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.
365 Retail Markets Automated Daily Sales Digest
Every morning, WebRun pulls the previous day's sales from 365 Retail Markets ADM, summarises revenue and transaction counts by location, and posts a clean digest to Slack so operators start the day informed.
SwiftComply Automated Annual Test-Due Reminders
Every day, WebRun checks SwiftComply for devices whose annual test is coming due, drafts a reminder notice for each customer, and queues it for your review before anything is sent.
Automated Records Center Certification Expiry Tracking
WebRun monitors your NAID, AAA, and other facility and staff certifications, alerts your compliance team before anything expires, and logs the status in a shared tracker.
Automated Buildertrend Subcontractor Compliance Tracker
Every week, WebRun scans your subcontractor records in Buildertrend for licenses and insurance certificates expiring within 60 days and posts a renewal alert list to Slack so you never let a trade work uninsured.
Buildout Automated Broker License Expiry Tracking
WebRun tracks broker license expiry dates in Buildout and a connected spreadsheet, sends internal alerts before they lapse, and helps your managing broker stay ahead of every renewal.
Oracle MICROS Simphony Daily Sales Digest
Every morning, WebRun pulls the previous day's sales data from Oracle MICROS Simphony for every property, compiles a concise digest by location, and posts it to Slack so your team starts the day with a clear picture.
Automated talech Daily Sales Digest
Every evening, WebRun opens talech, pulls your day's net sales, transaction count, and top category totals, and posts a clean summary to your Slack channel.
Automated GoTab Daily Sales Digest
Every morning, WebRun opens GoTab, pulls the prior day's sales totals by location, category, and server, and posts a concise digest to your team Slack channel.
Automated Epos Now Daily Sales Digest
Every morning, WebRun opens Epos Now, pulls yesterday's sales totals, and posts a clean digest to Slack so your team starts the day with the full picture.
Automated Lavu POS Daily Sales Digest
Every morning, WebRun pulls the previous day's sales totals from Lavu, breaks them down by category and location, and posts a clean digest to Slack so your team starts the day informed.
Heartland POS Automatic Daily Sales Digest
Every morning, WebRun pulls the prior day's sales totals from Heartland, calculates gross, net, and average ticket, and posts a clean digest to your Slack channel.
NCR Aloha Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's sales totals from NCR Aloha and posts a clean digest to Slack so your management team starts the day with the numbers.
Automated Revel Systems Daily Sales Digest
Every morning, WebRun pulls the previous day's net sales, transaction count, and average ticket from Revel Systems, then posts a concise digest to Slack so your team starts the day with the numbers.
SpotOn Automated Daily Sales Digest
Every morning, WebRun pulls yesterday's sales totals from SpotOn, compares them to your weekly average, and posts a clear digest to Slack so your team starts the day informed.
Aplos Automated Grant Pipeline Status Digest
Every Monday, WebRun opens Aplos, reads the status of every active grant application and in-progress funding request, and posts a pipeline digest to your grants team Slack channel.
Addepar Quarterly Reporting Readiness Audit
Before each quarterly reporting cycle, WebRun checks Addepar for incomplete data, missing valuations, and unreconciled positions across all entities, and posts a readiness scorecard to Slack so your team can close gaps before reports run.
Automated Leapfin Data Ingestion Status Digest
Every morning, WebRun checks Leapfin for new transaction data ingested from each source, flags any failed or incomplete feeds, and posts a status digest to your accounting Slack channel.
Unit21 Automated AML Case Status Digest
Every morning, WebRun reads all open AML cases in Unit21, summarises their current status and age, and posts a structured digest to your compliance Slack channel so the team has a single view of every live investigation.
Automated Submittable Application Status Digest
WebRun scans Submittable daily for application volume, review progress, and pending decisions across all active programs, then posts a concise status digest so leadership always knows where the pipeline stands.
Automated CFO Month-End Close Status Tracker
WebRun checks the close progress for each client entity at month-end, pulls the current data sync status from Fathom, logs the state in your tracker, and posts a clear close-status digest to Slack so your team knows what is done and what is blocked.
BizEquity Automated Engagement Status Digest
Every morning, WebRun reads the status of every open valuation engagement in BizEquity and delivers a concise summary to the advisory team so everyone knows which engagements are on track, stalled, or ready to deliver.
Avalara Sales Tax Registration Status Tracking
WebRun checks Avalara for the status of every open sales tax registration application, updates a tracking sheet, and posts a weekly progress digest to Slack so no registration falls through the cracks.
Neo.Tax Automated R&D Study Status Digest
Every Monday, WebRun opens Neo.Tax, reads the progress stage of every active engagement, and posts a structured status digest to Slack and Google Sheets so partners know exactly where each study stands.
Automated LTC Pharmacy Admission Intake Tracking
Every morning, WebRun checks FrameworkLTC for new resident admissions at enrolled facilities from the last 24 hours, flags any where the medication intake order set is incomplete, and posts a resolution list to your clinical intake team so the first fill is ready on time.
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