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.
Cigars POS Automated New Arrival Emails
WebRun checks Cigars POS for cigars newly received into the humidor, drafts a new-arrival announcement in Klaviyo matched to the tastes in each segment, and posts a preview to Slack for a manager to review and send.
Automated Bridal Balance Due Reminders
WebRun cross-checks BridalLive orders against QuickBooks each week, finds brides whose balance is due before pickup, and drafts a polite payment reminder email in Gmail for each one, left unsent for you to approve.
Automatic Tint Customer Review Requests
WebRun spots each freshly completed Tint Wiz install, waits for the film to settle, and drafts a friendly review request by text and email so your Google rating grows while every send stays yours to approve.
Automated Masonry Job Cost Variance
WebRun compares actual costs in QuickBooks against your ScopeTakeoff takeoff for each job, writes the variance to a Google Sheet, and posts you a weekly summary.
Automated Drywall AIA Pay App Drafts
Each billing cycle, WebRun reads the schedule of values from The EDGE, pulls percent complete per phase, drafts an AIA style G702 and G703 progress billing, and holds it in Gmail for your review before it goes to the general contractor.
Automated Coating Crew Dispatch
WebRun reads today's install schedule in CoatingOS, checks each job's window on the calendar, and posts every crew a clear Slack rundown of their stops, coating systems, and site notes.
Automated Missed-Service Recovery
Every morning, WebRun spots grease trap jobs that were scheduled but not completed in Tank Track, drafts a new work order to reschedule each one, prepares an apology text to the customer, and posts your dispatch team the recovery list in Slack.
Automated Fiber Test Result Collection
WebRun checks which fiber and copper runs a job requires in Conest IntelliBid, sees which test result files have landed in Google Drive, and drafts a reminder to each field tech for the ones still missing before closeout.
Automated Extinguisher Hydrostatic Alerts
Every morning, WebRun scans fire extinguishers in Uptick, finds those reaching their 5 or 12 year hydrostatic test interval, updates a tracking sheet, and alerts your shop team in Slack.
Automated Striping Layout Approvals
WebRun finds upcoming striping jobs in Bitumio, drafts a layout approval email to each customer, and queues a sign-off request so nothing gets painted unapproved.
Automated Insulation Job Margin Report
Every Monday, WebRun compares each finished job's quoted material against what it actually cost in QuickBooks, writes the variances to a sheet, and posts the biggest margin leaks to Slack.
Automated Crane Certificate Filing
After each inspection, WebRun saves the InspectAll report and certificate PDF into the right customer folder in Google Drive, then posts your plant safety channel a Slack note with the link.
Automated Elevator Callback Digest
Each week, WebRun reviews FIELDBOSS callback tickets, finds units with repeat trouble calls, and sends your service manager a Telegram digest of the worst repeat offenders.
Automated Certificate Validation Checks
Every morning, WebRun reviews new and updated certificates in EXEMPTAX, flags the ones with missing fields, a bad ID, or a failed state check, logs each defect in Google Sheets, and posts the team a Slack fix list.
Automated Commission Clawback Flagging
WebRun watches Salesforce for churned or refunded deals, checks the paid commission in QuotaPath, and posts finance a clawback candidate list to review.
Automated Below Break-Even Field Alerts
Each week, WebRun reads the cost per acre and expected return by field in Traction Ag, logs the fields sitting below break-even to a Google Sheet, and posts you a Slack alert so the worst acres get attention early.
Automated Recipe Margin Overrun Alerts
Every week, WebRun recalculates each recipe's plate cost in Restaurant365 from live vendor pricing, compares it to the current Toast menu price, and posts you a Slack list of dishes whose food cost has crept past your target margin.
Automated Unwound Deal Product Flags
WebRun compares unwound and returned deals against the aftermarket products still active in MenuMetric, logs the products that need cancelling to Google Sheets, and sends the F&I office a Telegram alert so no VSC or GAP contract stays live on a dead deal.
Automated Owner Suspense Balance Tracking
Each month, WebRun reviews Petrofly for revenue held in suspense, works out why each owner is suspended and how long the balance has been held, logs it to a Google Sheet, and posts the accounting team a Slack list of the balances to clear.
Automated Chargeback Recovery Reconciliation
Each week, WebRun matches the disputes Chargeflow reports as won against the reversals in your Stripe payouts, drafts the QuickBooks entries, and flags any recovery that never landed.
Automated Due Diligence Reply Tracking
Every day, WebRun scans the mailbox where due diligence replies land, matches each responding owner to their Simple Escheat record, marks the property as claimed, and posts the team a Microsoft Teams list of who responded.
Automated Intercompany Balance Reconciliation
Every month, WebRun pulls intercompany balances from NetSuite, checks each entity pair against Exactera, and posts a Google Sheets breakdown of any mismatch.
Automated 1031 Identification Reminders
As the 45-day window narrows, WebRun reads exchanges in Accruit Exchange Manager Pro that still lack a replacement-property identification, drafts a text in Twilio and an email in Outlook to the taxpayer, and leaves both for a facilitator to send.
Automated 481(a) Adjustment Summaries
WebRun runs the 481(a) adjustment in KBKG for a look-back study, builds a plain summary of the catch-up amount and the assets behind it, and hands it to your preparer to file.
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