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 Probate Deadline Tracking
Every morning, WebRun reviews open estate cases in EstateExec, calculates upcoming probate deadlines, and sends the executor a prioritized alert list so nothing is filed late.
Automated Lease Statement Delivery Drafts
Every month, WebRun pulls each lessee's billing statement from Odessa, creates a draft email with the statement details in Gmail, and logs delivery status in Google Sheets so your billing team can review and send in bulk.
Automated Environmental Consulting Quote Follow-Ups
WebRun reviews your open project quotes, drafts a personalised follow-up email for each prospect who has not responded, and queues them for your review before sending.
Automated EHS Audit Scheduling Confirmations
When a new audit or site inspection is booked in Google Calendar, WebRun drafts a confirmation email to the client with the date, scope, and preparation checklist, ready for your review before sending.
Automated Relativity Review Batch Assignment Drafts
WebRun checks Relativity for unassigned review batches, drafts assignment request emails for each reviewer, and saves them to Gmail for a project manager to send.
Automated Dumpster Rental Review Request Drafts
After a dumpster job is marked complete in Starlight, WebRun drafts a review request SMS via Twilio asking the customer to leave a Google review, then queues it for your team to approve before sending.
Automated Drone Flight Scheduling Confirmations
When a flight is booked in Google Calendar, WebRun prepares a confirmation email with site, time, and pilot details, and saves it as a Gmail draft for you to review and send.
Automated Distillery Vendor Cost Change Tracking
Every Monday, WebRun compares recent vendor invoices in QuickBooks against your baseline costs, flags any price changes for grain, bottles, or packaging, and posts a cost-change digest to Telegram.
Automated POD Chaser for Freight Dispatch
WebRun checks Truckbase for delivered loads that still lack a signed POD, identifies which drivers have not uploaded the document, and drafts a reminder text for your review before sending.
Automated Dental Lab Slow-Moving Inventory Report
Every Monday, WebRun scans Evident for materials that have not been consumed in the past 30 days, calculates their value, and posts a slow-moving inventory report to Google Sheets and Slack so your purchasing team can adjust par levels or return stock.
Automated Convenience Store Shift Coverage Alerts
WebRun checks your scheduling system for open or uncovered shifts at every location and sends a Telegram alert to the site manager with enough lead time to find cover.
Automated Local Line Waitlist Reservation Drafts
When a CSA spot or farm stand product becomes available, WebRun checks your Local Line waitlist, identifies the next eligible customer, and drafts a reservation confirmation email in Gmail for your approval before the offer is sent.
MeridianLink Automated Loan Statement Delivery Drafts
At the start of each month, WebRun opens MeridianLink, pulls loan statement data for the prior period, and drafts a personalized statement email for each member in Gmail, ready for your team to review and send.
Automated Payer Rate Change Provider Notification Drafts
WebRun monitors for incoming payer fee schedule update emails in Gmail, extracts the rate changes, cross-references affected providers in Modio Health, and drafts notification letters to affected providers for your credentialing coordinator to review and send.
Automated Court Reporting Review Request Drafts
After a transcript is delivered and the job is closed in ReporterBase, WebRun drafts a review request email to the attorney or law firm and queues it in Gmail for your approval.
Automated LoanPro Payoff Quote Drafting
When a borrower requests a payoff quote, WebRun opens LoanPro, calculates the payoff amount including accrued interest and fees as of the requested date, and drafts a formal payoff letter in Gmail so your team can review, sign, and send it within hours.
Automated Coffee Shop Seasonal Menu Launch Checklist
When you're ready to launch a seasonal menu, WebRun builds a step-by-step checklist, verifies ingredient availability in Odeko, and stages the new items in Square for Restaurants for your final review.
Automated GCP and CITI Training Expiry Tracking
WebRun checks your team's GCP and CITI training records in RealTime-CTMS weekly, flags anyone with a certification expiring within 60 days, and posts a renewal list to Slack for your site manager.
Automated Quarterly Emissions Statement Delivery
At the end of each quarter, WebRun pulls your latest Scope 1, 2, and 3 figures from Persefoni, drafts a personalized emissions performance statement for each key stakeholder via Gmail, and posts a delivery checklist to Slack so nothing is sent before you have reviewed and approved each statement.
Carta Stripe Automated Exercise Payment Reconciliation
Every morning, WebRun matches incoming Stripe payments for option exercises against the corresponding Carta records, flags unmatched items, and posts a reconciliation digest to your finance Slack channel so discrepancies are caught the same day.
Automated Calibration Lab Review Request Emails
After a calibration job is completed and the certificate delivered, WebRun drafts a review request email to the customer in Gmail so your team can send it with one click.
Automated Bowling Center Weekly Top-Sellers Report
Every Monday, WebRun pulls the prior week's sales data from Conqueror X and posts a ranked top-sellers report to Google Sheets and a highlights summary to Slack.
Automated Bookstore Shift Coverage Alerts
Every morning, WebRun scans your Google Calendar for shifts in the next 72 hours that are unassigned or where the assigned staff member has a conflict, and posts an alert to Slack so the manager can fill the gap in time.
Automated Beverage Distributor Quote Follow-Up Drafts
Every morning, WebRun checks VIP for quotes that have been open longer than three days without a response, and drafts a polite follow-up email for each assigned rep to review and send, so no open quote goes cold.
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