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 Dental Lab Proof of Delivery Chasing
Every morning, WebRun finds cases in Evident marked as delivered but with no proof-of-delivery confirmation, checks for any acknowledgment in Gmail, and posts a chase list to Slack so your dispatch team can follow up before invoicing is delayed.
Automated Convenience Store Review Request SMS Drafts
After each loyalty transaction in PDI Technologies, WebRun drafts a personalized review-request SMS via Twilio for your approval before anything is sent to the customer.
Automated Supplier Invoice Chaser for Farms
Every week, WebRun reviews your outstanding supplier invoices in QuickBooks, identifies any approaching or past their due date, and drafts a polite chaser email in Gmail for each one, ready for your review.
MeridianLink Automatic Payment Reconciliation Digest
Every evening, WebRun pulls the day's loan payments from MeridianLink, checks them against your Google Sheet ledger, flags any mismatches, and emails your accounting team a reconciliation summary.
Automated Court Reporting Quote Follow-Ups
WebRun finds quotes sent through ReporterBase that have had no response, drafts a polite follow-up email for each, and queues them in Gmail for your review before sending.
Automated LoanPro Overdue Payment Chasing
Every morning, WebRun opens LoanPro, finds accounts with payments past due, and drafts a polite SMS or email reminder for each borrower so your team can approve and send before accounts roll to the next delinquency bucket.
Automated Coffee Shop Refund Exception Monitoring
Every morning, WebRun checks yesterday's refunds in Stripe and Square, flags any that look unusual by amount or frequency, and posts a summary to Slack for your review.
Automated Clinical Trial Results Routing
When new lab or visit results are recorded in RealTime-CTMS, WebRun checks for out-of-range values, routes critical findings to the PI via Slack, and creates a review task for the coordinator, all without exposing PHI externally.
Automated Emission Factor Change Notices
When Persefoni updates its emission factor library, WebRun calculates how the changes affect your current footprint, and drafts a notice for your team and key stakeholders explaining the impact so everyone stays informed without surprises at year-end.
Carta Automated New Investor Onboarding
When a new investor is added to your cap table in Carta, WebRun creates a Google Calendar kickoff meeting, sends them a DocuSign welcome packet for signature, and posts an onboarding checklist to Slack for your team.
Automated Calibration Quote Follow-Up Drafts
WebRun finds quotes sent but not accepted in QuickBooks, drafts a polite follow-up email in Gmail for each customer, and logs the status in Google Sheets.
Automated Bowling Center Shift Coverage Alerts
WebRun checks your scheduling tool each morning for uncovered shifts in the next 48 hours and posts a Slack alert to your manager so coverage is arranged in time.
Automated Bookstore Review Request Emails
After each purchase, WebRun finds the customer's recent transaction in Bookmanager, drafts a warm review-request email, and queues it in Gmail for your approval before sending.
Automated Beverage Distributor Price List Update Rollout
When a supplier posts new pricing in VIP, WebRun identifies affected SKUs, updates the internal price sheet in Google Sheets, and drafts a price-change notice for each account rep to review and send before the effective date.
Automated Bail Bond Payment Plan Chaser
WebRun checks Captira and QuickBooks each morning for missed payment plan installments, drafts a polite reminder for each indemnitor, and gives your team a chase list in Slack so overdue accounts get prompt attention.
Automated Axe Throwing Party Deposit Chaser
Three days before each group event, WebRun checks ROLLER for unpaid deposits and drafts a polite payment reminder in Gmail, with a DocuSign payment link if needed.
Automated Truck Fleet Maintenance Due Alerts
WebRun reviews your fleet maintenance schedule weekly, flags any truck with an oil change, DOT inspection, or other service coming due within 30 days, and posts an alert to Slack so your shop team can schedule it before the truck goes out of service.
Automated RouteOne Funding Stipulation Chaser
WebRun reviews open contracts in RouteOne each morning, identifies deals with unresolved stipulations, and drafts a chaser email to the dealer for each one so your funding team never has to hunt manually.
Automated ASC Post-Visit Review Request Drafts
After a patient visit is marked complete in HST Pathways, WebRun drafts a review request message for staff to approve before sending, so your center collects more patient feedback without anyone having to remember to ask.
Helium 10 Automated Amazon PPC Budget Pacing Digest
Every morning, WebRun checks your Helium 10 Ads campaigns against your monthly budget and posts a pacing digest to Slack so you know whether to throttle or boost spend before the day runs away.
Amazon Seller Central›
Automated Alarm Proposal Follow-Up Drafts
WebRun checks AlarmBiller for proposals and quotes that have been sitting open for more than 5 days, drafts a polite follow-up for each prospect in Gmail, and posts a summary to Slack so your sales team knows exactly which deals need attention this week.
Automated Air Cargo ULD Maintenance Due Alerts
WebRun checks Awery for ULDs, dollies, and ground-support equipment approaching their scheduled maintenance date, logs the upcoming work in Google Sheets, and sends a Telegram alert to the maintenance coordinator so nothing is grounded without warning.
Kipu Health Automated Lab Results Routing
When Kipu Health receives a new lab result for an active patient, WebRun identifies the ordering provider, posts an internal alert to Slack, and flags any critical value so no result sits unreviewed in a chart while a patient is in active treatment.
Automatic Daily Load Status Digest from YardView
Every morning, WebRun pulls the current status of all inbound and outbound loads from YardView and posts a concise digest to Slack so your operations team starts the day knowing exactly what is in the yard.
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