Templates
Workflow templates.
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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.
KORONA POS Automated Refund Exception Alerts
Every morning, WebRun reviews refunds processed in KORONA POS the prior day, identifies any that fall outside your policy rules such as over-limit amounts or missing reason codes, and sends a Telegram alert to the manager so exceptions are reviewed before they become a pattern.
Tire Guru Automated Price Change Rollout Checklist
When you upload a new price list, WebRun checks Tire Guru's Tire Price Optimizer, flags any SKU where the new price is an outlier versus the local market, and logs the full rollout checklist in Google Sheets.
Automated Telehealth Referral Tracking
WebRun logs inbound referrals from your email into Google Sheets, checks whether each referred patient has booked a Doxy.me visit, and posts a weekly referral status digest to Slack.
Automated Tax Resolution Invoice Payment Chaser
WebRun finds tax resolution clients with overdue firm invoices in QuickBooks, drafts polite payment reminders, and posts a chase list to Slack so your billing team stays on top of receivables.
Automated Subscription Box Refund Exception Flags
Every morning, WebRun scans Subbly and Stripe for refund requests that fall outside your normal policy and posts a flag to your Slack channel so a manager can review before any refund is issued.
Automated Chargebee Stripe Payment Reconciliation
Every Monday, WebRun cross-checks payments settled in Chargebee against Stripe transaction records, flags any discrepancies, and posts a reconciliation digest to Slack for your finance team.
Automated Sporting Goods Review Request Drafts
After each sale, WebRun drafts a personalized review-request email for that customer and queues it in Gmail for your approval before anything is sent.
Inntopia Automated Quote Follow-Up Drafts
WebRun finds lodging or group package quotes in Inntopia that have gone unanswered, drafts a personalized follow-up in Gmail, and queues it for a staff member to review and send.
PointClickCare Automated Prior Auth Expiry Tracking
WebRun checks PointClickCare each weekday for Medicare Advantage and Medicaid prior authorizations expiring in the next ten days, logs them in a Google Sheet, and alerts your billing team in Slack so renewals never slip through.
Printavo Automated Customer Production Status Updates
Every afternoon, WebRun checks Printavo for jobs that have moved to a new production stage and drafts a status update email for each relevant customer so they are always in the loop.
Automated Scrap Seller Lead Routing
WebRun picks up new seller inquiries from your web form or email, checks the material type and quantity against your current buying priorities in ScrapRight, and routes the lead to the right buyer with a summary in Slack.
Automated Auto Salvage Overdue Invoice Reminders
Every Monday, WebRun pulls overdue invoices from QuickBooks, drafts a polite payment reminder for each customer in Gmail, and posts your team a Slack summary of who still owes and how much.
Automated RV Dealer Overdue Invoice Chasing
Every Monday, WebRun finds overdue customer invoices in IDS Astra, drafts a polite reminder for each, and gives your accounts team a chase list with amounts and days overdue.
Automated Coffee Wholesale Price List Rollout
When you update pricing in your Google Sheet, WebRun drafts a personalized price-change notice for each active wholesale cafe account in Gmail, ready for your approval before sending.
Automated Return Fraud Alert Digest in ReverseLogix
Every morning, WebRun checks ReverseLogix for return patterns that match your fraud rules (high-frequency returners, serial return-without-receipt, return-after-use), and posts a digest of flagged accounts to your loss-prevention team in Slack.
Automated TPA Service Fee Payment Chaser
WebRun finds plan sponsors with outstanding TPA service invoices in QuickBooks each week, drafts a polite payment reminder for each, and posts your team a chase list so every overdue balance gets attention.
Automated Produce Invoice Chaser with PACA Flags
Every Monday, WebRun finds overdue invoices in QuickBooks, cross-references the Produce Pro customer record, and drafts a polite PACA-aware reminder email in Gmail for each debtor, ready for your AR team to review and send.
Printful Automated Product Sync Discrepancy Flags
Every morning, WebRun compares your Printful product catalog against your connected Shopify or WooCommerce store listings, flags any price, variant, or availability discrepancy, and logs the results to Google Sheets for your team to fix.
Automated Pizzeria Refund Exception Monitoring
Each morning, WebRun scans the prior day's refunds across your Slice and Stripe accounts, flags any that exceed your threshold or match a pattern of concern, and posts the exception list to Slack for your review.
Automated PI Invoice Chasing with QuickBooks and CROSStrax
WebRun checks QuickBooks for overdue client invoices, matches them to the right CROSStrax case, and drafts a polite payment reminder email in Gmail for your review before any message goes to a client.
Automated Spektrix Pre-Show Reminder Drafts
Every morning, WebRun finds Spektrix ticket holders whose performance is in the next 48 hours and drafts a personalised reminder email for each one in Gmail, ready for your team to send.
Automated Pediatric Immunization Recall Reminders
WebRun checks Office Practicum daily for patients whose well-child visit or immunization is coming due, drafts personalized reminder messages for each family, and queues them in a Google Sheet for your care coordinator to review.
Automated Merchant PCI Compliance Deadline Tracking
Every week, WebRun checks IRIS CRM for merchants whose PCI compliance is expiring or overdue, and posts a deadline tracker to your compliance Slack channel with each merchant's status and days remaining.
Automated Oral Surgery Recall Reminders
WebRun checks DSN Software every week for patients whose post-op or recall follow-up is coming due, drafts reminder messages for your front desk to review, and logs each outreach to a Google Sheet.
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