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.
Epos Now Refund Exception Monitoring
Every morning, WebRun reviews yesterday's Epos Now refunds, identifies any that breach your rules on value or frequency, and posts a flagged list to Slack for manager follow-up.
Automated Lavu POS Staff Shift Coverage Alerts
Every morning, WebRun checks your schedule in Google Calendar against the Lavu employee roster, spots any shift with no confirmed staff coverage, and sends a Slack alert to the manager so gaps are filled before service.
Heartland POS Automated Review Request Texts
Every morning, WebRun finds customers who completed a transaction in Heartland yesterday, drafts a polite review request for each, and queues the messages in Twilio for your approval before any text is sent.
NCR Aloha Automated Guest Review Request Drafts
After each service period, WebRun reads completed checks in NCR Aloha, drafts a review request SMS via Twilio for guests who opted in, and queues each one for your manager to approve before sending.
Revel Systems Automated Review Request Drafts
Every day, WebRun identifies recent high-value or high-satisfaction Revel transactions and drafts a personalized review request message for each customer, ready for your approval before anything is sent.
SpotOn Automated Guest Review Request Drafts
After each shift, WebRun identifies guests with high-spend or return visits from SpotOn loyalty data and drafts a personalized review-request message for your team to approve before it reaches anyone.
TouchBistro Automated Guest Review Request SMS
After every shift, WebRun identifies guests with high satisfaction scores in TouchBistro, drafts a review-request SMS for each, and queues the messages for your approval.
Aplos Automated Nonprofit Client Onboarding Setup
When a new nonprofit client is signed, WebRun opens Aplos, sets up the initial chart of accounts and fund structure, creates the first budget period, and sends your team a setup checklist via Slack.
Addepar Capital Call Commitment Chaser
Every Monday, WebRun checks Addepar for capital call subscriptions that are past their funding deadline, drafts chase emails to the relevant counterparties, and posts an overdue list to Slack for your team.
Automated Leapfin Revenue Schedule Onboarding
When a new customer contract is signed, WebRun opens Leapfin to create the revenue schedule, posts a kickoff checklist to Slack, and adds a calendar milestone for the first recognition date.
Unit21 Automated KYC Onboarding Kickoff
When a new entity is created in Unit21, WebRun reads the profile, creates the KYC onboarding checklist in Google Sheets, and posts an internal kickoff notice to the compliance Slack channel so the team can start CDD without delay.
Automated Grant Application Document Collection
WebRun scans Submittable for incomplete applications, identifies what each applicant is still missing, and drafts a polite follow-up request for your review before it is sent.
Automated Fractional CFO Client Onboarding Kickoff
When a new fractional CFO engagement is confirmed, WebRun creates the client entity in Fathom, sets up a Google Sheet tracker, drafts the welcome and document-request email for your review, and posts the kickoff checklist to Slack.
BizEquity Automated Client Onboarding Kickoff
When a new client engagement is created in BizEquity, WebRun sets up the document checklist, creates a shared tracking sheet, and prepares the welcome email for advisor review so onboarding starts within minutes of signing.
Avalara Sales Tax Reconciliation Automation
WebRun pulls collected tax totals from Avalara and compares them to remitted amounts in QuickBooks, then posts a reconciliation digest to Slack so variances surface before they become audit risks.
Neo.Tax Automated R&D Engagement Invoice Chaser
WebRun checks QuickBooks for unpaid invoices on R&D tax credit engagements, cross-references them with Neo.Tax study status, and drafts polite payment reminders for manager review before anything is sent to clients.
Automated LTC Pharmacy Facility Balance Chasing
Every week, WebRun opens FrameworkLTC, pulls outstanding account balances for each nursing facility, sorts them by age and amount, and drafts collection reminder communications for your billing team to review and send.
Automated Anesthesia Prior Auth Tracking
Every morning, WebRun reviews your scheduled anesthesia cases, checks each case for a valid prior authorization, flags any missing or expiring within 5 days, and posts a follow-up list to your scheduling team so no case is canceled for missing auth.
Automated RamSoft Referring Facility Onboarding
When a new referring facility is added to RamSoft, WebRun collects the required documents, sets up the provider record, and sends the credentialing team a checklist so the facility is reading-ready within days, not weeks.
Automated Midwife Utilization Digest for Birth Centers
Every week, WebRun pulls visit counts and scheduled hours from Maternity Neighborhood for each midwife, summarizes caseload distribution in a Google Sheet, and posts a utilization digest to Slack for practice leadership.
Healthy Roster Automated Referral Tracking
WebRun monitors open referrals logged in Healthy Roster, checks which ones are still awaiting a return report, and posts a weekly digest so the athletic trainer can follow up before any athlete falls through the gap.
Automated Occupational Health Recall Reminders
Every morning, WebRun checks Enterprise Health for employees whose periodic surveillance exams are due in the next 30 days, then drafts recall notices for clinic staff to review and send.
Azara DRVS Automated Referral Tracking Digest
Every week, WebRun reviews open referrals in Azara DRVS, identifies those with no follow-up received, and posts a chase list to care coordinators so no specialist referral falls through the cracks.
TDO Software Automated Referral Tracking
Every morning, WebRun opens TDO Software, finds new and completed referrals, and sends your front desk a ready-to-review report so no referring doctor goes unthanked.
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