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 Ocean Freight Invoice Chaser
WebRun checks your freight invoice register each week, finds invoices approaching or past their due date, matches them against delivered containers in Terminal49, and drafts chaser emails to carriers or forwarders for your review.
Automated Vanta vCISO Lead Intake Routing
When a new prospect fills out your intake form, WebRun reads their compliance scope in Vanta, scores the opportunity, and routes them to the right vCISO advisor in Slack.
FranConnect Franchisee Performance Coaching Pipeline
Every week, WebRun pulls FranConnect performance data for every franchisee in a performance improvement plan or below-average status and posts a pipeline digest to your operations team so coaching resources go to the right locations.
Automated Avionte Job Order Lead Routing
When a new client inquiry or job-order lead arrives, WebRun reads it in Avionte, scores it by vertical and volume, and routes it to the right recruiter with a Slack alert.
iClassPro Automatic Trial Inquiry Routing
When a parent submits a trial inquiry, WebRun reads the child's age and interest in iClassPro, finds the best-fit class opening, and notifies the right coach in Slack so no lead waits more than a few minutes.
Cents Automated Laundromat Order Routing to Staff
When a new pickup/delivery or wash-dry-fold order arrives in Cents, WebRun reads the order details, assigns it to the right driver or attendant based on your routing rules, and notifies them instantly via Slack.
365 Retail Markets New Location Launch Checklist
When a new location is being opened, WebRun works through the setup checklist in 365 Retail Markets ADM, confirms kiosk configuration, product loading, planogram setup, and loyalty enrollment, and posts a completion status to Slack so nothing is missed before go-live.
SwiftComply Automated Backflow Lead Routing
When a new backflow testing inquiry comes in, WebRun reads the service address, checks which certified tester covers that area, and routes the lead to the right person in Slack so no inquiry sits unassigned.
Automated O'Neil Stratus Daily Job Status Digest
Every morning, WebRun reads all open pickup, retrieval, and destruction jobs in O'Neil Stratus and posts a prioritized daily status digest to your operations team in Slack.
Automated Buildertrend Daily Job Status Digest
Every morning, WebRun pulls the current schedule, open tasks, and pending change orders from Buildertrend for every active job, and posts a clear status digest to Slack so your team starts the day aligned.
Buildout Automated Daily Deal Status Digest
Every morning, WebRun opens Buildout, pulls the status of every active deal, and posts a concise digest to Slack so your brokerage team knows exactly where each transaction stands.
Oracle MICROS Simphony Price Change Rollout
When you trigger a price or menu update, WebRun walks through Oracle MICROS Simphony property by property, applies the approved changes, verifies each location is live, and logs a completion checklist to Google Sheets so nothing is missed.
Automated talech Price Change Rollout
When you upload a price-change list, WebRun updates each item in talech, verifies the new prices were saved, and sends you a completion checklist in Google Sheets showing what changed and what needs a manual fix.
Automated GoTab Refund Exception Flags
WebRun checks GoTab for refunds processed in the prior 24 hours, flags any that exceed your threshold or lack a reason code, and logs them for manager review.
Automated Epos Now Online Order Routing
When a new online order arrives in Epos Now, WebRun reads the order details, decides the fulfilment route based on your rules, and posts the job to the right team channel in Slack.
Automated Lavu POS Refund Exception Flags
Every morning, WebRun scans Lavu's refund log for the previous day, identifies any refund above your threshold or processed outside normal hours, and posts a flagged list to Slack for the manager to review.
Heartland POS Bulk Price Change Rollout Automation
When you trigger a price-change rollout, WebRun reads your updated price list, applies each change to the correct items in Heartland, and logs every update so you have a full audit trail.
NCR Aloha Automated Online Order Routing
When an online order lands in NCR Aloha, WebRun reads the order type and contents, routes it to the correct kitchen station or delivery queue, and sends a confirmation to your ops Slack channel.
Revel Systems Multi-Location Price Change Rollout
When you trigger a price change run, WebRun works through every affected item in Revel Systems across each location, updates the price, and posts a completion checklist so you can confirm everything went through correctly.
SpotOn Refund Exception Monitoring Automation
Every morning, WebRun reviews the previous day's refund activity in SpotOn, compares it to your historical baseline, flags anything outside the normal range, and posts an exception report to Slack for manager review.
TouchBistro Automated Price Change Rollout Checklist
When you upload a price change list, WebRun walks through each item in TouchBistro, verifies the update, and posts a completion checklist to Slack so nothing is missed.
Aplos Automated Grant Document Collection Chaser
Every week, WebRun checks Aplos for grants and donations that are missing required supporting documents such as grant agreements, W-9s, or acknowledgment letters, and drafts a collection request for each.
Addepar Data Quality Exception Monitoring
Every morning, WebRun scans Addepar for stale prices, missing valuations, and data anomalies across all accounts, then posts an exception list to Slack so your team can resolve issues before client reports run.
Automated Revenue Documentation Collection Chaser
Before month-end, WebRun checks Leapfin for recognized revenue lines missing supporting contracts or order forms, and drafts a request to the right team member for each gap.
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