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 F&I Funding Document Collection
WebRun checks each pending deal in MenuMetric against the funding document checklist, drafts a polite request in Gmail for whatever the buyer still owes, and keeps a Google Sheets tracker of which deals are blocked and the documents each is waiting on.
Automated Lease Document Collection
Each week, WebRun checks Petrofly for properties missing a lease, deed, or ownership document, drafts a request to the operator or landman for each gap, leaves it unsent for review, and posts the team a Slack list of what is still outstanding.
Automated Chargeback Evidence Collection
For each open chargeback, WebRun pulls the matching Shopify order, tracking, and delivery proof into an evidence sheet so your rebuttals are ready to build.
Shopify›
Automated Dormant Property Detection
Every week, WebRun opens Simple Escheat, checks each open property against its state dormancy period, lists everything now past the threshold, and gives you a clean workbook of what is ready to escheat.
Automated Benchmarking Financials Collection
Every month, WebRun pulls each tested entity's financials from NetSuite, files them in Exactera against the right benchmarking study, and saves a copy to SharePoint.
Automated 1031 Party Detail Collection
For each new exchange, WebRun checks Accruit Exchange Manager Pro for missing taxpayer and settlement-agent details, drafts a short request email in Outlook, and queues a DocuSign intake form, leaving both for a facilitator to send.
Automated Cost Seg Document Collection
WebRun checks each open KBKG study for missing basis and appraisal documents, drafts a polite request to the client for what is outstanding, and logs the gaps in a tracker.
Automated Concrete eTicket QC Capture
On each delivery, WebRun records the jobsite water added and drum rotation counts on the Dispatch360 eTicket, then flags any load that went past its allowed water or turns for a QC reviewer.
Trux Automated Scale E-Ticket Generation
When a truck loads out at the scale, WebRun reads the weigh data in Trux, builds a complete e-ticket, logs it in Google Sheets, and drafts the ticket email to the contractor for your approval.
Automated SCADA Water Haul Scheduling
Every few minutes, WebRun reads SCADA tank levels, finds tanks nearing capacity, and creates optimally timed water-haul orders in Engage Mobilize so trucks roll before a tank tops out.
Deliveright Automated Damage Issue Logging
WebRun pulls handoff damage photos and crew notes from Deliveright, files them in a Google Sheet as a numbered issue, and pings the claims channel in Slack.
Highway Automated FMCSA Change Alerts
WebRun watches your active carriers in Highway for FMCSA contact-detail changes, a classic identity-theft signal, and sends your risk team an instant Telegram alert naming the carrier and what changed.
Automated M2X Weight-Restriction Routing
WebRun reads each planned load in M2X, checks the gross weight against weight-restricted roads and bridges on the route, flags any conflict in a Google Sheet, and posts a routing warning to dispatch in Slack.
Automated Carrier Wash Ticket and EIC Notices
When a wash ticket closes in TankSoft Pro, WebRun drafts an email to the carrier with the wash ticket and its EIC code, leaves it unsent for review, and logs each one in Slack.
Automated Container Gate-In Notices
WebRun watches gate-in activity in MRI Intermodal Software, logs each returned container to a Google Sheet, and drafts a notice to the lessor that their unit has arrived and is queued for inspection.
Automated Chain of Custody Lab Alerts
When a driver scans a specimen barcode in CXT Software, WebRun records the chain-of-custody handoff, logs it to a sheet, and drafts a status text to the receiving lab for your team to approve.
Automated Cold Chain Delivery Logs
When a reefer load is delivered, WebRun pulls the full temperature history from Fleet.Net, saves the log to a Google Sheet, and drafts a branded email to the shipper for you to review before it goes out.
BeyondTrucks Automated Trailer Compatibility Check
WebRun reviews each planned bulk load in BeyondTrucks, checks the product against the assigned trailer's last contents and specs, logs any conflict to a Google Sheet, and warns dispatch on Telegram before the load leaves.
Automated Training Package Scheduling
WebRun reads each athlete's purchased training package in RightEye, blocks the full run of sessions on Google Calendar, and posts the schedule to Slack for a coach to confirm before invites go out.
Automated Lactation Visit Scheduling
Every morning, WebRun reads new Calendly bookings, files each one into the right MilkNotes client record as a prenatal or postpartum visit, and logs the day's schedule to a Google Sheet for your practice.
Automated Vision Therapy Package Scheduling
When a patient commits to a vision therapy package, WebRun reads the plan from Sanet Vision Integrator, lays out the weekly session block in Calendly, and drafts the Zoom links and welcome details for your team to review before sending.
LymphaTech Automated Garment Order Prep
After a LymphaTech scan is completed, WebRun reads the measurements, prepares the compression garment order with the right size and style, saves an order sheet to Google Drive, and posts your fitter in Slack to review and submit it.
Auditdata Automated Trial Return Reminders
Every morning, WebRun finds hearing aid trials nearing the end of their return period in Auditdata Manage, drafts a check in email for each patient, and logs the list so staff can approve outreach before the deadline.
Automated Optical Lab Job Status Updates
WebRun tracks each open lab job in Ocuco Innovations, and when a job moves to a new stage it drafts a status update email to the ordering optometry practice for your team to approve and send.
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