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.

All categories
All categories
Automated Coffee Shop Review Request Drafts
After each completed order, WebRun drafts a friendly review-request message for the customer and queues it for your approval before anything is sent.
Square for Restaurants›Odeko›Gmail
Automated Sponsor Invoice Follow-Up for Research Sites
WebRun finds unpaid sponsor invoices in RealTime-CTMS each week, drafts a polite payment follow-up email for your finance team to review, and logs each chase in QuickBooks.
RealTime-CTMS›QuickBooks›Gmail
Automated Carbon Reduction Target Progress Digest
Every week, WebRun reads your reduction targets and current emissions in Persefoni, calculates progress against each milestone, and posts a digest to Slack so your team knows exactly how far ahead or behind you are without logging into the platform.
Persefoni›Slack›Google Sheets
Carta Automated Option Grant Approval Routing
When a new option grant is ready in Carta, WebRun identifies the required approver, drafts a DocuSign approval request, and notifies the signatory in Slack so no grant sits pending for weeks.
Carta›DocuSign›Slack
Automated Calibration Service Reminders to Customers
WebRun checks IndySoft for customers whose instruments are approaching their annual or periodic calibration service window and drafts a re-engagement email in Gmail.
IndySoft›Gmail›Twilio
Automated Bowling Center Supplier Invoice Follow-Up
Every Monday, WebRun checks QuickBooks for unpaid supplier invoices nearing their due date and drafts a polite follow-up email in Gmail for your review before sending.
QuickBooks›Conqueror X›Gmail
Automated Bookstore Special Order Arrival Notifications
When a special-order title is received into Bookmanager, WebRun drafts a personalised pickup notification for the customer and queues it in Gmail for your approval before sending.
Bookmanager›Gmail
Automated Beverage Distributor Proof-of-Delivery Chaser
Every morning, WebRun scans VIP for deliveries marked complete but lacking a confirmed proof of delivery, and posts a worklist to Slack for your operations team to resolve before accounts dispute the invoice.
VIP›Slack›Google Sheets
Automated Bail Bond Quote Follow-Up Drafts
WebRun reviews prospects in Captira who received a quote but have not converted, and drafts a personalized follow-up text for each so your agents can send with one tap.
Captira›Twilio›Google Sheets
Automated Axe Throwing Review Request Drafts
After each completed session, WebRun finds the guest's contact in ROLLER and drafts a personalized review-request email in Gmail, ready for you to send with one click.
ROLLER›Gmail
Automated Auto Transport On-Time Performance Report
WebRun pulls completed loads from Super Dispatch each week, compares actual pickup and delivery dates to scheduled dates, calculates on-time rates by carrier and lane, and posts the report to a Google Sheet.
Super Dispatch›Google Sheets›Telegram
Automated Auto Loan Maturity Rollover Reminder
WebRun reviews the active loan portfolio each week for contracts approaching maturity, flags them by days remaining, logs them to a Google Sheet, and drafts a maturity reminder notice for each borrower for your servicing team to review and send via DocuSign.
RouteOne›Google Sheets›DocuSign
Automated ASC Staff Credential Expiry Tracking
WebRun checks HST Pathways for staff credentials, licenses, and certifications expiring in the next 90 days, logs each to a compliance tracker in Google Sheets, and sends a weekly alert to Slack so your credentialing team can renew on time.
HST Pathways›Google Sheets›Slack
Helium 10 Automated Amazon Price Change Pre-Flight Check
Before any bulk price change, WebRun checks your current Buy Box ownership, margin, and competitor prices in Helium 10 and Seller Central, then logs a pre-flight checklist to Google Sheets so you know every change is safe before it goes live.
Helium 10›Amazon Seller Central›Google Sheets
Automated Alarm Customer Review Request Drafts
WebRun checks AlarmBiller for customers whose installation or service call was recently completed and marked satisfied, then drafts a review request email for each one so your team can send it while the experience is still fresh.
AlarmBiller›Gmail›Slack
Automated Air Cargo On-Time Performance Report
WebRun pulls flight departure and arrival data from Awery each week, calculates on-time performance metrics by lane and carrier, and posts a formatted report to Google Sheets and Slack for your management team.
Awery›Google Sheets›Slack
Automated Alumni Review Request Drafts for Treatment Centers
WebRun checks Kipu Health weekly for patients who completed treatment 30 to 60 days ago, drafts a personalized review request for each alumni for staff review, and queues approved messages for dispatch via Mailchimp so your reputation grows without compromising patient privacy.
Kipu Health›Mailchimp›Google Sheets
Automated Yard Equipment Maintenance Due Alerts
WebRun checks yard equipment records in YardView for trailers, spotters, and dock levelers with maintenance due within 14 days, and sends a Telegram alert to your maintenance team plus a weekly work-order list to Google Sheets.
YardView›Telegram›Google Sheets
Automated Smoke Shop Review Request SMS
Each morning, WebRun finds yesterday's completed transactions in KORONA POS, drafts a friendly review request SMS for each customer who opted in, and queues them in Twilio for your approval before sending.
KORONA POS›Twilio
Tire Guru Automated Review Request Drafts
After a job is closed in Tire Guru, WebRun drafts a personalized review-request text for that customer and queues it in Twilio for your approval before sending.
Tire Guru›Twilio
Automated Telehealth Review Request Drafts
After a completed Doxy.me visit, WebRun drafts a brief review request email in Gmail for staff to approve, so satisfied patients are prompted to share their experience without any automated outreach.
Doxy.me›Gmail›Google Sheets
Automated Tax Resolution Payment Reconciliation
WebRun compares payments recorded in QuickBooks against IRS balance data in Canopy, flags any discrepancies, and delivers a reconciliation digest to your team via Google Sheets.
Canopy›QuickBooks›Google Sheets
Automated Subbly Review Request Email Drafts
A few days after each box ships, WebRun finds fulfilled orders in Subbly and drafts a personalised review-request email in Gmail for each customer, ready for you to approve and send.
Subbly›Gmail
Automated Subscription Rate Change Notice Drafts
When you apply a price change in Chargebee, WebRun identifies all affected subscribers, drafts a personalized rate-change notice in Gmail for each, and queues the drafts for your team to review before sending.
Chargebee›Gmail›DocuSign

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