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 Embroidery Order Status Emails
Every morning, WebRun reviews open embroidery work orders in The Uniform Solution and drafts a status email to each customer whose order is due or delayed, ready for you to send.
Runit Automated Special Order Pickup Alerts
When a special order lands, WebRun matches it to the customer in Runit and drafts a friendly pickup message in Gmail, held for a staffer to approve before it sends.
Automated Block of the Month Reminders
Each month, WebRun opens Like Sew, finds Block of the Month members due to be billed, and drafts each a friendly heads-up email for you to approve before it sends.
Automated Comic Shipment Reconciliation
Each new-comic-day, WebRun compares the titles received in Nerdslice against the distributor invoice, logs every shortage, overage, and damage to Google Sheets, and posts a reconciliation digest to Slack so nothing on the invoice slips through unbilled.
Ordorite Automated Special-Order Tracking
Every morning, WebRun reviews open special orders in Ordorite, flags any whose supplier ETA has slipped or is missing, and posts your team a clear Slack watchlist.
Automated Vinyl Trade-In Pricing
When a customer brings in records to sell, WebRun looks up each title's recent Discogs sold prices and your Common Ground stock, then builds a Google Sheet with a suggested buy and resale price per record for your buyer to approve.
Automated FFL Acquisition Reconciliation
Every morning, WebRun matches yesterday's RSR Group receipts against the acquisitions logged in FastBound, logs any mismatches to a Google Sheet, and flags gaps for your staff to correct.
Cigars POS Automated Aging Stock Report
WebRun reviews Cigars POS each week for premium boxes and bundles sitting in the humidor past a set age, logs their age and tied-up value to a Google Sheet, and posts a Slack digest so you can move or feature slow aging stock.
Automated BridalLive Special Order Tracking
WebRun reviews your BridalLive special orders each morning, compares each gown's promised ship date against its wedding date, logs the status to a Google Sheet, and posts your team a Slack list of orders slipping toward the danger zone.
Tint Wiz Automatic Appointment Reminders
WebRun watches your Tint Wiz calendar, mirrors each booked install to Google Calendar, and drafts a confirmation plus 24 hour and 1 hour reminders by text so customers show up and your bays stay full.
Automated Facade Inspection Lead Intake
WebRun reads new facade inspection enquiries from your inbox, opens a starter estimate in ScopeTakeoff for each, and logs the lead to a Google Sheet so nothing slips.
Automated Drywall Material Order Drafts
When a drywall takeoff is complete in The EDGE, WebRun reads the board counts by type, builds a supplier order request, and drafts it for your review so nothing is ordered without a human check.
Automated CoatingOS Deposit Scheduling
WebRun watches Square for new coating deposits, pulls the matching job from CoatingOS, holds an install slot on your calendar, and drafts a confirmation text for the homeowner to approve.
Automated Grease-Trap Waste Manifests
After each shift, WebRun reads the day's completed grease trap jobs in Tank Track, builds a clean waste manifest record for every one with gallons pumped and disposal site, logs them to a Google Sheet, and posts your office a Slack summary.
Automated Cabling Drop Count Material List
After a SureCount takeoff, WebRun reads the drop counts and device symbols from your Conest IntelliBid estimate, builds a clean cable and hardware material list in a Google Sheet, and posts your PM a Slack summary of quantities by area.
Automated Fire Deficiency Repair Quotes
After each inspection, WebRun reads the deficiencies logged in Uptick, builds a priced repair quote for the property, saves the backup to Google Drive, and pings your service coordinator to review before it goes out.
Automated Sealcoat Rebooking Outreach
WebRun finds past parking-lot customers in Bitumio who are due for remaintenance, drafts a personal text for each, and logs the rebooking list to a sheet.
FieldGroove Automated Crew Scheduling
Every morning, WebRun reads today's FieldGroove jobs, groups them by crew into a sensible drive order, writes it to a shared sheet, and posts each crew their run in Telegram.
Automated Crane Repair Quote Drafts
After each inspection, WebRun reads the critical deficiencies InspectAll flagged, builds a priced repair quote in QuickBooks, and drafts a customer email for your service manager to review before it goes out.
Automated FIELDBOSS PM Visit Scheduling
Each month, WebRun reads every FIELDBOSS maintenance contract, works out which units are due, and drafts a proposed PM visit schedule for your dispatcher to confirm.
EXEMPTAX Automated Certificate Collection
Each week, WebRun pulls the NetSuite customers with no valid resale certificate, opens EXEMPTAX to queue a guided collection request for each, drafts a Mailchimp campaign to invite them, and leaves the campaign unscheduled for review.
Automated Comp Plan Signature Reminders
WebRun checks which reps still owe a signed comp plan in DocuSign, drafts a polite reminder to each, and posts finance a list of who has signed and who has not.
Automated Landlord W-9 and Lease Chasing
Each week, WebRun opens Traction Ag, finds the landlords missing a signed land agreement or a W-9, drafts a friendly request to each, leaves it unsent for review, and posts the team a Slack list of who is still outstanding.
Automated Restaurant365 Vendor Onboarding
When you open a new restaurant, WebRun reads the vendor list from a Google Sheet, drafts each supplier as a vendor record in Restaurant365 with terms and GL defaults, and posts you a Slack checklist of what still needs a number or a W-9.
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