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 Farm Input Purchase Entry
When a supplier invoice lands in Gmail, WebRun reads the seed, chemical, and fertilizer lines, records the purchase in Traction Ag against the right field and crop, and posts the team a Slack note of what was logged.
Automated Restaurant365 Invoice Capture
Every morning, WebRun reads new vendor invoice PDFs in Gmail, enters each one into Restaurant365 AP with the vendor, GL account, and location filled in, and posts you a Slack summary of what was captured.
MenuMetric Automated F&I Deal Intake
WebRun watches for deals the sales desk marks ready, pulls the buyer, vehicle, and deal structure from MenuMetric, logs a clean intake row to Google Sheets, and books the next open F&I slot on Google Calendar so the customer is queued and prepped.
Automated Division Order Owner Intake
When a new well comes online, WebRun reads the signed division order, sets up each working and royalty interest owner in Petrofly, logs the decimal interests to a Google Sheet, and drafts a welcome note to each owner for your review.
Automated Chargeback Intake Alerts
Every few hours, WebRun checks Chargeflow and Stripe for new chargebacks, opens a case for each with the amount and reason code, and posts your team a short Slack list of what just came in.
Automated Uncashed Check Escheat Import
Every week, WebRun opens QuickBooks, finds the AP checks that are still uncashed past your stale-date window, and imports each one into Simple Escheat as unclaimed property so nothing is missed at filing time.
Automated Intercompany Transaction Intake
Every week, WebRun exports intercompany transactions from NetSuite, loads them into Exactera as tested transactions, and posts a short intake summary to Slack.
Automated Accruit Exchange File Intake
When a settlement agent emails a new relinquished-property sale, WebRun reads the closing details, opens a matching exchange file in Accruit Exchange Manager Pro, and logs the new matter to a Google Sheet intake log.
Automated KBKG Study Intake From Closings
When a property closing packet lands in Drive, WebRun reads the settlement statement, opens a new KBKG study with the basis and address filled in, and tells your team it is ready.
Automated Concrete Ticket Sync
Every few minutes, WebRun reads new batch tickets from CommandBatch, matches each to its order in Dispatch360, and writes a clean delivery record with mix, yardage, and load time.
Trux Automated Aggregate Load Dispatch
Every morning, WebRun reads the day's aggregate orders in Trux, stacks loads by plant, material, and jobsite, builds a hauler run sheet in Google Sheets, and posts the dispatch board to Slack.
Automated Field Ticket Geofence Approval
Every hour, WebRun reviews new Engage Mobilize field tickets, checks the GPS geofence entry and exit timestamps against contract, and approves the clean ones while queueing anything that does not line up for a human.
Deliveright Automated Pre-Delivery Texts
WebRun reads each stop's live ETA in Deliveright, drafts a friendly 30 minute pre-arrival text per consignee, and queues it in Twilio for a dispatcher to send.
Highway Automated Carrier Identity Checks
Before a load goes out, WebRun checks the assigned carrier's identity and authority in Highway, holds any tender that fails, and posts your dispatch team a Slack go or no-go with the reason.
Automated M2X Pen Load Planning
WebRun reads each confirmed booking in M2X, works out a compartment loading plan from the head count and animal type, writes it to a Google Sheet, and posts the day's load plan to Slack for dispatch.
Automated Food-Grade Wash Certificates
When a food-grade wash cycle closes in TankSoft Pro, WebRun builds the wash certificate from the ticket, files it to a Google Sheets register, and posts the bay team a confirmation in Slack.
Automated Container M&R Estimate Routing
WebRun pulls each new M&R estimate from MRI Intermodal Software, drafts a clear approval email to the container principal, and posts the depot team a Slack list of estimates still waiting on a decision.
Automated STAT Specimen Dispatch
When a STAT pickup lands in CXT Software, WebRun finds the closest available driver, proposes the assignment, and queues a dispatch text for your coordinator to approve before it goes out.
Automated Reefer Setpoint Deviation Alerts
WebRun watches every reefer in Fleet.Net, catches any trailer whose temperature drifts off its setpoint, logs the excursion to a Google Sheet, and drafts an SMS to dispatch for one tap to send.
BeyondTrucks Automated Tank-Level Dispatch
WebRun watches your customer tank-level feeds in BeyondTrucks, works out which sites need a refill soon, drafts the load assignments, and posts your dispatch team a ranked run list to approve.
Automated RightEye Athlete Intake Setup
WebRun reads each new athlete intake in Typeform, sets up their record and a Sports Vision EyeQ baseline in RightEye, and logs the roster in a Google Sheet so every new athlete is ready to assess.
Automated MilkNotes New Client Intake
When a new consult is booked, WebRun opens the client in MilkNotes, drafts a warm welcome and intake request in Gmail, and posts you a heads-up in Slack so nothing slips before the first visit.
Automated Vision Therapy Intake
WebRun reads each new vision therapy evaluation request, gathers the intake details and referral notes, opens a patient record in Sanet Vision Integrator, and drafts an intake confirmation for your team to review before it reaches the family.
Automated Lymphedema Referral Intake
WebRun reads new lymphedema referral emails, pulls the patient and referring provider details into a Google Sheet, and cross-checks each new patient against LymphaTech so your intake coordinator starts the day with a clean worklist.
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