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 Record Store Instagram Drafts
Each afternoon, WebRun finds the records you added to Common Ground today, writes a New Arrivals Instagram caption with the titles and prices, and leaves it as a draft with the artwork for you to review and post.
Instagram›
Automated 4473 Incomplete Form Flags
Every morning, WebRun reviews recent Form 4473 captures in FastBound, spots any with missing fields or a skipped signature, logs them to a Google Sheet, and sends your compliance lead a Telegram digest.
Cigars POS Automated Loyalty Win-Backs
WebRun reviews Cigars POS loyalty and purchase history each week for members who have not visited lately but hold redeemable points, drafts a personal win-back email in Klaviyo, and posts the list to Slack to review.
Automated BridalLive Trunk Show RSVPs
WebRun tracks RSVPs for your upcoming BridalLive trunk show, drafts a Mailchimp reminder to invitees who have not booked, and posts your team a Slack digest of confirmed attendees, open slots, and gowns to pull.
Automatic Before-After Film Galleries
WebRun collects the before and after photos from each finished Tint Wiz job, builds a tidy gallery in Google Drive, and drafts a proud wrap-up email so every customer sees the result while you keep the send.
ScopeTakeoff Automated Scope Approvals
WebRun builds a clear scope summary from your ScopeTakeoff repointing estimate, prepares a DocuSign approval for the owner to sign, and tells you in Slack when each is ready to send.
Automated Drywall Crew Phase Scheduling
When a drywall bid is marked awarded in The EDGE, WebRun breaks the job into hang, tape, and finish phases, drafts calendar blocks for each crew, and posts the plan to your team channel so the schedule is ready the moment you win.
Automated Coating Job Margin Reports
WebRun pulls each finished coating job's revenue and material spend from CoatingOS, reconciles labor and costs against QuickBooks, and posts you a per-job margin digest in Slack.
Automated Won Bid Kickoff Checklists
When a structured cabling bid is marked won in Conest IntelliBid, WebRun builds a project kickoff checklist in Google Drive from the estimate scope and posts your team a Slack summary so nothing gets missed at handoff.
Automated Backflow Retest Tracking
Every morning, WebRun reviews backflow assemblies in Uptick, works out which are due for their annual retest, updates a tracking sheet, and posts your team a short due list in Slack.
Automated Per-Lot Job Margin Reports
WebRun pulls costs and revenue for each completed lot from Bitumio and QuickBooks, works out the real margin, and writes a job-cost scorecard to a sheet.
FieldGroove Automated Inspection Reminders
Each morning, WebRun finds new-construction jobs in FieldGroove with an inspection window approaching, drafts a reminder text to the builder, and posts your team the week's inspection schedule in Slack.
Automated Crane Parts Reorder Drafts
After each inspection, WebRun reads the wire rope and worn components InspectAll flagged for replacement, checks what stock is low, and drafts a supplier purchase order in QuickBooks for your parts manager to approve.
Automated Contract Renewal Drafts
Each week, WebRun finds FIELDBOSS maintenance contracts nearing their end date and drafts a personalized renewal email per customer for your account manager to review and send.
Automated Exempt Sales Reconciliation
Each month, WebRun pulls exempt sales from NetSuite, matches each to a valid certificate in EXEMPTAX, and posts the tax team a Slack reconciliation of covered sales versus exempt dollars with no certificate behind them.
Automated Commission GL Reconciliation
Each close, WebRun compares accrued commissions in QuotaPath to the commission expense in NetSuite, and posts finance the variances line by line.
Automated Grain Settlement Reconciliation
Each week, WebRun matches your grain sale settlements in Traction Ag against the deposits in QuickBooks, ties each settlement to its payment, and sends you a Telegram digest of what matched and what is still unpaid.
Automated Daily Sales to Deposit Reconciliation
Every morning, WebRun pulls yesterday's Toast sales and tenders, checks the deposits that hit the bank through Plaid, reconciles them against the Restaurant365 GL, and posts you a Slack list of any deposit that is short, late, or missing.
Automated F&I Remittance Reconciliation
WebRun pulls the aftermarket products sold in MenuMetric, matches each against provider remittance and the amounts posted in QuickBooks, logs a reconciliation to Google Sheets, and flags any product paid short, unpaid, or priced wrong.
Automated Purchaser Check Reconciliation
Each month, WebRun matches each purchaser's revenue check detail in Excel against the volumes and prices booked in Petrofly, flags any well where the value does not tie out, and posts the accounting team a Slack list of the variances to chase.
Automated Prevention Alert Triage
When a Verifi or Ethoca prevention alert lands in Chargeflow, WebRun checks whether the Shopify order shipped, recommends refund or accept, and drafts any refund for your approval before the chargeback files.
Shopify›
Automated Outstanding Check Reconciliation
Every month, WebRun compares your outstanding checks in QuickBooks against the bank statement, confirms which are truly uncashed, and updates Simple Escheat so only real unclaimed property stays on the list.
Automated TP Legislation Change Alerts
Every morning, WebRun checks Exactera for transfer pricing legislation changes, matches each to the countries you file in, and posts the affected files to Slack.
Automated 1031 Exchange Agreement Drafts
For each confirmed exchange, WebRun assembles the agreement package in Accruit Exchange Manager Pro, prepares a DocuSign envelope for the taxpayer, and drafts a cover note in Outlook, leaving everything queued for a facilitator to send.
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