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
Ordorite Automated Floor-Model Reorder Alerts
Every morning, WebRun checks floor-model and display stock in Ordorite, logs what has run low or sold through in Google Sheets, and posts your buyer a Slack reorder shortlist.
Ordorite›Google Sheets›Slack
Automated Record Store Day Preorder Tracking
WebRun tallies your customer Record Store Day reservations, compares them against how many of each title you were allocated, and posts a Slack list of which RSD titles are oversubscribed and which still have copies to sell.
Common Ground›Google Sheets›Slack
Automated Consignment Payout Tracking
Every Monday, WebRun finds consignment firearms that have sold in FastBound, checks which sellers have been paid in QuickBooks, and posts your team a Slack list of the payouts still owed.
FastBound›QuickBooks›Slack
Cigars POS Automated Pre-order Arrival Alerts
WebRun watches Cigars POS for special-order and limited boxes that have just been received, matches each to the customers who pre-ordered, drafts a pickup notification in Klaviyo, and logs the matches to a Google Sheet.
Cigars POS›Klaviyo›Google Sheets
Automated Bridal Alteration Followup Drafts
WebRun reviews yesterday's completed fittings in BridalLive, drafts a personal follow-up email to each bride summarizing her pinned alterations, next fitting date, and balance, and leaves it in Gmail for you to approve before it goes out.
BridalLive›Gmail
Automatic Commercial Film Bid Intake
WebRun reads new commercial security film inquiries from Gmail, opens a structured job in Tint Wiz, logs each bid to a Google Sheet, and drafts a same-day acknowledgment so large opportunities never slip.
Tint Wiz›Gmail›Google Sheets
ScopeTakeoff Automated Scaffolding Scheduling
WebRun reads the start dates of your high-access ScopeTakeoff jobs, blocks the scaffolding rental window on Google Calendar, and reminds your team in Slack before each erect date.
ScopeTakeoff›Google Calendar›Slack
Automated Drywall Bid Invitation Intake
WebRun reads invitation-to-bid emails from general contractors, logs each one to your bid board with its due date and scope, and drafts a polite acknowledgement reply for your review so nothing slips past intake.
The EDGE by Estimating Edge›Gmail›Google Sheets
Automated Coating Before-After Recaps
WebRun finds jobs the crew just finished in CoatingOS, pulls the before-and-after photos from CompanyCam, and drafts a polished recap email for each homeowner to approve.
CoatingOS›CompanyCam›Gmail
Automated Grease-Trap Route Scheduling
Every morning, WebRun reads the day's scheduled grease trap jobs in Tank Track, orders them into an efficient route per driver with site notes and access details, puts each stop on Google Calendar, and sends the driver their run over Telegram.
Tank Track›Google Calendar›Telegram
Automated GC Bid Invitation Routing
WebRun reads incoming GC invitations to bid in Gmail, pulls the project, scope, and bid date, opens a matching estimate shell in Conest IntelliBid, and posts your team a Microsoft Teams note assigning it to the right estimator.
Conest IntelliBid›Gmail›Microsoft Teams
Automated Fire Pump Test Scheduling
Every morning, WebRun finds fire pumps due for their annual flow test in Uptick, holds a slot on your Google Calendar, and drafts a scheduling text to each property contact for you to approve.
Uptick›Google Calendar›Twilio
Automated Crew Route and Weather Planning
WebRun reads tomorrow's sealcoat and striping jobs from Bitumio, checks the forecast, orders each crew's stops into a sensible route, and posts the day plan.
Bitumio›Google Calendar›Slack
FieldGroove Automated Rebate Doc Collection
Every morning, WebRun checks which rebate jobs in FieldGroove are missing audit paperwork, drafts a request email and a signature packet for each homeowner, and posts what is still outstanding to Slack.
FieldGroove›Gmail›DocuSign›+1
Automated Load-Test Cert Tracking
Each week, WebRun checks InspectAll for hoist and crane load-test certificates that expire soon, logs them to a sheet, and drafts a renewal notice email for each customer for your team to review.
InspectAll›Google Sheets›Gmail
Automated Elevator Permit Expiry Tracker
Each week, WebRun checks FIELDBOSS for elevator operating permits nearing expiry, logs them to a sheet, and posts your compliance team a Slack list of what to renew.
FIELDBOSS›Google Sheets›Slack
EXEMPTAX Automated Back Collection Chasing
Each week, WebRun cross-checks Shopify exempt orders against EXEMPTAX, finds customers who bought tax-free with no certificate on file, and drafts a back-collection email to each, left unsent for review.
Shopify›EXEMPTAX›Gmail
Automated Commission Payout Statements
At period close, WebRun builds each rep's commission statement in QuotaPath, drafts the payout email to send, and posts finance a summary to approve before anything goes out.
QuotaPath›Gmail›Slack
Automated Landlord Rent Payment Prep
Each month, WebRun reads the cash rent and crop share owed in Traction Ag, drafts the matching bills and a payment run in QuickBooks, leaves them unpaid for approval, and posts you a Slack summary of who is due and how much.
Traction Ag›QuickBooks›Slack
Automated Restaurant Vendor Payment Runs
Every week, WebRun reviews approved AP bills due in Restaurant365, builds a proposed payment run staged in Ramp, leaves it queued but unsent, and posts you a Slack summary of who would be paid, how much, and from which account.
Restaurant365›Ramp›Slack
MenuMetric Automated F&I Menu Prep
WebRun reads the deal and vehicle details in MenuMetric, builds a compliant four column F&I product menu with the right eligible products and pricing, logs what it prepared to Google Sheets, and pings the F&I manager in Slack so the menu is ready to present.
MenuMetric›Google Sheets›Slack
Automated Joint Interest Billing Drafts
After the monthly close, WebRun pulls each working interest owner's share of well costs from Petrofly, builds a joint interest billing statement per owner in Excel, and drafts the cover email to each partner, leaving every statement and email unsent for your review.
Petrofly›Excel›Gmail
Automated Chargeback Rebuttal Drafts
For each dispute worth fighting, WebRun drafts a rebuttal letter and evidence package from your Shopify order data in Chargeflow, then leaves it unsent for a human to review and submit.
Chargeflow›Shopify›Gmail
Automated Due Diligence Letter Drafts
Ahead of each filing cycle, WebRun opens Simple Escheat, finds the owners who need a due diligence letter, drafts each one from your template, leaves them unsent for review, and posts the team a Slack list of who is being contacted.
Simple Escheat›Gmail›Slack

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