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 Sporting Goods Staff Shift Coverage Alerts
Every morning, WebRun checks your Google Calendar for upcoming shifts that have no confirmed staff member, and sends a Slack alert to your store manager so gaps are filled before the day begins.
Inntopia Automated Season Pass Renewal Reminders
WebRun checks Inntopia for season pass holders whose passes expire soon and drafts a timely renewal reminder via Twilio SMS so your team can review and send before the deadline.
PointClickCare Automated Resident Balance Follow-Up
WebRun reviews PointClickCare each week for resident and responsible-party balances past 30 days, logs them in a Google Sheet, and drafts a courteous balance-reminder letter in Gmail for your business office to review and send.
Printavo Automated Quote Follow-Up Drafts
Every morning, WebRun scans Printavo for quotes sent but not approved, drafts a polite follow-up for each customer, and queues them in Gmail for your review.
Automated Scrap Yard Overdue Invoice Chasing
Every Monday, WebRun finds overdue invoices in QuickBooks, matches them to customer records, drafts a polite payment reminder for each in Gmail, and posts your outstanding balance list to Slack.
Automated Car-Part.com Inquiry Reply Drafts
Every hour, WebRun scans Car-Part.com iCPM for new part inquiries, looks up matching inventory in Checkmate, and drafts a quoted reply for each request so your counter staff can send it in one click.
Automated RV Quote Follow-Up Email Drafts
Every morning, WebRun finds quotes in IDS Astra that have gone unanswered for 48 hours and drafts a personalised follow-up email for each customer, ready for your salesperson to review and send.
Automated Wholesale Coffee Quote Follow-Up Drafts
WebRun checks your Google Sheet of open wholesale quotes each morning, finds ones that have gone unanswered for 3 days, and drafts a polite follow-up email in Gmail for each prospect, ready for your approval.
Automated Return Inspection Disposition Digest
Every evening, WebRun opens ReverseLogix, tallies the day's inspected returns by grade and disposition (restock, refurbish, scrap, vendor return), and drops a concise summary into Google Sheets for your ops and finance teams.
Automated TPA Fee Payment Reconciliation Digest
Every Friday, WebRun compares TPA invoices recorded in QuickBooks against payment records in PensionPro, flags any gaps or mismatches, and posts your billing team a concise reconciliation digest in Slack.
Automated Produce Pro Price List Update Rollout
When commodity prices change in Produce Pro, WebRun drafts a price-update email for each customer segment and posts a change summary to the sales Slack channel so reps can quote confidently the same day.
Printful Automated Weekly Profit Margin Report
Every Monday, WebRun pulls your Printful fulfillment costs and order revenue for the past 7 days, calculates gross margin per product, and logs a ranked profitability report to Google Sheets so you know exactly where to invest and where to cut.
Automated Pizzeria Review Request SMS via Slice
After each completed Slice order, WebRun drafts a friendly review-request text for your approval so satisfied customers get a personal nudge at exactly the right moment.
Automated PI Quote Follow-Up Email Drafts
WebRun scans your open quotes in CROSStrax, finds any that have gone unanswered for more than two days, and drafts a polite follow-up email in Gmail for your review before anything is sent.
Automated Spektrix Subscription Renewal Reminders
Every week, WebRun checks Spektrix for subscribers whose season package expires within 30 days and drafts personalised renewal reminder emails in Mailchimp, ready for your team to review and send.
Automated Pediatric Referral Status Tracking
WebRun checks Office Practicum each morning for open specialist referrals, logs their status in a Google Sheet, and posts a Slack digest to your care coordinator listing referrals that are overdue for a follow-up.
Automated Merchant Rate Change Notice Drafts
When a processor rate change is logged in IRIS CRM, WebRun identifies every affected merchant, drafts a compliant rate change notice for each, and posts a review list to Slack so your team can approve and send them on time.
Automated Dental Referral Tracking for Oral Surgery
WebRun checks DSN Software each week for open referrals from dentists, logs their status in Google Sheets, and sends the referring dentist coordinator a Slack summary so no referral falls through the cracks.
Automated Nephrology Referral Tracking
WebRun checks Acumen daily for inbound nephrology referrals without a scheduled appointment, logs stalled referrals to Google Sheets, and posts an action list to Slack so none fall through the cracks.
Automated Post-Show Review Request Drafts
The day after each show, WebRun drafts a review request email to the promoter and a fan review prompt for your mailing list in Mailchimp, so your venue builds its reputation without manual follow-up.
Automated Music Store Repair Ticket Status Updates
Every morning, WebRun checks RAIN POS for repair work orders that have been open longer than your target turnaround, drafts a status update email in Gmail for each waiting customer, and queues them for your technician to approve and send.
Automated Museum Overdue Invoice Chaser
Every week, WebRun finds overdue group sales invoices in QuickBooks, cross-references them with Blackbaud Altru group records, and drafts polite payment reminder emails in Gmail for your finance team to review and send.
Automated Cinema Private Hire Enquiry Follow-Ups
Every morning, WebRun finds new private hire enquiry form submissions from the past 24 hours, cross-checks availability in Vista, drafts a personalised follow-up email in Gmail with available sessions, and logs each enquiry in Google Sheets.
Automated MCA Factor Rate Change Notices
When a factor rate or remittance schedule change is logged in Centrex, WebRun drafts a clear notice for the affected merchant, prepares a DocuSign amendment for the updated terms, and queues everything for your team to review before anything reaches the merchant.
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