Templates
Workflow templates.
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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.
MAM Autopart Automated Vendor Price File Review
When a new vendor price file lands, WebRun compares it to your current buy prices in MAM Software Autopart, highlights the changes that affect your margin, and prepares a summary for your purchasing manager to review before any prices are updated.
DMSi Agility Automated Price List Update Rollout
When a supplier sends a new price list, WebRun compares it against current DMSi Agility costs, flags every SKU with a cost change, logs the delta in Google Sheets, and posts a review checklist to Slack so your pricing team can approve updates before any customer price changes.
Automated Fleet Maintenance and DOT Inspection Alerts
Every morning, WebRun opens J. J. Keller Encompass, finds every vehicle with a PM inspection, annual DOT inspection, or scheduled maintenance due within 14 days, and sends your fleet team a prioritized action list.
Automated Freight Factoring Invoice Follow-Up
WebRun opens OTR Solutions each morning, finds factored invoices past their payment window, and queues a polite collections follow-up for your accounts receivable team to review and send.
Labelmaster Automated Hazmat Load Status Digest
Every morning, WebRun pulls the current status of all in-transit dangerous goods shipments from Labelmaster DGIS and posts a concise load digest to your operations Slack channel.
Automated Ocean Freight Lane Capacity Digest
Every Monday, WebRun pulls shipment volume and transit time data from Terminal49 across your active trade lanes and posts a digest to Slack showing where capacity is tightening or transit times are slipping.
Automated vCISO Overdue Invoice Reminders
Every Monday, WebRun finds overdue invoices for compliance engagements in QuickBooks, checks the client's active Vanta program, and drafts a polite payment reminder for your review before sending.
FranConnect Brand Standard Failure Alerts
When FranConnect logs a brand standard failure or field audit exception, WebRun reads the details and immediately alerts your operations team so no incident goes unaddressed.
Automated Avionte Overdue Invoice Follow-Up
Every Monday, WebRun opens Avionte's billing module, finds invoices past due, and drafts a polite payment reminder email in Gmail for your accounts team to review and send to each client.
iClassPro Automated Tuition Overdue Reminders
Every Monday, WebRun opens iClassPro, finds families with overdue tuition balances, and drafts a polite payment reminder for each. Larger balances are flagged for staff review. A summary posts to Slack so the front desk knows who still owes.
Cents Automated Laundromat Refund Exception Flags
WebRun reviews all refunds and credits issued in Cents each day, flags any that exceed your threshold or lack a reason code, and logs them to Google Sheets with a Slack alert to your manager.
365 Retail Markets Automated Refund Exception Flags
Every night, WebRun scans refund and credit activity across all 365 Retail Markets kiosks, flags amounts above your cap or unusual patterns by location, and posts a refund exception digest to your finance team in Slack.
Automated Backflow Testing Invoice Chaser
Every Monday, WebRun checks QuickBooks for backflow testing invoices past due, cross-references the job against SwiftComply to confirm the test was completed, and drafts a polite payment reminder for each customer to review before sending.
Automated Records Management Lead Routing
When a new lead inquiry arrives, WebRun reads the service type and location, creates a prospect record in O'Neil Stratus, and routes the lead to the right sales rep in Slack.
Automated Buildertrend Lead Intake Routing
When a prospect submits an inquiry, WebRun reads their project type, location, and budget range in Buildertrend, scores the lead, and routes it to the right sales rep with a Slack ping so no opportunity sits idle.
Buildout Automated CRE Lead Intake Routing
When a new listing inquiry or tenant lead arrives, WebRun reads the property type, deal size, and geography, then routes it to the right broker in Buildout and pings the team in Slack.
Oracle MICROS Simphony Refund and Comp Exceptions
Every morning, WebRun reviews all refund and comp transactions posted in Oracle MICROS Simphony the prior day, flags amounts above policy thresholds, and sends your operations manager a Slack exception report for follow-up.
Automated talech Refund Exception Flags
Every morning, WebRun reviews the prior day's refunds in talech, flags any that exceed your threshold or lack a reason code, and sends a summary to the manager via Slack.
Automated GoTab Review Request Drafts
After a guest closes a GoTab tab above your satisfaction threshold, WebRun drafts a review request SMS for your team to approve and send, turning great visits into Google reviews.
Automated Epos Now Price Change Rollout
When you have a list of price changes to make, WebRun opens Epos Now Back Office, updates each product price, verifies the change, and logs every update to Google Sheets as a completed audit trail.
Automated Lavu POS Review Request Drafts
Every day, WebRun finds guests who completed a meal in Lavu the day before, drafts a personalized review request SMS for each, and queues the drafts for the manager to approve before anyone is contacted.
Heartland POS Refund Exception Monitoring
Every morning, WebRun reviews the prior day's refunds in Heartland, flags any that exceed your thresholds by amount or frequency, and posts a ranked exception report to Slack for your manager to review.
NCR Aloha Automated Refund and Comp Exception Flags
Every morning, WebRun scans NCR Aloha for refunds and comp exceptions from the prior day, flags any that exceed your thresholds or lack required authorization, and posts a summary to Slack for management review.
Revel Systems Refund Exception Monitoring Automation
Every day, WebRun reviews refund transactions in Revel Systems, identifies any that exceed your thresholds by amount or frequency, and posts a flagged exception report to Slack for management review.
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