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 LTL Carrier On-Time Performance Reporting
WebRun pulls carrier transit data from SMC3, calculates on-time delivery rates by carrier and lane, and emails your logistics team a formatted weekly scorecard.
SMC3›Google Sheets›Mailchimp
Lightspeed Automated Review Request Drafts
Each day, WebRun finds customers who completed a purchase in Lightspeed in the last 24 hours and drafts a personalized review-request email in Gmail, ready for you to send.
Lightspeed›Gmail
Automated Land Survey Lead Intake and Routing
When a new project inquiry lands, WebRun reads the scope and location, matches it to the right survey crew lead, and drafts a personalised acknowledgment email for your review.
Carlson Software›Google Sheets›Gmail›+1
Automated Overdue Invoice Chasing for IP Firms
Every Monday WebRun finds overdue client invoices in QuickBooks, drafts a polite payment reminder per client for attorney review, and posts an internal Slack summary of outstanding balances.
QuickBooks›Anaqua AQX›Slack
Automated LP Capital Call Payment Chaser
Every Monday, WebRun checks Juniper Square for capital call payments that are past due, calculates how long each has been outstanding, and drafts a reminder email for your review before it is sent to the LP.
Juniper Square›Gmail›Slack
Automated Railcar Maintenance Due Alerts
WebRun checks Rail Command weekly for railcars with upcoming or overdue maintenance intervals, posts an alert to Slack, and drafts a work order request to your maintenance team so nothing is missed until a car breaks down in the field.
RSI Logistics Rail Command›Slack›Mailchimp
EZLynx Automated Overdue Premium Payment Chaser
Every morning, WebRun checks EZLynx for policyholders with overdue premium payments, drafts a polite reminder for each, and posts your team a Slack list of who still hasn't paid.
EZLynx›Gmail›Slack
Automated Therap Service Authorization Expiry Tracking
WebRun checks Therap weekly for service authorizations expiring soon, logs each to a Google Sheets tracker, and alerts billing staff in Slack so renewals are submitted before services are interrupted.
Therap›Google Sheets›Slack
Automated Oversize Load Status Digest
WebRun pulls the current status of every active oversize load from ProMiles each morning, compiles a concise digest with permit status, route position, and any alerts, and posts it to your Telegram ops group so your whole team starts the day informed.
ProMiles›Telegram›Google Sheets
Automated Equipment Quote Follow-Up Drafts
WebRun checks e-Emphasys for quotes that have gone quiet, drafts a polite follow-up email for each one, and queues them in Gmail for your rep to review and send.
e-Emphasys›Gmail›Google Sheets
Automated Etsy Refund Exception Flags
Every morning, WebRun checks your Etsy open cases and refund requests, flags patterns that look unusual such as repeat refunders or high-value claims, logs them in Google Sheets, and sends you a Telegram alert.
Etsy›Marmalead›Google Sheets›+1
Automated Grocery Customer Review Request SMS
After each completed transaction, WebRun identifies satisfied customers in ECRS CATAPULT loyalty, drafts a personalised SMS review request via Twilio, and queues it for your approval before anything is sent.
ECRS CATAPULT›Twilio›Google Sheets
Automated Ghost Kitchen Review Request Drafts
After each high-rated order in Otter, WebRun drafts a polite review-request message in Gmail for you to approve and send, keeping your delivery platform ratings climbing without manual follow-up.
Otter›Gmail
Encompass Automated Price List Update Rollout
When you publish a new price list in Encompass, WebRun drafts a notification email for each affected customer segment in Gmail and logs the update rollout to a Google Sheet for your team to track.
Encompass›Gmail›Google Sheets›+1
Wherefour Automated Proof of Delivery Chaser
Every morning, WebRun checks shipped orders in Wherefour that are past their expected delivery date but still lack a signed proof of delivery, and sends a Twilio SMS to your logistics contact or driver requesting confirmation so missing PODs do not hold up your invoicing cycle.
Wherefour›Twilio›QuickBooks
Automated EV Charging Station Service Reminders
WebRun checks which charging stations are due for their annual inspection each week, drafts reminder messages for the relevant site hosts, and queues them for your team to review and send so no service date is missed.
AMPECO›Google Sheets›Gmail
Automated Estate Overdue Creditor Payment Chaser
Every week, WebRun reviews outstanding creditor payments logged in EstateExec, identifies any that are overdue, and prepares draft payment authorization letters for the executor to approve before anything is paid.
EstateExec›Gmail›Google Sheets
Automated Lease Rate Change Notice Drafts
When a rate change is logged in Odessa for variable-rate leases, WebRun drafts a compliant notice email in Gmail for each affected lessee and logs every notice in Google Sheets so your compliance team can review and approve before sending.
Odessa›Gmail›Google Sheets
Automated EHS Quote Follow-Up Drafts
Every morning, WebRun checks your open quotes, finds the ones that have gone quiet for three or more days, and drafts a polite follow-up email for each, ready for your review before sending.
VelocityEHS›QuickBooks›Gmail
Automated eDiscovery Recurring Service Reminders
WebRun reads recurring ediscovery service schedules from a Google Sheet and drafts a personalized reminder email to each client contact before their next service cycle begins.
Google Sheets›Mailchimp›Slack
Automated Dumpster Rental Quote Follow-Up Drafts
Every morning, WebRun finds quotes that have been open for more than two days in Starlight, drafts a polite follow-up email for each, and queues them in Gmail for your review before anything is sent.
Starlight Software›Gmail›Google Sheets
Automated Drone Service Recurring Client Reminders
WebRun tracks your recurring inspection and survey clients, spots whose next service window is approaching, and drafts a personalised re-booking prompt in Gmail for your review.
DroneDeploy›Mailchimp›Google Sheets
Whiskey Systems Automated Slow-Moving Inventory Report
Every Monday, WebRun checks finished-goods inventory in Whiskey Systems, identifies SKUs with no orders in the past 60 days, and posts a slow-mover report to Slack so you can take action on stale stock.
Whiskey Systems›Google Sheets›Slack
Automated Truck Maintenance Due Alerts
WebRun checks your truck maintenance schedule in Google Sheets against current odometer readings in Truckbase, flags any trucks with upcoming service due, and posts a weekly alert to Slack so your team can schedule maintenance before it becomes an emergency.
Truckbase›Google Sheets›Slack

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