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 Avionte Client Review Request Drafts
After a placement completes its first billing cycle in Avionte, WebRun drafts a satisfaction review request email to the client contact in Gmail for your account manager to review and send.
iClassPro Automated Class Booking Confirmations
When a student is enrolled in a new class or a makeup is booked in iClassPro, WebRun drafts a confirmation message with the class details and sends a Slack heads-up to the front desk so everyone is aligned.
Automated Laundromat Supplier Invoice Chasing
WebRun checks your QuickBooks payables weekly for overdue supplier invoices related to laundromat supplies and equipment service, drafts a payment-chase email for each, and queues them in Gmail for your approval before sending.
Automated Micro Market Supplier Invoice Chaser
Every Monday, WebRun cross-references your supplier invoices in QuickBooks against purchase orders logged in 365 Retail Markets ADM, flags overdue or unmatched bills, and sends a payables digest to your finance team in Slack.
SwiftComply Automated Test Report Submission Drafts
After a tester completes a job, WebRun pulls the results from SwiftComply, assembles the water authority report, and queues it as a draft for a final review before anything is submitted to the regulator.
Automated Shredding Service Reminders for Clients
Before each recurring pickup or destruction service, WebRun drafts a reminder for each client so they can prepare their consoles and containers in time.
Automated Buildertrend Warranty Service Reminders
On a set schedule, WebRun checks Buildertrend for open punch-list items and upcoming warranty service windows, drafts reminder messages for each homeowner in Gmail, and queues them for your team to review before sending.
Buildout Automated Tenant Prospect Nurture Reminders
WebRun checks Buildout for contacts due for a scheduled touchpoint, drafts a personalized check-in for each one, and adds a Mailchimp nurture step so no relationship goes cold.
Oracle MICROS Simphony Supplier Invoice Chaser
Every week, WebRun matches Oracle MICROS Simphony purchase orders against invoices recorded in QuickBooks, identifies unmatched or overdue supplier invoices, and drafts a polite chaser email to each supplier for your review.
Automated talech Supplier Invoice Chaser
Every week, WebRun matches your talech purchase orders against open supplier invoices in QuickBooks, finds gaps, and drafts a chaser email for any invoice that is overdue.
Automated GoTab Weekly Top-Sellers Report
Every Monday, WebRun pulls the prior week's GoTab sales ranked by item, category, and server, and posts the top performers to your management Slack channel.
Automated Epos Now Shift Coverage Monitoring
Every morning, WebRun checks yesterday's Epos Now staff clock-in data against the scheduled shift roster and posts a Slack alert for any gap or unexpected absence so managers can react quickly.
Automated Lavu POS Weekly Top-Seller Report
Every Monday, WebRun reads the previous week's item-level sales from Lavu, ranks your top sellers by revenue and quantity, and delivers the ranked list to Google Sheets for menu planning.
Heartland POS Supplier Invoice Follow-Up Automation
Every Monday, WebRun cross-references Heartland purchase orders against outstanding supplier invoices in QuickBooks, flags any that are overdue, and drafts a follow-up email for your review.
NCR Aloha Automated Supplier Invoice Chaser
Every week, WebRun checks NCR Aloha purchase records against QuickBooks, identifies supplier invoices that are overdue or unmatched, and drafts a chaser email to each vendor for your review.
Revel Systems Supplier Invoice Chaser Automation
Every week, WebRun checks Revel Systems for purchase orders without a matching received invoice, identifies what is overdue, and drafts a polite chaser email to each supplier for your review.
SpotOn Supplier Invoice Follow-Up Automation
Every Monday, WebRun checks your overdue supplier invoices in QuickBooks, cross-references them with SpotOn purchase history, and drafts polite follow-up emails to each vendor for your review.
Restaurant Supplier Invoice Chaser Automation
Every Monday, WebRun checks your overdue supplier invoices in QuickBooks, drafts polite chasers for review, and logs outstanding balances to Google Sheets.
Aplos Automated Fund Reconciliation Digest
At month-end, WebRun opens Aplos, compares each fund's general ledger balance against bank transactions, flags unreconciled items, and posts a clean digest to your finance Slack channel.
Addepar NAV Change Notice Drafts Automation
When Addepar records a significant NAV change or distribution rate update for a private fund, WebRun drafts a notice for each affected entity and routes it for your approval before any communication goes to the family.
Automated Leapfin Revenue Reconciliation Digest
Every morning, WebRun pulls reconciliation results from Leapfin, compares them against Stripe settlements, and posts a clean digest to your accounting Slack channel.
Automated AML Regulatory Filing Deadline Reminders
When a regulatory reporting deadline approaches in your compliance calendar, WebRun reads the filing requirements, drafts a reminder notice for the responsible officer, and queues it for review in Gmail so nothing is filed late.
Automated Grantee Payment Request Follow-Up
WebRun identifies grantees who have not submitted payment requests or drawdown documentation on time, logs each case, and drafts a follow-up for your team to approve before sending.
Automated Month-End Reconciliation Digest for CFOs
At month-end, WebRun opens Fathom for each client entity, checks that all payments are reconciled in Xero, flags any unreconciled items, and posts a clean reconciliation status digest to Slack.
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