetric Automated F&I Penetration Digest
WebRun reads the F&I performance metrics in MenuMetric, calculates product penetration and PVR by manager for the period, logs the numbers to Google Sheets, and posts each manager a Slack digest of their VSC, GAP, and product per deal against target.
Automated Royalty Payment Status Digest
After each distribution run, WebRun reviews Petrofly and QuickBooks to see which royalty owners were paid, held, or below the minimum, totals the run, and sends you a Telegram digest of who got paid and who is still waiting.
Automated Friendly Fraud Detection
Each week, WebRun scans Chargeflow and Stripe for customers with repeat chargebacks, builds a repeat-offender watchlist, and proposes blocklist candidates for you to approve.
Automated NAUPA Report File Generation
Before each deadline, WebRun opens Simple Escheat, generates the NAUPA-format file for the state that is due, saves it to your shared drive, and posts the team a Slack note so a person can review and submit it.
Automated Comparable Set Refresh Reminders
Every week, WebRun checks each Exactera benchmarking study's age, lists the comparable sets due for a refresh, and posts the schedule to Slack.
Automated 1031 Escrow Reconciliation
Each morning, WebRun reads the qualified escrow balance held for each exchange in Accruit Exchange Manager Pro, compares it to the bank ledger in QuickBooks, and posts the team a Slack digest of matches and any mismatches to investigate.
Automated Partial Disposition Flags
WebRun watches renovation capex in QuickBooks, checks each project against the retired components in a KBKG study, and flags partial disposition candidates so their remaining basis is not lost.
Automated Yards Poured Daily Digest
Every morning, WebRun totals yesterday's delivered yardage from Dispatch360 by plant, job, and mix, builds a running month sheet, and posts a clean yards-poured digest to Slack so the team opens to the numbers.
Trux Automated Daily Tons and Loads Digest
Every evening, WebRun totals the day's loads and tons hauled in Trux by jobsite, hauler, and material, posts the digest to Slack, and drafts an end-of-day email to the owners for your review.
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