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 O'Neil Stratus Quote Follow-Ups
WebRun finds quotes sent but not yet accepted in O'Neil Stratus, drafts a polite follow-up for each prospect, and logs the outreach in your pipeline tracker.
Automated Buildertrend Proposal Follow-Up Drafts
Every week, WebRun finds proposals sent in Buildertrend with no signed contract, drafts a polite follow-up for each prospect, and queues them in Gmail for your review before anything goes out.
Buildout Automated Property Tour Follow-Up Drafts
After a property tour is completed in Buildout, WebRun drafts a personalized follow-up for the prospect while the showing is still fresh, so brokers never miss the most important touchpoint.
Oracle MICROS Simphony Shift Coverage Alerts
Every morning, WebRun compares your scheduled labor in Oracle MICROS Simphony against sales forecasts, identifies any service period that is understaffed relative to projected covers, and sends your floor manager a Slack alert with time to act.
Automated talech Shift Coverage Alerts
Every morning, WebRun checks your upcoming talech schedule for shifts with no assigned staff member and posts an urgent coverage alert to your team's Slack channel.
Automated GoTab Supplier Invoice Chaser
WebRun checks your outstanding beverage and food supplier invoices, flags anything past due, and drafts a polite follow-up email to each supplier for your review.
Automated Epos Now Review Request SMS Drafts
Every evening, WebRun identifies that day's customers in Epos Now who spent above your threshold, drafts a review-request text for each, and queues the messages in Twilio for your approval before sending.
Automated Lavu POS Supplier Invoice Chaser
Every Monday, WebRun cross-references your Lavu purchase orders against invoices in QuickBooks, finds any supplier invoice that is overdue or missing, and drafts a follow-up email for each so nothing slips through.
Heartland POS Staff Shift Coverage Alerts
Every morning, WebRun checks Heartland for uncovered shifts in the next 48 hours, identifies which roles are short-staffed, and sends a coverage alert to the manager via Telegram so gaps get filled before the shift starts.
NCR Aloha Automated Shift Coverage Alerts
Every morning, WebRun checks NCR Aloha clock-in schedules for today's shifts, flags any uncovered positions, and posts a coverage alert to a manager Slack channel so you can find a fill before service starts.
Revel Systems Staff Shift Coverage Alerts
Every morning, WebRun reviews upcoming shifts in your Revel Systems schedule, identifies any role gaps or no-shows, and posts a coverage alert to Slack so your manager can find cover before service is affected.
SpotOn Staff Shift Coverage Alert Automation
Every morning, WebRun checks your upcoming shifts in SpotOn labor scheduling, finds any position without a confirmed worker, and sends a coverage alert to your Slack manager channel with enough lead time to act.
Restaurant Staff Shift Coverage Alerts Automation
Every morning, WebRun checks your upcoming shifts in Google Calendar against your TouchBistro floor plan and flags any gaps in coverage to Slack.
Aplos Automated Pledge Payment Chaser
Every Monday, WebRun opens Aplos, finds pledges and invoices past due, and drafts a polite reminder for each donor or vendor so your finance team can approve and send.
Addepar Daily Transaction Reconciliation Digest
Every morning, WebRun compares transactions posted in Addepar against custodian data and posts a reconciliation digest to Slack with any breaks highlighted for your operations team.
Automated Revenue Recognition AR Chase
Every morning, WebRun opens Leapfin, finds recognized revenue lines with overdue balances, and drafts a polite collection reminder for each customer for your review.
Unit21 Automated AML Remediation Action Chaser
WebRun checks Unit21 each morning for customers with open remediation actions that have passed their due date, ranks them by risk tier, and posts a prioritized chase list to the compliance Slack channel so nothing stays unresolved.
Automated Grant Awardee Onboarding Workflow
When Submittable records a new award decision, WebRun prepares the awardee onboarding checklist, drafts a welcome email for your team to approve, and creates a DocuSign grant agreement for signatures.
Automated Advisory Invoice Chasing for Fractional CFOs
WebRun finds unpaid advisory fee invoices in QuickBooks, checks the outstanding balance in Fathom, and drafts a polite follow-up for each overdue client for your review before sending.
BizEquity Automated Overdue Fee Chaser
Every Monday, WebRun checks QuickBooks for overdue invoices on valuation engagements, cross-checks against the BizEquity client list, drafts polite payment reminders for advisor review, and posts the outstanding fee list to Slack.
Avalara Sales Tax Rate Change Client Notices
WebRun checks Avalara for published rate changes effective in the next 60 days, maps each change to affected clients, and drafts a rate-change advisory email per client for your review before anything is sent.
Neo.Tax Automated Payroll Offset Reconciliation
Every month, WebRun cross-checks the payroll-tax-offset amounts calculated in Neo.Tax against credits applied in QuickBooks, flags mismatches, and posts a reconciliation digest to Slack for your team to review.
Automated LTC Pharmacy Cycle Fill Recovery Worklist
After each cycle fill run, WebRun checks FrameworkLTC for medication orders that were scheduled but not dispensed, identifies the reason for each gap, and posts a recovery worklist to your pharmacy team so every skipped fill is resolved before the next delivery.
Automated Anesthesia Provider Credential Expiry Tracking
Every Monday, WebRun checks your anesthesia providers' license, DEA, and ACLS certification expiry dates in Graphium Health and Google Sheets, flags anyone expiring within 90 days, and posts a renewal action list to your credentialing coordinator.
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