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 Return Volume Spike Alerts from ReverseLogix
Every morning, WebRun checks ReverseLogix for the volume of returns in transit and expected this week, compares it to your warehouse capacity, and pings your ops lead via Telegram if a capacity threshold is approaching.
Automated Retirement Plan Restatement Deadline Reminders
WebRun scans your ftwilliam.com plan document records each week, identifies plans approaching a restatement or required amendment deadline, and drafts a notice for each plan sponsor so your team can review and send at the right time.
Automated Produce Proof of Delivery Chaser
Every afternoon, WebRun checks Produce Pro for deliveries completed that day without a signed proof of delivery on file, and drafts a chase email to each driver or customer for your dispatcher to review and send.
Printful Automated Refund Exception Flagging
Every morning, WebRun reviews new refund requests across your Printful store, identifies exceptions (duplicate claims, high-value refunds, orders outside your policy window), and posts a flagged list to Slack so your team can investigate before any refund is issued.
Automated Pizzeria Staff Shift Coverage Alerts
Each morning, WebRun checks your schedule for uncovered shifts in the next 48 hours, cross-references Slice's expected order volume, and sends a Telegram alert so you can act before a gap becomes a crisis.
Automated PI Investigation Report Delivery Drafts
When a completed report is uploaded to CROSStrax, WebRun drafts a professional delivery email in Gmail with the report attached, ready for your final check before it goes to the client.
Automated Spektrix Post-Show Review Request Drafts
After each performance, WebRun finds attendees in Spektrix, drafts a personalised review-request email for each one in Gmail, and leaves them ready for your team to approve and send.
Automated Pediatric Lab Results Routing
Every morning, WebRun checks Office Practicum for newly received lab and diagnostic results, matches each result to the ordering provider, logs the routing in Google Sheets, and posts an internal Slack alert so no result sits unreviewed.
Automated Merchant Contract Renewal Tracking
Every week, WebRun checks IRIS CRM for merchant contracts and service agreements expiring in the next 60 days, posts a renewal tracker to Slack, and drafts renewal outreach emails in Gmail for your agents to send.
Automated Pathology Results Routing for Oral Surgery
WebRun checks DSN Software each morning for newly received pathology or imaging results, matches each to the treating surgeon, posts an internal routing alert in Slack, and logs the result in Google Sheets for audit trail.
Automated Nephrology Lab Results Routing
When new lab results arrive in Acumen, WebRun reads the values, flags any outside the nephrology-specific reference range, and posts an alert with the patient and provider details to Slack so nothing critical waits until the next visit.
Automated Show Advance Confirmation Emails
When a show moves to Confirmed in Prism.fm, WebRun drafts an advance confirmation email to the artist's production contact with the show details and a checklist of what is needed, and leaves it for you to review before sending.
Automated Music Store Review Request Drafts
Every evening, WebRun finds customers who completed a purchase today in RAIN POS, drafts a personalized review-request email for each one in Gmail, and queues them for you to send with one click.
Automated Museum Member Benefit Reminders
Every month, WebRun identifies members approaching their one-year anniversary or seasonal program windows in Blackbaud Altru and drafts personalised benefit-reminder emails in Mailchimp for your membership team to review.
Automated Vista Cinema Guest Review Request Drafts
Every morning, WebRun finds guests who attended a session yesterday in Vista and drafts a personalised review request email in Gmail for each, ready for a human to approve and send.
Automated MCA Renewal Offer Preparation
Every Monday, WebRun scans Centrex for advances nearing their payoff balance, drafts a personalised renewal offer for each qualifying merchant, and queues the offers for your sales team to review and send.
Automated LTL Proof of Delivery Chasing
WebRun checks your LTL shipments for missing PODs, pulls transit status from SMC3, and drafts carrier follow-up requests so your billing team is never stuck waiting.
Lightspeed Automated Staff Shift Coverage Alerts
Every morning, WebRun checks your shift schedule in Google Calendar against your Lightspeed staff roster and sends a Slack alert listing any shifts with no assigned staff member for the next 48 hours.
Automated Land Survey Invoice Chaser
Every Monday, WebRun finds overdue invoices in QuickBooks, drafts a firm but polite reminder email per client, and posts a chase list to Telegram so you always know who owes what.
Automated IP Service Quote Follow-Up Drafts
Three days after a quote goes out with no reply, WebRun drafts a polite follow-up email for attorney review, so no prospect slips away due to silence.
Automated Capital Call Payment Reconciliation
Every morning, WebRun compares capital call payments received in QuickBooks against the amounts expected in Juniper Square and flags any discrepancies for the fund accountant to resolve.
Automated Intermodal On-Time Performance Reporting
Every Monday, WebRun pulls completed intermodal shipment data from Rail Command, calculates on-time performance by lane and carrier, and posts a formatted report to Slack so your team can spot problem lanes before customers do.
EZLynx QuickBooks Automated Premium Reconciliation
Every morning, WebRun compares payments received in QuickBooks against policy premiums due in EZLynx, flags any mismatches or short payments, and posts your bookkeeper a Slack digest of what needs attention.
Automated Therap Health Recall Reminders for IDD
WebRun checks Therap weekly for individuals with overdue or upcoming health recalls such as annual physicals, dental visits, and lab work, logs each to a tracker, and drafts appointment request messages for the care team to review and send.
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