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.
Buildout Automated LOI Document Collection Chaser
WebRun checks Buildout for deals awaiting an LOI, PSA, or financial package, and drafts a polite follow-up to each counterparty so your pipeline never stalls waiting for paperwork.
Oracle MICROS Simphony Loyalty Win-Back Emails
Every week, WebRun finds loyalty program members who have not visited in 60 days using Oracle MICROS Simphony data, and drafts a personalized win-back email for your marketing team to review and send.
Automated talech Loyalty Win-Back Drafts
Every week, WebRun finds loyalty members in talech who have not visited in 60 days or more, and drafts a personalized win-back email in Mailchimp for your approval before sending.
Automated GoTab Guest Win-Back Campaign Drafts
WebRun identifies guests who have not visited in 60 days based on GoTab tab history, and drafts a personalized win-back offer email via Mailchimp for your team to review before sending.
Automated Epos Now Loyalty Win-Back Drafts
Every week, WebRun identifies loyalty customers who have not visited in 60 days, drafts a personalised win-back email for each, and leaves the drafts in Mailchimp for your review before sending.
Automated Lavu POS Loyalty Win-Back Email Drafts
Every week, WebRun finds loyalty members in Lavu who have not visited in over 60 days, drafts a personalized win-back offer email for each, and queues the drafts for the manager to review before any message goes out.
Heartland POS Loyalty Win-Back Email Drafts
Every week, WebRun finds loyalty members who have not visited in 60 days, drafts a personalized win-back email for each one, and queues the drafts in Mailchimp for your review before sending.
NCR Aloha Automated Loyalty Win-Back Drafts
Every week, WebRun identifies loyalty members in NCR Aloha who have not visited in 60 or more days and drafts a win-back email or SMS via Mailchimp for your review before anything is sent.
Revel Systems Loyalty Win-Back Campaign Drafts
Every week, WebRun identifies loyalty customers in Revel Systems who have not visited in 60 or more days, and drafts a personalized win-back email for each one, ready for your review and send.
SpotOn Loyalty Win-Back Campaign Automation
Every week, WebRun identifies SpotOn loyalty members who have not visited in 60 or more days, segments them by spend tier, and drafts a personalized win-back offer for your review before any message is sent.
TouchBistro Automated Loyalty Win-Back Campaigns
Every week, WebRun finds loyalty guests who have not visited in 60 days, drafts a personalized win-back offer for each, and queues the messages for your approval.
Aplos Automated Donation Entry From Email
When a donation confirmation or grant award email arrives, WebRun reads the amount, donor, and fund designation, then creates the transaction record in Aplos so nothing is entered manually.
Addepar LP Email Data Entry Automation
When a fund administrator sends a capital call notice, distribution notice, or LP report by email, WebRun extracts the key data fields and logs them into Addepar so your records stay current without manual entry.
Automated Leapfin Revenue Schedule Entry From Email
When a new contract email arrives in Gmail, WebRun extracts the key terms and opens Leapfin to create a draft revenue schedule entry for your accountant to review.
Automated AML Alert Email Ingestion into Unit21
When an external AML alert, law enforcement referral, or 314a inquiry arrives in your compliance inbox, WebRun reads the email, extracts the key details, and creates a structured entity record or case in Unit21 so nothing is manually re-keyed.
Automated Grant Delinquency Risk Worklist
WebRun reviews active awards in Submittable for delinquency signals such as missing reports, late drawdowns, or no activity, and builds a weekly risk worklist for your grants team to act on.
Automated CFO Cash Flow Data Entry From Client Emails
When a client emails bank statements, payroll runs, or cash balance updates, WebRun reads the figures from the email or attachment summary, logs them into your Google Sheet cash flow tracker, and updates the corresponding Fathom forecast model.
BizEquity Automated Financial Data Entry From Email
When a client emails financial statements or data sheets, WebRun reads the key figures and enters them into the correct BizEquity engagement fields, saving advisors from manual copy-and-paste.
Avalara Automated Exemption Certificate Collection
WebRun checks Avalara for exempt customers with missing or expired certificates, then drafts a collection email to each for your review before anything is sent.
Neo.Tax Automated R&D Engagement Risk Worklist
WebRun scans Neo.Tax for engagements showing stall signals such as missing data, overdue document submissions, or long gaps since last activity, and builds a weekly risk worklist in Google Sheets for your team to action.
Automated LTC Pharmacy Cycle Fill Prep
Every cycle, WebRun opens FrameworkLTC, pulls the active resident medication list for each facility, flags missing refill authorizations and short-supply items, and posts your pharmacy team a ready-to-work prep checklist before the dispensing window opens.
Automated Anesthesia Facility Coverage Confirmation
Every morning, WebRun checks the next day's anesthesia coverage schedule in Graphium Health, confirms each OR location has a provider assigned, flags any unassigned rooms or gaps, and posts a coverage confirmation to your scheduling director.
Automated RamSoft Patient Eligibility Verification
Every evening, WebRun opens RamSoft's eligibility and pre-authorization module, runs verification checks on the next day's scheduled patients, and posts a results worklist to your front-desk team so coverage issues are resolved before the patient arrives.
Automated Birth Center New Client Intake Chaser
When a new client record is created in Maternity Neighborhood without a complete intake form, WebRun flags the gap, drafts a follow-up prompt for staff review, and logs the open item until the form is received.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.